Sean O'Donnell Email & Phone Number
Senior Vice President, Financial Advisor @ Morgan Stanley
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Sean O'Donnell Location
- United States
Sean O'Donnell Work
- 2024 -now Senior Vice President, Financial Advisor @
- 2015 -2024 Senior Financial Advisor, Senior Vice President @
- 2009 -2015 Senior Vice President @
- 2001 -2009 Senior Vice President @
- 1997 -2001 Senior Vice President @
- 1990 -1997 Vice President @
- 1985 -1990 Assistant Vice President @ Hughes Aircraft Employees Federal Credit Union
Sean O'Donnell Education
- University of Southern California 1989-1989
- Loyola High School
High School Diploma/GED
1979-1983
Sean O'Donnell Skills
- Trust Management
- Executive Services
- Socially Responsible Portfolio Construction
- Finance and Investment
- Business Succession Planning
- Goals Based Asset Management
- Financial Analysis
- Marketing
- Financial Modeling
- Leadership
- Finance
Sean O'Donnell Summary
- Sean O'Donnell, based in United States, is currently a Senior Vice President, Financial Advisor at Morgan Stanley. Sean O'Donnell brings experience from previous roles at Merrill Lynch Wealth Management, UBS Financial Services Inc, Wells Fargo Investments LLC and Wells Fargo Securities Inc. Sean O'Donnell holds a 1989 - 1989 University of Southern California. With a robust skill set that includes Trust Management, Executive Services, Socially Responsible Portfolio Construction, Finance and Investment, Business Succession Planning and more. Sean O'Donnell has 2 emails and 1 mobile phone numbers on RocketReach.
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