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
- 2020 -now Senior Vice President - Investments @
- 2013 -now Financial Advisor @ Investment Management
- 2009 -2013 Founder and President @ O'Connor Capital Management, RIA, LLC
- 2004 -2009 First Vice President and Branch Director @ RBC Wealth Management
- 1983 -2004 Financial Advisor @ Investment Management
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 2 mobile phone numbers on RocketReach.
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