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TERRY
R. O'NEILL
President and CEO, The O'Neill
Company
Leadership and Entrepreneurialism
In 1978, Terry R. O’Neill founded The O’Neill Company. Since
then he has served as president and CEO of this consulting Firm. In
January 2005 The O’Neill Company became a Partner with NFP (National Financial Partners. The professionals at The O’Neill Company specialize
in employee benefit planning, executive benefit planning, and business
succession planning for organizations, as well as financial, estate,
and retirement planning for individuals.
Boards, Councils, Advisory Appointments
and Nominations
• Nominated to Serve as an Adviser to the Federal Open Market
Committee, 2005, 2006, 2007 and 2008
• Member, Planned Giving Advisory Board, University of California
at Irvine, 2004-present
• Advisor to The Small Business Council of America, 2003-present
• Associate Adviser and Member to the Milken Institute, a non-partisan
economic think tank,
2000-present
• Advised two California governors and several state legislators
on business and economic issues, 1991, 2004-present
• Member, Advisory Council, General American/Met-Life, 1996-2002;
Chairman, 2001
• Member, Advisory Council, Asuza Pacific University Business
School, 1997-2000
• Served on numerous committees of financial services professionals
that advised Congress and the U.S. Treasury on employee and executive
benefit plans, 1996-2005
• Board member, Association for Advanced Life Underwriting, 1996-1998
• Board member, The International Forum, 1989-1995, 2003; President,
1995
• Board member, The Roundtable, 1993-1994
Publications: Book
The Life Insurance Kit, a consumer guide, Dearborn Financial Publishing,
1993
Publications: Journals
Articles on financial topics in Employee Benefit Plan Review, Financial
Services Week, Leaders Magazine, Life Association News, The National
Underwriter, San Diego Commerce, Solutions, and Workforce.com.
Media Appearances
• Frequently a guest expert on business and financial topics on
Southern California television and radio, including The Business Channel
• Profiled in Leadership Magazine and Orange County Register
Speaking/Conferences
• Regularly speaks on financial innovation, retirement planning,
health care benefits and planning, employee and executive benefits,
estate planning, and other financial topics to business owners, executives,
benefits professionals, accountants, attorneys, and consumers.
• Speaks at conferences and conclaves, including:
- TechnoLink Conference, 2005, 2004, 2003
- International Forum, 2005, 2002, 2001, 1985, 1994, 1993, 1992, 1991
- National Association for Business Economics, Los Angeles Chapter,
2003
- The Roundtable, 1991, 1985, 1983
- Association for Advanced Life Underwriting, 1998, 1996, 1995, 1994
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