Michael O'Shaughnessey Email & Phone Number
Associate Director - Investments @ Oppenheimer & Co. Inc.
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Michael O'Shaughnessey Location
- United States
Michael O'Shaughnessey Work
- Associate Director - Investments @ (May 2009 - Present)
Michael O'Shaughnessey Education
- Aquinas College
Bachelor's Degree (Majors in Economics and Political Science)
- Msgr Gabriels High School
Michael O'Shaughnessey Skills
- 401(k) Rollovers
- Asset Allocation
- Estate Investment Strategies
- Financial Advisory
- Financial Services
- Fixed Income Strategies
- Insurance
- Microsoft Office, Excel, PowerPoint, etc.
- Multigenerational Wealth Transfer Strategies
- Risk Management Strategies
- Investment Strategies
- Retirement-Plan Consulting
- Retirement Savings
- Securities
- Wealth Management Services
- Wealth-Preservation Strategies
- 401 Rollovers
- Retirement Plan Consulting
- Wealth Preservation Strategies
Michael O'Shaughnessey Summary
- Michael O'Shaughnessey, based in United States, is currently a Associate Director - Investments at Oppenheimer & Co. Inc.. Michael O'Shaughnessey holds a Bachelor's Degree in Majors in Economics and Political Science @ Aquinas College. With a robust skill set that includes 401(k) Rollovers, Asset Allocation, Estate Investment Strategies, Financial Advisory, Financial Services and more. Michael O'Shaughnessey has 3 emails and 2 mobile phone numbers on RocketReach.
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