Andy O'Connell Email & Phone Number
Financial Advisor - Account Vice President @ UBS Group AG
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Andy O'Connell Location
- Dallas, TX, US
Andy O'Connell Work
- 2013 -now Financial Advisor - Account Vice President @
- 2007 -2013 Vice President @ JPMorgan Private Bank
- 2005 -2007 Portfolio Manager @
Andy O'Connell Education
- Southern Methodist University
Finance
1998-2002
Andy O'Connell Skills
- Account Management
- Strategy
- Project Management
- Leadership
- Financial Analysis
- Microsoft Office
- Wealth Management
- Management
- ADP Payroll
- Employee Benefits
- Accounting
- Customer Service
- Business Analysis
- Analysis
Andy O'Connell Summary
- Andy O'Connell, based in Dallas, TX, US, is currently a Financial Advisor - Account Vice President at UBS Financial Services. Andy O'Connell brings experience from previous roles at JPMorgan Private Bank and JPMorgan Private Wealth Management. Andy O'Connell holds a 1998 - 2002 Finance @ Southern Methodist University. With a robust skill set that includes Account Management, Strategy, Project Management, Leadership, Financial Analysis and more. Andy O'Connell has 4 emails and 2 mobile phone numbers on RocketReach.
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