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 @
- 1997 -2004 Employee Benefits Relationship Manager @
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
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.
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