Amy O'Connell Email & Phone Number
Director Of Operations @ Balance Wealth Advisors
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Amy O'Connell Location
- Wellesley, MA, US
Amy O'Connell Work
- Director Of Operations @ (January 2017 - Present)
- Financial Advisor and Managing Partner @ (January 2017 - Present)
- Manager of Advisor Relationships @ (February 2009 - October 2018)
- Sales Professional @ (October 1997 - April 2009)
Amy O'Connell Skills
- Property & Casualty Insurance
- Insurance
- Liability
- General Insurance
- Underwriting
- Training
- Casualty
- Retirement
- Umbrella Insurance
- Claim
- Risk Management
- Claims Management
- Process Improvement
- Finance
- Business Process Improvement
- Retirement Planning
- Casualty Insurance
- Property And Casualty Insurance
Amy O'Connell Summary
- Amy O'Connell, based in Wellesley, MA, US, is currently a Director Of Operations at Balance Wealth Advisors. Amy O'Connell brings experience from previous roles at Balance Wealth Advisors and Ameriprise Financial Services, LLC. With a robust skill set that includes Property & Casualty Insurance, Insurance, Liability, General Insurance, Underwriting and more. Amy O'Connell has 3 emails and 1 mobile phone numbers on RocketReach.
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