Daniel O'Connor Email & Phone Number
Vice President, Investment Consultant- Portfolio Manager Specialist @ Morgan Stanley
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Daniel O'Connor Location
- New York, NY, US
Daniel O'Connor Work
- 2024 -now Vice President, Investment Consultant- Portfolio Manager Specialist @
- 2017 -2024 Vice President Municipal Bond Advisory Sales and Trading @
- 2016 -2017 Internal Investment Consultant @
- 2014 -2016 Client Service Associate @ J.P. Morgan Securities
- 2013 -2014 Institutional Sales Assistant @
- 2011 -2011 Talent Acquisition Intern @ MF Global
Daniel O'Connor Education
- Elon University - Martha and Spencer Love School of Business
B.S (Accounting)
2008-2012
Daniel O'Connor Skills
- Critical Thinking
- Capital Markets
- Client Relations
- Customer Relationship Management (CRM)
- Responsiveness
- Problem Solving
- External Clients
- Communication
- Market Knowledge
- Fixed-Income Investing
- Client Presentation
- Investment Strategies
- Investments
- Financial Advisory
- Asset Management
- Wealth Management Services
- Sales
- Trading
- Portfolio Management
- Asset Gathering & Retention
- Investment Advisory Services
- Investment Analysis
- Overcoming Adversity
- Workday
- Fixed Income
- Account Management
- Onboarding
Daniel O'Connor Summary
- Daniel O'Connor, based in New York, NY, US, is currently a Vice President, Investment Consultant- Portfolio Manager Specialist at Morgan Stanley. Daniel O'Connor brings experience from previous roles at Morgan Stanley, AMG Funds, J.P. Morgan Securities and Piper Jaffray. Daniel O'Connor holds a 2008 - 2012 B.S in Accounting @ Elon University - Martha and Spencer Love School of Business. With a robust skill set that includes Critical Thinking, Capital Markets, Client Relations, Customer Relationship Management (CRM), Responsiveness and more. Daniel O'Connor has 2 emails and 1 mobile phone numbers on RocketReach.
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