Doug Oconnell Location
Chicago, IL, US
Doug Oconnell Work
- 2016 - now CERTIFIED FINANCIAL PLANNER™ @ HighPoint Planning Partners
- 2010 - 2016 Vice President, Investment Executive @ Fifth Third Bank
- 2004 - 2010 Vice President, Financial Advisor @ Citi Smith Barney
- 2002 - 2004 Financial Advisor @ UBS Paine Webber
Doug Oconnell Education
- Northwestern University
CERTIFIED FINANCIAL PLANNER™ Professional (Financial Planning and Services)
2011 - 2012 - Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA) (Marketing)
1996 - 1997 - San Francisco State University
Bachelor of Science (BS) (Computer Software Engineering)
1979 - 1981
Doug Oconnell Skills
- Microsoft Office
- Strategy
- Microsoft Excel
- Certified Financial Planner
- Equities
- Derivatives
- Portfolio Management
- Mutual Funds
- Theatre
Doug Oconnell Summary
Doug Oconnell, based in Chicago, IL, US, is currently a CERTIFIED FINANCIAL PLANNER™ at HighPoint Planning Partners. Doug Oconnell brings experience from previous roles at Fifth Third Securities, Citi Smith Barney and UBS Paine Webber. Doug Oconnell holds a 2011 - 2012 CERTIFIED FINANCIAL PLANNER™ Professional in Financial Planning and Services @ Northwestern University. With a robust skill set that includes Microsoft Office, Strategy, Microsoft Excel, Certified Financial Planner, Equities and more. Doug Oconnell has 1 emails and 2 mobile phone numbers on RocketReach.
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