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Lisa O'Neill has extensive work experience in various leadership roles in the financial industry. Lisa is currently working as a Principal at RedHand Partners since 2022. Prior to this, they served as the Executive Vice President of Business Development at Recognos Financial starting from October 2021.

From 2012 to 2021, Lisa worked at The Depository Trust & Clearing Corporation (DTCC). Lisa held the position of Executive Director from April 2019 to September 2021, where they led the Relationship Management Team for Wealth Management Services. Lisa successfully integrated three separate teams, resulting in increased revenues and high client satisfaction. Lisa also represented DTCC on Investment Company Institute (ICI) Committees. Before that, they served as the Director and Senior Relationship Manager, managing a portfolio of strategic accounts and driving cross-selling efforts.

Lisa's previous experience includes working as the VP of Strategic Account Management at Genworth Financial from August 2008 to 2011. Lisa also had a significant role at Merrill Lynch, where they served as the Director of Annuity Sales & Business Development from August 2004 to June 2008. During this time, Lisa led the strategy, marketing, and positioning efforts that resulted in a 20% annual increase in sales. Lisa also played a vital role in increasing the participation of financial advisors in selling annuity products.

Before their role at Merrill Lynch, Lisa worked as the Vice President of Mutual Fund Relationship Management from February 1999 onwards. Lisa managed 128 domestic and international mutual fund vendor relationships and successfully implemented new technologies. Lisa also played a crucial role in cost reduction and management development initiatives.

Overall, Lisa O'Neill has a diverse and successful career in the financial industry, with a focus on relationship management, business development, and strategic leadership.

Lisa O'Neill has a Bachelor of Science degree in Business Administration/Marketing from The College of New Jersey. Lisa also has a Masters degree in MBA Technology Management from the University of Phoenix. In addition to their degrees, Lisa has obtained certifications including FINRA Series 7, 24 & 66 from FINRA, FL Life Health & Variable Annuity License, and Six Sigma Green Belt. The specific years of obtaining these certifications and the institution responsible for FL Life Health & Variable Annuity License are not provided.