Melissa O'Connell Email & Phone Number
Associate Weath Advisor @ Charles Schwab
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Melissa O'Connell Location
- Carmel, IN, US
Melissa O'Connell Work
- 2021 -now Associate Weath Advisor @
- 2021 -2022 Senior Associate Private Client Advisor @
- 2018 -2021 Private Client Investment Associate @ JPMorgan Chase Bank, N.A.
- 2017 -2018 Senior Registered Client Associate @
- 2015 -2016 Wealth Planning Coordinator @ WealthCare Financial Group, LLC
- 2013 -2014 Wealth Management Assistant @
- 2007 -2013 Customer Service Manager @
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 2 emails and 1 mobile phone numbers on RocketReach.
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