Colin O’Neal, Sr. Vice President, Institutional Sales, supports the firm’s trading team while maintaining direct relationships with institutional clients and actively executing municipal bond transactions.
With more than a decade of experience in the financial services industry, Mr. O’Neal works closely with institutional investors to identify investment opportunities, provide market insight, manage risk and execute customized municipal bond strategies. He also assists clients with the structuring of Tender Option Bonds (TOBs) and other solutions designed to meet their specific investment objectives.
A native of San Diego, Mr. O’Neal began his career in the insurance industry, where he developed a strong foundation in finance, client service and relationship management.
Mr. O’Neal earned his undergraduate degree from Montana State University.