Helen O'Hara Email & Phone Number
Wealth Management Advisor, Vice President @ Merrill Lynch
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Helen O'Hara Location
- Exton, PA, US
Helen O'Hara Work
- 2011 -now Wealth Management Advisor, Vice President @
- 1983 -2011 Vice President @
Helen O'Hara Education
- Villanova University - School of Business
Bachelor's Degree
Helen O'Hara Skills
- Wealth Planning and Investment Management
- Teaching-Educating
- Retirement and Career Transition Planning
- Customized Investment Strategies
- Wealth Management and Retirement Planning
- Financial Education
- Social Security What-If Scenarios
- College Savings Strategies
- Social Security
- Teaching Educating
- Life and Health Insurance Licenses
- Retirement Plans for Business
- Strategies for Income in Retirement
- Business Owner Planning
- Retirement Planning
- Property Management
- Investments
- Strategic Planning
- Wealth Management
- Holistic Financial Planning
- College Funding
- Portfolio Management and Investment Stratgies
- Integration
- Social Security What if Scenarios
- Microsoft Excel
- Variable Annuities
- Qualified Retirement Plans
- Financial Strategies for Women
- Investment Advisory
- College Education Planning
- Leadership
- Marketing
- Team Leadership
- Alternative Investments
- Real Estate
- Retirement Plan Consulting
- Program Management
Helen O'Hara Summary
- Helen O'Hara, based in Exton, PA, US, is currently a Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management. Helen O'Hara brings experience from previous roles at Patterson-Schwartz Real Estate. Helen O'Hara holds a Bachelor's Degree @ Villanova University - School of Business. With a robust skill set that includes Wealth Planning and Investment Management, Teaching-Educating, Retirement and Career Transition Planning, Customized Investment Strategies, Wealth Management and Retirement Planning and more. Helen O'Hara has 2 emails on RocketReach.
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