Ata William O'Connor Email & Phone Number
Founder, Applied Financial Planning Inc @ Applied Financial
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Ata William O'Connor Location
- Orange County, California, United States
Ata William O'Connor Work
- 1986 -now Founder, Applied Financial Planning Inc @
- 1988 -1992 Adjunct Faculty - Business Mgm't - Financial Planning @
- 1979 -1986 Vice President, Senior Credit Officer and Area Manager @
Ata William O'Connor Education
- Ashford University
Bachelor of Arts (B.A.) ( Business Administration and Management, General, 3.69 - Cum Laude)
- University of Southern California
CFP ( Personal Financial Planning Program)
Ata William O'Connor Skills
- Estate Planning
- Investment Management
- Financial Planners
- Wealth Management
- Tax Preparation
- Management
- Strategic Financial Planning
- Financial Advisory
- Financial Services
- Financial Planning
- Insurance
- Securities
- Strategic Planning
- Employee Benefits
- Banking
- Portfolio Management
- Wealth
- Tax
- Accounting
- Management Consulting
- Small Business
- CRM
- Tax Planning
- Financial Analysis
- Risk Management
- Series 63
- Retirement
- Credit
- Investment Advisory
- 401k
- Auditing
- Marketing
- Asset Allocation
- Financial Markets
- Alternative Investments
- Life Insurance
- CPA
- Fixed Annuities
- Long-term Care
- Trusts
- IRAs
- Series 7
- Mutual Funds
- Investments
- Finance
- Retirement Planning
- Investment Strategies
- Certified Financial Planner
- Asset Managment
- Disability Insurance
- Public Speaking
- Business Development
- Strategy
- Long Term Care
Ata William O'Connor Summary
- Ata William O'Connor, based in Orange County, California, United States, is currently a Founder, Applied Financial Planning Inc at Applied Financial. Ata William O'Connor brings experience from previous roles at Uc Irvine and Crocker National Bank. Ata William O'Connor holds a Bachelor of Arts (B.A.) in Business Administration and Management, General, 3.69 - Cum Laude @ Ashford University. With a robust skill set that includes Estate Planning, Investment Management, Financial Planners, Wealth Management, Tax Preparation and more. Ata William O'Connor has 1 emails and 2 mobile phone numbers on RocketReach.
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