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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

John O'Connell
Founder & CEO at The Oasis Group
Speaker

Profile


John brings over 30 years of leadership experience across emerging businesses and established organizations. He began his career developing financial applications at Merrill Lynch and played a key role in an IPO and the sale of two firms. He later held North American leadership roles at Oracle for over eight years and served in C-level customer-facing positions at two global, publicly traded companies.

John is the inventor of the Activist Investor Arc, a concept outlined in his best-selling book, Rise of The Activist Investor.

As the Founder and CEO of The Oasis Group, John helps wealth management firms with technology selection, cybersecurity assessments, data analytics, and AI solutions. Under his leadership, The Oasis Group launched the AI WealthTech Map to guide firms in discovering leading AI tools. John also publishes industry research, authors the Vantage Point newsletter, and contributes to major industry publications

Agenda Sessions

  • From Chaos to Clarity: How Clean Data Fuels AI Insights

    2:10pm