John O'Callaghan Email & Phone Number
Private Wealth Manager at Touch Financial Group @ Sigma Financial Corporation
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John O'Callaghan Location
- Mount Prospect, IL, US
John O'Callaghan Work
- Private Wealth Manager at Touch Financial Group @ (April 2023 - Present)
- Private Wealth Manager @ (June 2014 - April 2023)
- Financial Advisor and VP @ (May 2004 - June 2014)
- Financial Advisor @ (May 2004 - June 2014)
- Financial Consultant @ (January 2003 - January 2004)
- Financial Advisor and Reg. Rep. @ (January 1971 - January 2003)
John O'Callaghan Education
- Christian Brothers University
B.S. (Business Admin.)
1964-1968 - Loyola Academy
High School
1961-1964 - St. Paul of the Cross grade school 1953-1960
- The American College of Financial Services
Chartered Financial Consultant
- SMU
John O'Callaghan Skills
- 529 Plans
- College Savings Plans
- Estate Planning
- Finance
- Financial Advisory
- Fixed Annuities
- Insurance
- Investments
- Life & Health Insurance Licenses
- Life Insurance
- Long Term Care Insurance
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Strategic Financial Planning
- Strategic Planning
- Wealth Accumulation
- Wealth Management
- Upstream
- CLU
- Business Development
- Business Analysis
- Financial Services
- ChFC
- Marketing
- Customer Service
- Management
- Project Management
- Services
- Life And Health Insurance Licenses
John O'Callaghan Summary
- John O'Callaghan, based in Mount Prospect, IL, US, is currently a Private Wealth Manager at Touch Financial Group at Sigma Financial Corporation. John O'Callaghan brings experience from previous roles at Sigma Financial Corporation, Lincoln Park Financial Group, LLC, Commonwealth Financial Network and LPL Financial. John O'Callaghan holds a 1964 - 1968 B.S. in Business Admin. @ Christian Brothers University. With a robust skill set that includes 529 Plans, College Savings Plans, Estate Planning, Finance, Financial Advisory and more. John O'Callaghan has 1 mobile phone numbers on RocketReach.
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Top Sigma Financial Corporation Employees
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Palmetto, FL, US
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Ann Arbor, MI, US
Anastasia Cadotte
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Canton, MI, US
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Joe Aif
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Marc Geller
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Beth Allen
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Crystal Calla
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Caroline Stewart
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Van Washington
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Terry Delongchamp
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