Chad O'Connell Email & Phone Number

Investment Advisor @ Dopkins Wealth Management, LLC

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Chad O'Connell Location

New York, United States

Chad O'Connell Work

2004 - now Investment Advisor @ Dopkins Wealth Management, LLC
1997 - 2004 Employee Benefits Relationship Manager @ M&T Bank

Chad O'Connell Education

Canisius College
Master of Business Administration (MBA)
1995 - 1997
Rochester Institute of Technology
Bachelor of Science (B.S.) (Finance, General)
1990 - 1993

Chad O'Connell Skills

Employee Benefit Plan Design
Registered Investment Advisor
Retirement Plan Consulting

Investment Advisory Services
Fiduciary Services
Wealth Management

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Chad O'Connell Summary

Chad O'Connell, based in New York, United States, is currently a Investment Advisor at Dopkins Wealth Management, LLC. Chad O'Connell brings experience from previous roles at M&T Bank. Chad O'Connell holds a 1995 - 1997 Master of Business Administration (MBA) @ Canisius College. With a robust skill set that includes Employee Benefit Plan Design, Registered Investment Advisor, Retirement Plan Consulting, Investment Advisory Services, Fiduciary Services and more. Chad O'Connell has 1 emails and 1 mobile phone numbers on RocketReach.

Chad O'Connell Emails

Found 1 emails

@dopkins.com

Chad O'Connell Phone Numbers

Found 1 phone numbers

+1 716-946-XXXX

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