Kelly O'Neill

Kelly O'Neill

Marketing Manager
Office: Boston, MA

Education & Certificates

B.A., College of the Holy Cross

Professional Background

I joined CWA in May, 2021. I started at Pinnacle Advisory Group in 2013 working with its outsourcing platform for advisors - now CW Advisor Solutions. Prior to moving in to financial services I worked in international travel as Director of Sales and Marketing for the BritRail Pass product line.

Personal Interests

I enjoy traveling and am working towards visiting all 30 Major League Baseball parks with my family. I also enjoy long walks with my two rescue dogs.