Gerald O'Connell Email & Phone Number
Partner - Tax Planning @ BakerAvenue Wealth Management
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Gerald O'Connell Location
- San Francisco, CA, US
Gerald O'Connell Work
- Partner - Tax Planning @ (April 2020 - Present)
- Senior Tax Advisor @ (November 2018 - April 2020)
- Independent Tax Consultant @ Gerald O'Connell (September 2012 - November 2018)
- Director Origination @ Conservation Finance International (January 2007 - January 2010)
- Director - Structured Finance - Sales @ Dresdner Bank (January 2003 - January 2006)
- Director - Tax Structured Products @ Lazard Financial Products, London (January 2001 - January 2003)
- Director @ Societe General, London (January 1998 - January 2001)
- Director @ Canadian Imperial Bank (January 1995 - January 1997)
- Tax Consultant @ KPMG and Deloitte (October 1989 - November 1995)
Gerald O'Connell Education
- Golden Gate University
Master's in Taxation (MST) (Tax Law/Taxation)
2017-2019 - Warwick Business School
MBA (Accounting)
1987-1989 - Queens University Belfast
Economics (Economics and Accounting)
1983-1986
Gerald O'Connell Skills
- Concentrated Stock Management
- Capital Gains Management
- Alternative Minimum Tax
- Retirement Planning
- Tax Mitigation
- Financial Modeling
- Investment Banking
- Structured Finance
- Bonds
- Banking
- Loan Origination
- Corporate Finance
- Tax
- Structured Products
- Financial Risk
- Financial Structuring
- Hedge Funds
- Equities
Gerald O'Connell Summary
- Gerald O'Connell, based in San Francisco, CA, US, is currently a Partner - Tax Planning at BakerAvenue Wealth Management. Gerald O'Connell brings experience from previous roles at Moskowitz LLP, A Tax Law Firm, Gerald O'Connell, Conservation Finance International and Dresdner Bank. Gerald O'Connell holds a 2017 - 2019 Master's in Taxation (MST) in Tax Law/Taxation @ Golden Gate University. With a robust skill set that includes Concentrated Stock Management, Capital Gains Management, Alternative Minimum Tax, Retirement Planning, Tax Mitigation and more. Gerald O'Connell has 2 emails on RocketReach.
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