2021 -
2025 Financial Advisor, Managing Director -Investments @
2016 -
2021 Vice President and Investments - Stifel @
2013 -
2016 Registered Associate @ Raymond James & Associates
1999 -
2013 Registered Sales Assistant @
Ann Connolly Education
St. Edward's University
Bachelor of Business Administration (B.B.A.) (Marketing)
1987
-
1988
Trinity University
(Attended classes.)
1983
-
1986
Ann Connolly Skills
Alternative Investments
Fixed Income
Bonds
Retirement Planning
Wealth Management Services
Portfolio Management
Investments
Bloomberg
Investment Advisory
Asset Allocation
Equities
Wealth Management
Mutual Funds
Strategic Financial Planning
Investment Strategies
Asset Management
Certified Financial Planner
Trading
Hedge Funds
Investment Management
Financial Markets
Ann Connolly Summary
Ann Connolly, based in Austin, TX, US, is currently a Founder, Managing Director at Arrowhead Private Wealth &Partners. Ann Connolly brings experience from previous roles at Wells Fargo Advisors, Stifel Financial Corp., Raymond James & Associates and Morgan Keegan. Ann Connolly holds a 1987 - 1988 Bachelor of Business Administration (B.B.A.) in Marketing @ St. Edward's University. With a robust skill set that includes Alternative Investments, Fixed Income, Bonds, Retirement Planning, Wealth Management Services and more. Ann Connolly has 2 emails and 2 mobile phone numbers on RocketReach.
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