Our executive management team is focused on understanding your needs and is committed to nurturing a culture to adhere to this standard. We are diligent in earning your trust and are steadfast in our commitment toward your success. We are proud of our 50 year history of delivering uncommon stability in uncertain times and will continue to support your business.
Your business. Your vision. We'll help.
Patrick joined Ohio National and ONESCO in 2014 and advanced to president and chief executive officer, The O.N. Equity Sales Company in January 2015. He has 28 years in the financial services industry serving as a registered representative, wholesaler, and as president and chief executive officer at two major broker dealers.
How does ONESCO set itself apart as a broker dealer?
Making a decision to move your business to another broker dealer is not easy. If you’re looking for stability look no further. ONESCO celebrated its 50th birthday in 2018. Our executive team averages 20+ years in the industry, most of that experience at ONESCO. If you’re looking for independence, look no further. A true entrepreneurial platform must include choice of products, technology and support to grow and prosper in this ever changing financial world. When it’s time for a change, "we'll be here".
Jay joined Ohio National in 1999 and served as ONESCO’s chief compliance officer from 2004-2012, then as its chief operating officer until 2015, when he moved into his current role. He received his undergraduate degree from Miami University and holds the Certified Regulatory and Compliance Professional (CRCP) designation.
How does ONESCO foster independence and sales growth?
We believe strongly in providing local, independent advice and our robust platform provides you access to a wide-range of solutions to meet your clients' needs. You are not incented to recommend one product over another and you are truly independent.
Andy joined Ohio National in 2000 as a field compliance manager and was promoted to the officer level in 2006. He earned a bachelor’s degree in Economics from Indiana University and a Masters of Business Administration from the University of Cincinnati.
How does Compliance help reps successfully conduct business?
We work collaboratively with you to ensure that business is conducted in a compliant manner while allowing you to operate your independent business as you see fit. We can help you find a solution and provide alternatives that meet your clients objectives and suits your business model.
Nancy joined Ohio National in 1997 as a senior programmer analyst. She joined ONESCO as director, ONESCO operations in 2009 and became the chief operations officer in May 2015. In 2016, she was promoted to her current role of Vice President, ONESCO operations. She received her undergraduate degree from Miami University.
What core standards guide ONESCO Operations?
We strive to provide excellent customer service by setting high standards in all that we do. This ranges from the speed of answering your phone calls, to processing your applications, to paying your commissions. From account opening, to transaction review, to timely and accurate compensation payment, our experienced and cross-trained team is fully equipped to meet your needs.