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 @ Citizens
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2020 - 2021 Premier National Sales Director @ Citizens
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2014 - 2020 Senior Regional Sales Manager - Senior Vice President @ Citizens Securities, Inc.
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2008 - 2014 Regional Sales Manager - Senior Vice President @ Santander Investment Securities Inc
2005 - 2008 Senior Financial Consultant - Vice President @ Santander Investment Securities Inc
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1990 - 2005 Senior Financial Consultant - Vice President @ Bank of America
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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

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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.

Stephen O'Callaghan Emails

Found 2 emails

Stephen O'Callaghan Phone Numbers

Found 2 phone numbers

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