Melissa O'Connell Email & Phone Number

Associate Weath Advisor @ Charles Schwab

5 free lookup(s).

Melissa O'Connell Location

Carmel, IN, US

Melissa O'Connell Work

2021 - now Associate Weath Advisor @ Charles Schwab
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2021 - 2022 Senior Associate Private Client Advisor @ Charles Schwab
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2018 - 2021 Private Client Investment Associate @ JPMorgan Chase Bank, N.A.

2017 - 2018 Senior Registered Client Associate @ Cooke Financial Group
2015 - 2016 Wealth Planning Coordinator @ WealthCare Financial Group, LLC
2013 - 2014 Wealth Management Assistant @ Frank & Kraft, Attorneys at Law
2007 - 2013 Customer Service Manager @ Fifth Third Bank

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Melissa O'Connell Education

Marian University Indianapolis
Bachelor of Business Administration (BBA) (Accounting and Finance)

Melissa O'Connell Summary

Melissa O'Connell, based in Carmel, IN, US, is currently a Associate Weath Advisor at Charles Schwab. Melissa O'Connell brings experience from previous roles at Charles Schwab, JPMorgan Chase Bank, N.A., Cooke Financial Group at Noyes and WealthCare Financial Group, LLC. Melissa O'Connell holds a Bachelor of Business Administration (BBA) in Accounting and Finance @ Marian University Indianapolis. Melissa O'Connell has 1 emails and 1 mobile phone numbers on RocketReach.

Melissa O'Connell Emails

Found 1 emails

@schwab.com

Melissa O'Connell Phone Numbers

Found 2 phone numbers

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