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John O'Callaghan Location
Mount Prospect, IL, US
John O'Callaghan Work
2023 -now Private Wealth Manager at Touch Financial Group @
2014 -2023 Private Wealth Manager @
2004 -2014 Financial Advisor and VP @
2004 -2014 Financial Advisor @
now Financial Consultant @
now Financial Advisor and Reg. Rep. @
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
SMU
Chartered Financial Consultant
The American College
John O'Callaghan Skills
Estate Planning
Financial Advisory
Fixed Annuities
Insurance
Upstream
Retirement Planning
Portfolio Management
CLU
Investments
Business Development
Business Analysis
Finance
Strategic Planning
Financial Services
Wealth Management
Life Insurance
Mutual Funds
ChFC
Strategic Financial Planning
College Savings Plans
Wealth Accumulation
Marketing
Customer Service
Long Term Care Insurance
Management
Project Management
Retirement
Services
Life And Health Insurance Licenses
529 Plans
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 Estate Planning, Financial Advisory, Fixed Annuities, Insurance, Upstream and more.
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