Karie Oconnor Email & Phone Number
Retirement Plan Advisor, Wealth Advisor @ RMR Wealth Builders, Inc.
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Karie Oconnor Location
- United States
Karie Oconnor Work
- Retirement Plan Advisor, Wealth Advisor @ (June 2025 - Present)
- Director Institutional Advisory Services | Wealth Advisor @ (October 2023 - June 2025)
- Financial Advisor, Vice President @ (January 2020 - October 2023)
- Consultant, Supervisory Principal @ LPL Financial dba HPL&S, First American Bank (August 2016 - January 2020)
- Senior Vice President,Client Services AIF, AIFA, QKA, CFEI, CHSA @ (June 2013 - August 2016)
- First Vice President, Qualified Retirement Plans @ (April 2002 - June 2013)
- Consultant, Recordkeeping Relationship Group @ (June 2001 - March 2002)
- Principal @ KMO Associates, Merrill Consulting (May 1998 - February 2001)
- Retirement Savings Coordinator @ (September 1989 - June 1997)
- 401(k) Administrator @ (June 1987 - August 1989)
Karie Oconnor Education
- University of Chicago Booth School of Business Executive Education
CIMA®
2020-2021 - University of Central Florida
Bachelor's Degree
1985-1987 - Loras College 1983-1985
Karie Oconnor Summary
- Karie Oconnor, based in United States, is currently a Retirement Plan Advisor, Wealth Advisor at RMR Wealth Builders, Inc.. Karie Oconnor brings experience from previous roles at Clearwater Capital Partners, Merrill Lynch Wealth Management, LPL Financial dba HPL&S, First American Bank and Plexus Financial Services, LLC. Karie Oconnor holds a 2020 - 2021 CIMA® @ University of Chicago Booth School of Business Executive Education. Karie Oconnor has 1 emails and 1 mobile phone numbers on RocketReach.
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