Tarah O'neill
About Tarah O'neill
Tarah O'Neill is a Registered Client Service Associate at UBS, where she has worked since 2017. She has previous experience in financial services, including roles at Mesirow Financial and Stifel Financial Corp.
Work at UBS
Tarah O'Neill has been employed at UBS since 2017, serving as a Registered Client Service Associate. In this role, she is responsible for providing support to clients and assisting with their financial needs. Her tenure at UBS spans over seven years, during which she has developed a strong understanding of client service operations within the financial sector.
Previous Experience in Financial Services
Prior to her current position at UBS, Tarah O'Neill worked at Mesirow Financial as a Transfer of Accounts Specialist from 2007 to 2015. This role lasted for eight years and was based in the Greater Chicago Area. Following her time at Mesirow Financial, she joined Stifel Financial Corp. as a Registered Sales Assistant, where she worked for two years from 2015 to 2017 in Chicago.
Education and Expertise
Tarah O'Neill studied at City Colleges of Chicago-Wilbur Wright College, where she earned an Associate of Arts (A.A.) degree. Her educational background has provided her with foundational knowledge applicable to her roles in the financial services industry.
Career Progression
Tarah O'Neill's career in the financial services industry reflects a steady progression through various roles. Starting as a Transfer of Accounts Specialist at Mesirow Financial, she transitioned to a Registered Sales Assistant at Stifel Financial Corp. before taking on her current position at UBS. This trajectory demonstrates her commitment to client service and operational support in finance.