Wendy O’Neil

Sr. Financial Analyst
Relator
Adaptability
Responsibility
Communication
Arranger

Wendy joined the Lighthouse Strategic Solutions team in September 2021 as a part-time Financial Analyst, bringing more than 35 years of experience in banking, risk management, data quality controls, and data analysis. Prior to joining Lighthouse, Wendy spent 36 years with Wells Fargo Bank, most recently serving as a Risk Manager with the Enterprise Credit Consulting Group. Her extensive background provides valuable insight and a strong analytical perspective to the Lighthouse team.

Now, as a Senior Financial Analyst, Wendy supports clients through data collection, interpretation, reconciliation, and research. Her work includes month-end financials, budgeting, forecasting, and year-end analysis. She brings a detail-oriented and thoughtful approach to each project, using her experience in risk management and data analysis to help clients understand their financial information and make informed decisions.

Wendy’s extensive knowledge, attention to detail, and steady approach make her a valued member of the Lighthouse team. She is committed to providing reliable financial support and helping clients navigate their data and financial needs with confidence. Her experience and dedication continue to bring light, stability, and value to Lighthouse Strategic Solutions.