Daniel O’Neill
July 26, 2024 8:35 pmDaniel O’Neill
Sr. VP – Director of Transition Services
Daniel O’Neill joined PKS in 2011 as a Conversion Specialist and was promoted to Director of Transition Services in 2019.
As Director of Transition Services, Daniel oversees the onboarding of new registered representatives joining Purshe Kaplan Sterling Investments. Previously, Daniel worked for Morgan Stanley, UBS, and Merrill Lynch.
Daniel has a Bachelor’s Degree in Finance and a Master’s Degree in Business Administration from Wagner College. He holds the Series 7, 66, 24, and 53 securities licenses as well as a NYS Life Accident & Health Insurance license
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