Karie Oconnor Email & Phone Number
Retirement Plan Advisor, Wealth Advisor @ RMR Wealth Builders, Inc.
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Karie Oconnor Location
- United States
Karie Oconnor Work
- 2025 -now Retirement Plan Advisor, Wealth Advisor @
- 2023 -2025 Director Institutional Advisory Services | Wealth Advisor @
- 2020 -2023 Financial Advisor, Vice President @
- 2016 -2020 Consultant, Supervisory Principal @ LPL Financial dba HPL&S, First American Bank
- 2013 -2016 Senior Vice President,Client Services AIF, AIFA, QKA, CFEI, CHSA @
- 2002 -2013 First Vice President, Qualified Retirement Plans @
- 2001 -2002 Consultant, Recordkeeping Relationship Group @
- 1998 -2001 Principal @ KMO Associates, Merrill Consulting
- 1989 -1997 Retirement Savings Coordinator @
- 1987 -1989 401(k) Administrator @
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.
Looking for a different Karie Oconnor?
Find contact details for 700 million professionals.
Others Named Karie Oconnor
Gerard Longo
Wealth Manager | Partner - Merit Financial Advisors
Pittsburgh, PA, US
Doug Richards
Chief Innovation Officer
Elmira, OR, US
Matthew Suarez
Vice President and Portfolio Manager
Springfield, MO, US
Top RMR Wealth Builders, Inc. Employees
Dominick Lombardi
Senior Vice President
New York, NY, US
Stephan Collaro
Manager of Marketing
Florida, United States
Stuart Simchowitz
Vice President of Business Development
New York, NY, US
Adam Scharf
Financial Advisor
New York, NY, US
Alec Majtenyi
Senior Wealth Advisor
Scottsdale, AZ, US
Jared Weber
Financial Advisor
Westport, CT, US
Sean Sokolowski
Vice President, Lead Wealth Advisor
Montclair, NJ, US
John Horvath
Senior Benefits Advisor
Scottsdale, AZ, US
Derek Chylinski
Senior Benefits Advisor
New York, NY, US
Ryan Goudie
Vice President, Lead Retirement Plan Advisor
New York, NY, US
James Kim
Financial Advisor
Glen Ridge, NJ, US
Marshall Burroughs
Lead Financial Planner
Montclair, NJ, US
Nicholas Choman
Financial Advisor
Montclair, NJ, US
Alexander Salton
Vice President, Lead Retirement Plan Advisor
New York, NY, US
James Bremis
Wealth Advisor
Florida, United States
Dominic Aceto
Senior Wealth Advisor
New York, NY, US
Tyler Whitehouse
President
Montclair, NJ, US
Karie Oconnor
Retirement Plan Advisor, Wealth Advisor
United States
Edward Majtenyi
Founder
Scottsdale, AZ, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co