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Nicole O’Neill

Chief Administrative Officer

Nicole joins the Firm bringing 20+ years of experience in Financial Services, specializing in large-scale technology integrations, transformation program and product delivery, business process improvements and end-to-end client experience oversight.

Having held various positions across many divisions at State Street Corporation, Price Waterhouse Coopers (PwC), and Charles River Development, Nicole brings a well-rounded, client-oriented skillset and a comprehensive background in scaling financial services firms.

Nicole is PMP® certified and earned a bachelor’s degree in business administration, with a dual-major in Marketing and Computer Information Systems from Bryant University.

617-410-4813

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