Stephen O'Callaghan Email & Phone Number
Senior Financial Advisor - Senior Vice President @ Ledyard Financial Advisors
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Stephen O'Callaghan Location
- Concord, NH, US
Stephen O'Callaghan Work
- 2025 -now Senior Financial Advisor - Senior Vice President @ Ledyard Financial Advisors
- 2024 -2025 Senior Financial Advisor @ Ledyard Financial Advisors
- 2021 -2024 Director - Senior Wealth Teams @
- 2020 -2021 Premier National Sales Director @
- 2014 -2020 Senior Regional Sales Manager - Senior Vice President @
- 2008 -2014 Regional Sales Manager - Senior Vice President @
- 2005 -2008 Senior Financial Consultant - Vice President @
- 1990 -2005 Senior Financial Consultant - Vice President @
Stephen O'Callaghan Education
- College of the Holy Cross
Bachelor of Arts - BA
- Northeastern University
(Finance, General)
Stephen O'Callaghan Skills
- Organizational Alignment
- Managing Accounts (Accounting)
- Communication
- Account Management
- Recruiting
- Customer Relationship Management (CRM)
- ETFs
- Retirement Income Strategies
- Investment Portfolios
- Separately Managed Accounts
- Sales
- Wealth Accumulation
- Business Development
- Key Performance Indicators
- Life Insurance
- HNW
- CLU
- ChFC
- Series 7
- Series 24
- Series 65
- Series 63
- Finance
- Financial Services
- Insurance
- Wealth Management
- Securities
- FINRA
- Financial Advisory
- Relationship Management
- Mutual Funds
- Portfolio Management
- Investments
- Strategic Financial Planning
- Retail Banking
- Asset Allocation
- Equities
- Underwriting
- Investment Management
- Alternative Investments
- Retirement Planning
- Investment Advisory
- Wealth Management Services
- Wealth
- Investment Strategies
- Banking
- Financial Planning
- Cross Selling
- Asset Management
- Series 6
- Team Building
- Sales Management
- Microsoft Excel
- New Business Development
- Customer Service
Stephen O'Callaghan Summary
- Stephen O'Callaghan, based in Concord, NH, US, is currently a Senior Financial Advisor - Senior Vice President at Ledyard Financial Advisors. Stephen O'Callaghan brings experience from previous roles at Ledyard Financial Advisors, Citizens, Citizens Bank and Citizens Securities, Inc.. Stephen O'Callaghan holds a Bachelor of Arts - BA @ College of the Holy Cross. With a robust skill set that includes Organizational Alignment, Managing Accounts (Accounting), Communication, Account Management, Recruiting and more. Stephen O'Callaghan has 2 emails and 1 mobile phone numbers on RocketReach.
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