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Van Wilshire
Van Wilshire
Managing Director | William O'Neil + Co., Inc.
Mill Valley, California, United States
Van Wilshire
Summary
Van Wilshire is an accomplished professional with nearly 25 years of experience in institutional equity sales, specializing in serving Hedge Funds, Mutual Funds, and Family Offices. He possesses a deep understanding of asset allocation, derivative hedging strategies, and macroeconomic factors that influence investment decisions. Van's advisory capabilities extend beyond traditional sales, offering clients tailored strategies for risk management and portfolio optimization. His strong interpersonal skills enable him to build lasting relationships in both one-on-one and group settings, making him a trusted partner in the financial services industry. He has held senior roles at prestigious firms such as Citi and Morgan Stanley, showcasing his leadership in equity sales. Van is passionate about staying ahead of market trends and providing insightful analysis to his clients. Outside of work, he has a keen interest in environmental sustainability, reflecting his academic background in Environmental Science. His commitment to excellence and client service has been a hallmark of his career.
Van Wilshire
Work Experience
Managing Director at
William O'Neil + Co., Inc.
October 2020 - Present
Director Equity Sales at
Citi
September 2013 - May 2019
Director Equity Sales at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
March 2008 - July 2012
Director Equity Sales at
Bank of America Merrill Lynch
March 1999 - January 2008
Senior Sales Associate at
PRUDENTIAL SECURITIES PTY. LTD.
May 1997 - December 1998
Van Wilshire
Education
Hampshire college, Bachelor's Degree
January 1989 - January 1993
Frequently Asked Questions about Van Wilshire
What is Van Wilshire email address?
Van Wilshire's primary email address is ************@williamoneil.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Van Wilshire work for?
Van Wilshire is a Managing Director at William O'Neil + Co., Inc..
Where Van Wilshire graduated from?
Van Wilshire holds a degree in Environmental Science from Hampshire college.
How can I directly contact Van Wilshire?
To contact Van Wilshire directly, you can use the email address ************@williamoneil.com. Complete contact information is available upon registration with Muraena.
Who is Van Wilshire?
Van Wilshire is an accomplished professional with nearly 25 years of experience in institutional equity sales, specializing in serving Hedge Funds, Mutual Funds, and Family Offices. He possesses a deep understanding of asset allocation, derivative hedging strategies, and macroeconomic factors that influence investment decisions. Van's advisory capabilities extend beyond traditional sales, offering clients tailored strategies for risk management and portfolio optimization. His strong interpersonal skills enable him to build lasting relationships in both one-on-one and group settings, making him a trusted partner in the financial services industry. He has held senior roles at prestigious firms such as Citi and Morgan Stanley, showcasing his leadership in equity sales. Van is passionate about staying ahead of market trends and providing insightful analysis to his clients. Outside of work, he has a keen interest in environmental sustainability, reflecting his academic background in Environmental Science. His commitment to excellence and client service has been a hallmark of his career.
Van`s contact details
************@williamoneil.com
Colleagues
Managing Director, Research Sales
Managing Director
Vice President
Managing Director - Head of Institutional Sales
Managing Director
Managing Director
Vice-President of Equity Research
Executive Director - Lead Research Analyst
Managing Director