Senior Financial Advisor, Senior Vice President @ Merrill Lynch
5 free lookup(s).
Scott O'Connell Location
San Diego, CA, US
Scott O'Connell Work
2008 -
now Senior Financial Advisor, Senior Vice President @
2008 -
2016 Senior Registered Client Associate @
Scott O'Connell Education
College for Financial Planning
Accredited Certificate Program
2014
-
2015
Arizona State University
Bachelor's Degree
Scott O'Connell Skills
Personal Investments
Investments
Investment Income Strategies
Financial Management Strategies
Goals Based investment strategies
Family Wealth Management Strategy
Customized Wealth Planning
Customized Wealth Strategies
Financial Advisory
Financial Planning
Start Ups
Portfolio Management
Business Development
Mortgage Lending
Finance
Herbal Pharmaceuticals
Strategy
Commercial Banking
Wealth Management
Equities
Strategic Financial Planning
Marketing
Asset Management
Training
Weight Loss
Business Strategy
Management
Due Diligence
Trading
Marketing Strategy
Analysis
Commercial Lending
Scott O'Connell Summary
Scott O'Connell, based in San Diego, CA, US, is currently a Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management. Scott O'Connell brings experience from previous roles at Merrill Lynch Wealth Management. Scott O'Connell holds a 2014 - 2015 Accredited Certificate Program @ College for Financial Planning. With a robust skill set that includes Personal Investments, Investments, Investment Income Strategies, Financial Management Strategies, Goals Based investment strategies and more. Scott O'Connell has 3 emails and 2 mobile phone numbers on RocketReach.
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