Joseph O'Connor Email & Phone Number
Senior Vice President - Investments @ Pinnacle Investments, LLC
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Joseph O'Connor Location
- Syracuse, NY, US
Joseph O'Connor Work
- Senior Vice President - Investments @ (December 2020 - Present)
- Financial Advisor @ Investment Management (November 2013 - Present)
- Founder and President @ O'Connor Capital Management, RIA, LLC (July 2009 - November 2013)
- First Vice President and Branch Director @ RBC Wealth Management (November 2004 - July 2009)
- Financial Advisor @ Investment Management (September 1983 - November 2004)
Joseph O'Connor Education
- State University of New York College at Brockport
BA (Finance)
1977-1981
Joseph O'Connor Skills
- Sales
- 401(k) Retirement Savings Plans
- Investment Management
- Customer Experience
- Builds Relationships
- Account Management
- Asset Management
- Financial Planning
- Financial Sales
- Client Presentation
- Presentation Skills
- Client Services
- Relationship Building
- Marketing
- Life Insurance
- Business Relationship Management
- Business Development
- Leadership
- Microsoft Outlook
- Team Leadership
- Customer Service
- Retirement Planning
- Wealth Management
- Investments
- Investment Strategies
- Asset Allocation
- Securities
- Investment Advisory
- Trading
- Retirement
- Financial Services
- Financial Advisory
- Financial Analysis
- Capital Markets
- High Net Worth Individuals
- Investor Relations
- Wealth
- IRAs
- Employee Benefits
- Retirement Plan Consulting
- Wealth Strategies
- Estate Considerations
- Relationship Assessment
- Financial Strategies
- Personal Financial Strategies
- Risk Assessment
- Investment Review
- Alternative Investments
- Estate Planning
- Series 63
- Financial Planners
- Fixed Annuities
- Fixed Income
- Bonds
- Technical Analysis
- Portfolio Management
- Relationship Management
- Bloomberg
- 401k
- Asset Managment
- Equities
- Mutual Funds
- Strategic Financial Planning
- FINRA
- Risk Management
- Separately Managed Accounts
- Long Term Care
- Personal Financial Planning
- 401k Rollovers
- Credit Analysis
- ETFs
- Series 65
- Series 7
- Hedging
- Hedge Funds
Joseph O'Connor Summary
- Joseph O'Connor, based in Syracuse, NY, US, is currently a Senior Vice President - Investments at Pinnacle Family of Companies. Joseph O'Connor brings experience from previous roles at Investment Management, O'Connor Capital Management, RIA, LLC and RBC Wealth Management. Joseph O'Connor holds a 1977 - 1981 BA in Finance @ State University of New York College at Brockport. With a robust skill set that includes Sales, 401(k) Retirement Savings Plans, Investment Management, Customer Experience, Builds Relationships and more. Joseph O'Connor has 2 emails and 5 mobile phone numbers on RocketReach.
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Top Pinnacle Investments, LLC Employees
Joseph O'Connor
Senior Vice President - Investments
Syracuse, NY, US
Paul Dipietro
Branch Office Manager | Financial Advisor
Boca Raton, FL, US
Marianne Piccone
Director of Operations
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Gregg Kidd
CEO
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Dalton Axenfeld
Chief Financial Officer
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Eileen Blanding
Administration Assistant
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Jennifer Terzini
Chief People Officer
United States
John Miller
Financial Advisor
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John Bianchini
Financial Advisor
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Liz Bartlett
Chief Marketing Officer
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Brendan Gallagher
Financial Advisor
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Jeremy Kidd
Financial Advisor
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Anita Perry
Property Manager
Hawthorne, CA, US
Rosalie Schlaen
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Florida, United States
Michael Roche
Senior Accountant
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Scott Ellman
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