Kevin O'Connell Location
Boston, MA, US
Kevin O'Connell Work
- 2023 - now Vice President, Financial Advisor @ J.P. Morgan
- 2022 - 2023 Vice President @ First Republic Private Wealth Management
- 2019 - 2022 Director @ First Republic Private Wealth Management
- 2016 - 2019 Financial Advisor @ Wells Fargo Advisors
- 2015 - 2016 Regional Sales Director @ Columbia Threadneedle Investments
- 2014 - 2015 Investment Advisor Representative @ Finivi | Financial Advisors
- 2013 - 2013 Marketing Intern @ Municipal Credit Union
- 2012 - 2012 Marketing and Accounting Intern @ Vanguard – Creative, Digital, Promo
Kevin O'Connell Education
- College of the Holy Cross
Bachelor of Arts (B.A.) (History)
2010 - 2014
Kevin O'Connell Skills
- Management
- Project Management
- Social Media
- Microsoft Excel
- Finance
- Customer Service
- Financial Advisory
- Direct Sales
- Digital Marketing
- Sales Management
Kevin O'Connell Summary
Kevin O'Connell, based in Boston, MA, US, is currently a Vice President, Financial Advisor at J.P. Morgan. Kevin O'Connell brings experience from previous roles at First Republic Private Wealth Management, Wells Fargo Advisors and Columbia Threadneedle Investments, US. Kevin O'Connell holds a 2010 - 2014 Bachelor of Arts (B.A.) in History @ College of the Holy Cross. With a robust skill set that includes Management, Project Management, Social Media, Microsoft Excel, Finance and more. Kevin O'Connell has 1 emails and 1 mobile phone numbers on RocketReach.
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