Joseph O'Connell Email & Phone Number
Senior Vice President - Investment Officer @ Wells Fargo Advisors
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Joseph O'Connell Location
- Philadelphia, PA, US
Joseph O'Connell Work
- 2008 - now Senior Vice President - Investment Officer @
- 1989 - 2008 Vice President - Investments @ Morgan Stanley Smith Barney
Joseph O'Connell Education
- Temple University
Bachelor of Applied Science (B.A.Sc.) (Finance, General)
1984 - 1987
Joseph O'Connell Skills
- Investments
- Retirement Planning
- Mutual Funds
- Asset Allocation
- Public Speaking
- Securities
- Nonprofits
- Series 63
- Financial Services
- Alternative Investments
- Wealth Management
- Retirement
- Finance
- Investment Advisory
- Financial Advisory
- Series 7
- Financial Planning
- Management
- Real Estate
- Team Building
- Financial Modeling
- Microsoft Word
- Customer Service
- Sales
- Microsoft Office
- Marketing
- Process Improvement
- Risk Management
- Business Strategy
- Negotiation
Joseph O'Connell Summary
- Joseph O'Connell, based in Philadelphia, PA, US, is currently a Senior Vice President - Investment Officer at Wells Fargo Advisors. Joseph O'Connell brings experience from previous roles at Morgan Stanley Smith Barney. Joseph O'Connell holds a 1984 - 1987 Bachelor of Applied Science (B.A.Sc.) in Finance, General @ Temple University. With a robust skill set that includes Investments, Retirement Planning, Mutual Funds, Asset Allocation, Public Speaking and more. Joseph O'Connell has 3 emails and 1 mobile phone numbers on RocketReach.
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