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Adam O'Connor Location
Chicago, IL, US
Adam O'Connor Work
2015 -now Senior Regional Director @
2014 -2015 Senior Vice President, Regional Director @ F-Squared Investments
2011 -2014 Regional Sales Director - Midwest Region @
2009 -2010 Internal Wholesaler @
2005 -2009 Client Service @
2004 -2005 Investor Services Representative @
Adam O'Connor Education
Bates College
BA (Economics)
2000-2004
Adam O'Connor Skills
Separately Managed Accounts
Mutual Funds
Fixed Income
Equities
Financial Services
Relationship Management
Asset Allocation
Series 63
New Business Development
Asset Management
Investments
Investment Management
Investment Strategies
Portfolio Management
Wealth Management
Investment Advisory
Securities
Bloomberg
Bonds
Series 6
ETFs
Series 7
Alternative Investments
FINRA
Adam O'Connor Summary
Adam O'Connor, based in Chicago, IL, US, is currently a Senior Regional Director at William Blair & Company. Adam O'Connor brings experience from previous roles at F-Squared Investments and Gannett Welsh & Kotler. Adam O'Connor holds a 2000 - 2004 BA in Economics @ Bates College. With a robust skill set that includes Separately Managed Accounts, Mutual Funds, Fixed Income, Equities, Financial Services and more. Adam O'Connor has 1 emails and 2 mobile phone numbers on RocketReach.
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