Michael O'Connor Email & Phone Number
Senior Wealth Advisor @ Capasso Planning Partners
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Michael O'Connor Location
- New York, NY, US
Michael O'Connor Work
- Senior Wealth Advisor @ (March 2023 - Present)
- Wealth Strategy Associate @ The Somerset Hills Group at UBS Private Wealth Mangement (May 2016 - March 2023)
- Private Wealth Planning Analyst @ (July 2014 - May 2016)
- Market Risk Management Analyst @ (September 2012 - June 2014)
- Compliance Analyst @ (January 2011 - August 2012)
Michael O'Connor Education
- Trinity College-Hartford
Bachelor of Science (Political Science)
2006-2010
Michael O'Connor Summary
- Michael O'Connor, based in New York, NY, US, is currently a Senior Wealth Advisor at Capasso Planning Partners. Michael O'Connor brings experience from previous roles at The Somerset Hills Group at UBS Private Wealth Mangement, UBS Wealth Management and Bank of Tokyo-Mitsubishi UFJ. Michael O'Connor holds a 2006 - 2010 Bachelor of Science in Political Science @ Trinity College-Hartford. Michael O'Connor has 1 emails and 2 mobile phone numbers on RocketReach.
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