Lisa O'Neill
Director of Finance/CFO at LAKELAND FINANCIAL CORPORATION
Net worth: 3 M $ as of 31/03/2024
Profile
Lisa M.
O'Neill is currently the Treasurer & Director at TVG Holdings, Inc., a Director at FNBM Investment Corp., and the Secretary, Treasurer & Director at Veritas Asset Holdings LLC.
She previously worked as the Chief Financial Officer & Executive Vice President at Lakeland Financial Corp.
(Indiana) starting in 2019, and as the Chief Financial Officer & Executive Vice President at Lake City Bank starting in 2014.
Before her current positions, she held the role of Controller at PrivateBancorp, Inc. from 1999 to 2006, Chief Financial Officer at Bank First Corp.
from 2007 to 2014, Senior Audit Manager at Arthur Andersen LLP in 1999, and Chief Financial Officer at Bank First NA (Manitowoc, Wisconsin) from 2007 to 2014.
Ms. O'Neill completed her undergraduate degree at Amherst College in 1989 and her graduate degree at DePaul University in 1990.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 12/03/2024 | 37,929 ( 0.15% ) | 3 M $ | 31/03/2024 |
Lisa O'Neill active positions
| Companies | Position | Start |
|---|---|---|
| LAKELAND FINANCIAL CORPORATION | Director of Finance/CFO | 24/04/2014 |
| Veritas Asset Holdings LLC | Director/Board Member | - |
TVG Holdings, Inc.
 TVG Holdings, Inc. Cable/Satellite TVConsumer Services Part of Bank First Corp., TVG Holdings, Inc. is an American company. | Director/Board Member | - |
| FNBM Investment Corp. | Director/Board Member | - |
Lake City Bank
 Lake City Bank Regional BanksFinance Lake City Bank operates as a state chartered commercial bank. It provides business banking, personal banking and wealth management services. The firm delivers technology driven and client-centric financial services solutions to individuals and businesses. It also provides Business Banking Loans, Agricultural Loans, SBA Loans and Commercial Banking Officers. The company was founded in 1872 and is headquartered in Warsaw, IN. | Director of Finance/CFO | 24/04/2014 |
Former positions of Lisa O'Neill
| Companies | Position | End |
|---|---|---|
Bank First NA (Manitowoc, Wisconsin)
 Bank First NA (Manitowoc, Wisconsin) Major BanksFinance Part of Bank First Corp., Bank First NA is a financial institution based in Manitowoc, WI. The private company offers a range of banking services, including the use of CardValet to manage debit card transactions. Customers can use CardValet to turn their card on and off, set locations where the card can be used, restrict transactions, establish limits, and schedule alerts. Michael B. Molepske has been the CEO of the company since 2005. | Director of Finance/CFO | 01/01/2014 |
| PRIVATEBANCORP INC | Comptroller/Controller/Auditor | 01/05/2006 |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Comptroller/Controller/Auditor | 01/01/1999 |
Training of Lisa O'Neill
| Amherst College | Undergraduate Degree |
| DePaul University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| LAKELAND FINANCIAL CORPORATION | Finance |
| Private companies | 7 |
|---|---|
TVG Holdings, Inc.
TVG Holdings, Inc. Cable/Satellite TVConsumer Services Part of Bank First Corp., TVG Holdings, Inc. is an American company. | Consumer Services |
PrivateBancorp, Inc.
 PrivateBancorp, Inc. Regional BanksFinance PrivateBancorp, Inc. operates as a bank holding company, which through its subsidiary, The PrivateBank & Trust Co., provides banking products and services. The bank offers commercial banking, commercial and real estate lending, treasury management, personal banking, wealth management and trust, capital market, investment and investment banking services. It operates through three segments: Banking, Asset Management and The Holding Company Activities. The Banking segment includes commercial and personal banking services, which includes mortgage originations. The Asset Management segment includes investment management, investment advisory, personal trust and estate administration, custodial and escrow, retirement account administration and brokerage services. The Holding Company Activities segment includes the direct and indirect ownership of banking and nonbanking subsidiaries and the issuance of debt and intersegment eliminations. PrivateBancorp was founded by Ralph B. Mandell in 1989 and is headquartered in Chicago, IL. | Finance |
Lake City Bank
Lake City Bank Regional BanksFinance Lake City Bank operates as a state chartered commercial bank. It provides business banking, personal banking and wealth management services. The firm delivers technology driven and client-centric financial services solutions to individuals and businesses. It also provides Business Banking Loans, Agricultural Loans, SBA Loans and Commercial Banking Officers. The company was founded in 1872 and is headquartered in Warsaw, IN. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
Bank First NA (Manitowoc, Wisconsin)
Bank First NA (Manitowoc, Wisconsin) Major BanksFinance Part of Bank First Corp., Bank First NA is a financial institution based in Manitowoc, WI. The private company offers a range of banking services, including the use of CardValet to manage debit card transactions. Customers can use CardValet to turn their card on and off, set locations where the card can be used, restrict transactions, establish limits, and schedule alerts. Michael B. Molepske has been the CEO of the company since 2005. | Finance |
| FNBM Investment Corp. | |
| Veritas Asset Holdings LLC |
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