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Van Wilshire

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Van Wilshire

Managing Director | William O'Neil + Co., Inc.

Mill Valley, California, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Van Wilshire

Work Experience

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Managing Director at

William O'Neil + Co., Inc.

October 2020 - Present

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Director Equity Sales at

Citi

September 2013 - May 2019

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Director Equity Sales at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

March 2008 - July 2012

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Director Equity Sales at

Bank of America Merrill Lynch

March 1999 - January 2008

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Senior Sales Associate at

PRUDENTIAL SECURITIES PTY. LTD.

May 1997 - December 1998

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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

mail

************@williamoneil.com

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Vida Bruozis

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