1. John A. O’Neill
1909 Greenberry Rd, MD 21209
720-934-5309
Jaoneill61@hotmail.com
SUMMARY
More than 15 years’ experience in customer service, sales and account reconciliation, trade research and financial
operations. Excellent analytical and problem solving experience. Great team attitude and outstanding communication skills.
EXPERIENCE
Sen io r C om me rcial An al yst
Powermark Resources Inc. Towson Md. 8/15-Present
Promote products or services to potential customers. Increase sales by enhancing the exposure of products. Direct market
broker services to small commercial to large industrial sized business. Negotiate fees and prices with customers. Meet with
clients to discuss products and provide proposals. Devise new marketing ideas. Craft marketing messages for a targeted
group of individuals. Track and analyze direct and interactive marketing campaigns. Use statistical analysis and reports to
create campaigns. Develop and code the list segmentation for all direct and interactive marketing campaigns and
communicate requirements to the primary database vendor.
Accou nt Executive/Cr ed it Ne gotia to r 8/14-12/15
Clear One Advantage, Baltimore, MD
Receive in-bound calls and applications from potential clients through SEM, SEO and PPC marketing resources. Assist
customers by gathering information on their financial situation and presenting possible solutions. Provide customers with
accurate information regarding their financial analysis. Maintain a consultative relationship with the customer throughout
the process. Qualify and walk clients through the benefits of our program and how we can better their financial situation.
Negotiate the designated minimum settlements. Calculate schedule of settlement payments. Developing an expansive
network of creditor contacts to aid in settlement. Actively work bulk settlements & scrub lists. Meet and exceed phone
requirements of 100 calls and/or 3 hours of talk time per day (average). Execute orders using the company's central
database and computer system.
C usto me r Ser vi ce 2/13-8/14
The Wine Merchant, Lutherville MD
Prepared bakery and deli items. Unloaded deli products and transfer stock to storage areas. Sliced, cut, weighed,
and priced stock in a considerate manner. Prepped menu items. Stocked shelves and maintained cases filled at all times.
Operated cash register. Maintained courteous and friendly attitude toward customers. Controlled freshness by rotating and
coding all products and removed out-of-code merchandise. Tagged all products legibly in line with price book. Maintained
fresh items and weekly specials. Promoted latest items and weekly specials. Greeted all visitors and customers in a
professional manner. Cleaned and sanitized the entire work area. Answered phone and took orders for particular requested
items. Abided by all business policies as stated in the worker handbook.
D TC Asso ci ate 6/12-12/12

2. Morgan Stanley, Baltimore, MD
Utilized internal as well as external systems and partnered with various departments (P&S, International, Corporate
Actions, and Central Reconciliation) to settle DTC related transactions. Responsibility for reviewing and processing
exceptions (internal breaks - illogicals, suspense; external - unmatched), balancing and reconciling settlement accounts.
Worked closely with management to identify and resolve complex issues related to the resolution of the fail and identify
trends. Partnered with the manager and business analyst to create, develop and manage business process improvement
ideas. Managed risk and resolve complex issues and escalations.
Bar te nd er
10/10-7/11
Uptown Brothers Brewing Company, Denver, CO
Provided top-flight service in a craft brewery environment. Required extensive knowledge of
Brewing process and product line of over 100 domestic and imported beers. Expanded customer base
through use of customer membership club database. Exceptional team player able to thrive in a
fast paced environment.
Office M an ager
9/11
Sage Investments, Lafayette, CA
Daily responsibilities included direct communication with clients and broker/dealers. Oversight of expense tracking and
reporting. Compiled and assembled monthly, quarterly and yearly statements for clients. Researched and resolved trading
and statement errors. Downloaded and archived pricing and position files from broker/dealers.
Por tfo li o Accou ntan t 2/05-11/08
Janus, Denver, CO
Reconciled cash daily for up to 70+ separately managed accounts, providing detailed information for early trading
deadline. Provided weekly holdings and month end statements to meet client requirements, including ad hoc special
reporting. Researched and resolved corporate actions utilizing Bloomberg and investor relations website. Interfaced with
custodian contacts to ensure high level of auditing standards. Provided information to colleagues to assist them with
reconciliation issues and increase efficiencies. Emerging Leader Series II. Advanced Excel PDR Class. State Street Fixed
Income & Fund Accounting Class.
ER AC Associa te
7/02-2/05
Janus, Denver, CO
Responsibility for ensuring consistent auditing procedures. Duties entailed interaction with internal and external clients.
Assisted other departments when workflow dictated. Exceeded and maintained departmental quality and productivity
standards. Created company presentation of dilution impact. Initiated new stop check procedure, resulting in improved
efficiency. Participated in JCG workshops. 99.06% 2004 Quality.
R esea rch/Ad ju st Asso ci ate
5/00-7/02
Janus, Denver, CO
Trained on all facets and functions within exception processing. Maintained 98.86% quality rating and 140.50%
productivity through 2002 mid-year review. Assisted training and implementation of Just Fix It guidelines to the Investor
Communications department. Trained in Level III Personalized Performance.
Investo r C om mun ication s Spe ci al ist 7/99-5/00
Janus, Denver, CO
Responsibility for communications with shareholders. Processed sales and purchase of mutual funds. Provided
information and literature per client request. Licensed Series 6 and 63 registered representative.
EDUCATION
T ow so n U ni ve rsity

3. Towson, MD
• B.S., International Finance