Vice President - Investments @ Morgan Stanley Smith Barney (January 1989 - July 2008)
Joseph O'Connell Education
Temple University
Bachelor of Applied Science (B.A.Sc.) (Finance, General)
1984-1987
Joseph O'Connell Skills
Alternative Investments
Asset Allocation
Finance
Financial Advisory
Financial Services
Investments
Mutual Funds
Nonprofits
Public Speaking
Retirement
Retirement Planning
Securities
Series 63
Wealth Management
Investment 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 Alternative Investments, Asset Allocation, Finance, Financial Advisory, Financial Services and more. Joseph O'Connell has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Joseph O'Connell?
Find contact details for 700 million professionals.