Jan O'Connell Location
Austin, TX, US
Jan O'Connell Work
- 2006 - now Senior Registered Client Service Associate @ UBS Group AG
- 2003 - 2006 Registered Sales Assistant @ RiverStone Wealth Management
Jan O'Connell Education
Jan O'Connell Skills
- Series 63
- Retirement Planning
- Asset Allocation
Jan O'Connell Summary
Jan O'Connell, based in Austin, TX, US, is currently a Senior Registered Client Service Associate at The Pickle Group - UBS Financial Services Inc.. Jan O'Connell brings experience from previous roles at RiverStone Wealth Management. Jan O'Connell holds a Bachelor of Business Administration (B.B.A.) - Finance in Finance @ The University of Texas at Austin - Red McCombs School of Business. With a robust skill set that includes Series 63, Retirement Planning, Asset Allocation and more. Jan O'Connell has 2 emails on RocketReach.