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RIA Edge West
October 7-9, 2024
Ritz-Carlton | Marina del Rey, CA

John O'Connell
CEO & Founder at The Oasis Group


Mr. O’Connell has more than 30 years of leadership experience in both emerging businesses and mature, established organizations. He started his career designing and developing financial applications at Merrill Lynch and KPMG Peat Marwick. He was a member of the leadership team for an IPO, sale of a firm, and packaging 2 other firms for sale. He held North American leadership positions at Oracle for over 8 years. He was the president of a FinTech firm and held C-level customer facing roles at two other FinTech firms.

John is the Founder and Chief Executive Officer for The Oasis Group. A firm specializing in helping wealth management firms to solve their most complex challenges. The Oasis Group helps firms with technology selection and implementation and with wealth management firms processes to attract, sell, propose, onboard, and service new clients.

John is the author of Rise of The Activist Investor, a handbook for investors who would like their money to reflect their values by exercising their rights as owners of publicly traded firms. He invested the Activist Investor Arc to describe how retail investors progress through different phases of activist investing.

John holds a Bachelor of Science degree from the College of Staten Island and an MBA from Rider University.

Agenda Sessions

  • CTO Think Tank