Jake O'Connell Email & Phone Number
Assistant Vice President - AML Investor On-Boarding @ Brown Brothers Harriman
Jake O'Connell Location
Boston, MA, US
Jake O'Connell Work
- 2024 - now Assistant Vice President - AML Investor On-Boarding @ Brown Brothers Harriman
- 2022 - 2024 Team Leader - AML Investor On-Boarding @ Brown Brothers Harriman
- 2019 - 2022 AML Supervisor - Transfer Agency @ Brown Brothers Harriman
- 2017 - 2019 Assistant Vice President - Client Operations @ State Street
- 2015 - 2017 Officer - Client Service - Wealth Management @ State Street
- 2013 - 2015 Senior Associate - Investor Services @ State Street
- 2010 - 2013 Security Valuations @ State Street
- 2009 - 2009 Intern @ Commonwealth Financial Group
- 2008 - 2008 Intern @ Blue Cross Blue Shield of Massachusetts
Jake O'Connell Education
- The University of Georgia
Bachelor of Science (B.S.) (Financial Planning)
2006 - 2010
Jake O'Connell Summary
Jake O'Connell, based in Boston, MA, US, is currently a Assistant Vice President - AML Investor On-Boarding at Brown Brothers Harriman. Jake O'Connell brings experience from previous roles at Brown Brothers Harriman and State Street. Jake O'Connell holds a 2006 - 2010 Bachelor of Science (B.S.) in Financial Planning @ The University of Georgia. Jake O'Connell has 1 emails and 1 mobile phone numbers on RocketReach.
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