Wesley O’Neil is a Portfolio Administrator who recently joined the Mayfield Financial Services team in October 2024. He utilizes his knowledge and passion in assisting the Director of Investments in executing strategic decisions and maintenance of model portfolios aiming to enhance customer satisfaction. In addition to his core responsibilities, he contributes to the technological framework of the company, leveraging tools and software to streamline operations to enhance efficiency.
He obtained his bachelor’s degree from Cleveland State University and currently holds a Series 65 and a Series 7 license. Wesley is currently studying to obtain the Series 63, Series 24 and the AIF designation. His commitment to continuous learning and professional development reflects his passion for the financial industry and his desire to deliver exceptional value to our clients.
Wesley is originally from Painesville Ohio while currently residing in Downtown Cleveland. He enjoys spending time with his close friends and family, attending concerts, weightlifting, playing board games and staying active.