Full Name
John O'Connell
Job Title
CEO and Founder
Company
The Oasis Group
Speaker Bio
John is the Founder and CEO of The Oasis Group, a firm that helps wealth management companies with technology selection, cybersecurity, data warehousing, analytics, and AI solutions. Under his leadership, The Oasis Group introduced the AI WealthTech Map, a resource for financial advisors. John is also the author of the Vantage Point Peaks for Custodian Platforms research, writes the Vantage Point newsletter, and frequently contributes to leading industry publications.
With over 30 years of leadership experience, John began his career at Merrill Lynch, designing financial applications, and played a key role in an IPO and the sale of two firms. He later served in senior North American leadership roles at Oracle for over eight years and held C-level 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.
With over 30 years of leadership experience, John began his career at Merrill Lynch, designing financial applications, and played a key role in an IPO and the sale of two firms. He later served in senior North American leadership roles at Oracle for over eight years and held C-level 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.
