Internal Wholesaler @ (January 2005 - January 2007)
Vice President, Relationship Manager - National Accounts @ (January 2003 - January 2005)
Vice President, External Wholesaler @ (January 2000 - January 2003)
Retirement Specialist @ (January 1998 - January 2000)
Institutional Retirement Plans Representative @ (January 1994 - January 1998)
Investor Services Representative @ (March 1993 - January 1994)
John O'Connor Jr. Education
UCLA Anderson School of Management
Anderson School of Management Executive Education (Behavioral Finance & Decision Theory)
2018-2018
Iowa State University - Ivy College of Business
Bachelor of Business Adminstration (Finance)
1987-1992
John O'Connor Jr. Skills
Mutual Funds
Wealth Management
Investments
Retirement Planning
Investment Strategies
Retirement
Asset Management
Alternative Investments
Finance
Series 7
Securities
Financial Services
Asset Allocation
John O'Connor Jr. Summary
John O'Connor Jr., based in Kansas City, MO, US, is currently a Vice President and Manager, North America Institutional and Workplace Retirement at American Century Investments. John O'Connor Jr. brings experience from previous roles at American Century Investments. John O'Connor Jr. holds a 2018 - 2018 Anderson School of Management Executive Education in Behavioral Finance & Decision Theory @ UCLA Anderson School of Management. With a robust skill set that includes Mutual Funds, Wealth Management, Investments, Retirement Planning, Investment Strategies and more. John O'Connor Jr. has 2 emails and 1 mobile phone numbers on RocketReach.
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