Therese O'Connell's Location
Philadelphia, PA, US
Therese O'Connell's Work
Therese O'Connell's Education
Therese O'Connell's Skills
Therese O'Connell's Summary
Therese O'Connell, based in Philadelphia, PA, US, is currently a Partner at Formation Financial, bringing experience from previous roles at The Capital Legacy, Inc. and Capital Analysts. Therese O'Connell holds a CEC. With a robust skill set that includes Retirement Planning, Strategic Planning, Wealth Management, New Business Development, Marketing and more, Therese O'Connell contributes valuable insights to the industry. Therese O'Connell has 3 emails and 1 mobile phone number on RocketReach.