Patrick O'Connell Email & Phone Number
EVP, President Ameriprise Advisor and Ameriprise Financial Institutions Groups @ Financial Services Company
Patrick O'Connell Location
New York, NY, US
Patrick O'Connell Work
- 2013 - now EVP, President Ameriprise Advisor and Ameriprise Financial Institutions Groups @ Financial Services Company
- 2009 - 2013 Senior Vice President - Ameriprise Advisor Group @ Financial Services Company
- 2002 - 2008 Group Vice President @ Financial Services Company
Patrick O'Connell Education
- Widener University
MBA (Finance, General)
1991 - 1992 - Widener University
BS-Business (Finance)
1987 - 1991
Patrick O'Connell Skills
- Series 7
- Wealth Management
- Retirement Planning
- Strategic Financial Planning
- Investments
- Mutual Funds
- Asset Allocation
- Investment Advisory
- Retirement
- Series 63
Patrick O'Connell Summary
Patrick O'Connell, based in New York, NY, US, is currently a EVP, President Ameriprise Advisor and Ameriprise Financial Institutions Groups at Ameriprise Financial Services, LLC. Patrick O'Connell brings experience from previous roles at Ameriprise Financial Services, Inc. and Ameriprise Financial. Patrick O'Connell holds a 1991 - 1992 MBA in Finance, General @ Widener University. With a robust skill set that includes Series 7, Wealth Management, Retirement Planning, Strategic Financial Planning, Investments and more. Patrick O'Connell has 2 emails and 3 mobile phone numbers on RocketReach.
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