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Todd McConnell Location
New York, NY, US
Todd McConnell Work
2021 -now Senior Wealth Consultant @
2018 -2021 Director Of Business Development @
2014 -2017 Business Development Officer @
2011 -2014 Client Relationship and Business Development Mgr at Peller Wealth Management (a division of AssetMark) @
2008 -2011 Associate @ MCBD LLC
2006 -2007 Equity Trading @
2005 -2005 Internship @
Todd McConnell Education
Gettysburg College
Business (Management)
2002-2006
Todd McConnell Skills
Alternative Investments
Returns
Market
Insurance
Expenses
Sales
Cold Calling
Kitchen
Business Networking
Brokerage
IRAs
Baseball
Finance
Market Information
Executive Positions
Backgrounds
Real Estate
Natural Resources
Cross Functional Team Leadership
Advantages
Real Estate Transactions
Management
Insurance Planning
Security
Currency
CRM
Hedge Funds
Series 63
Soccer
Accounting
Cultivation
Salesforce.com
Pennsylvania
Execution
Pad
Golf
Financial Planning
Attendees
Networking
Portfolio Management
Foundation
Telecommunications
Bloomberg
Business Services
Timing
Reports
Strategies
Microsoft Excel
Risk Management
Asset Management
Spread
Cross Country
Total Return
Training
Sailing
Wealth
Market Risk
Private Equity
Business Management
New Business Generation
Research
Venture Capital
Capital
Equity Trading
Handling Money
Exchanges
CPA
Jersey
Hockey
Life Events
Financial Modeling
Interfacing
Skiing
Business Development
Communication
Sheets
Series 6
Expense Reports
Music
Exit Strategies
Operations
Subject Matter Experts
Coordinate Meetings
Charity Events
Social Influence
Wire Transfers
Project Planning
Analytics
Thrifts
Covering
IT Solutions
Suitability
Avid
Yield
Responsibility
Simple
Chartered Financial Analyst
Retention Strategies
Banking
Obtain
Efficient
Google Groups
Portfolio
End to End
Fishing
Congenital Heart Disease
Tax
Microsoft Exchange
New York
Investments
Injury
Wealth Management
Equities
Mutual Funds
Business Planning
Shelter
Securities
Rush
Sandler
Volatility
Stocks
Proposal Writing
Network Communications
Interviews
Financial Analysis
Lacrosse
Back Office
Financial Transactions
Customer Engagement
Due Diligence
Risk
Trading
Cost Benefit
Meetings
Retirement
Industrial Sector
Evaluation
Traders
Coordinated
Todd McConnell Summary
Todd McConnell, based in New York, NY, US, is currently a Senior Wealth Consultant at Mariner Wealth Advisors. Todd McConnell brings experience from previous roles at Institute for Divorce Financial Analysts™, Traust Sollus Wealth Management, AssetMark and MCBD LLC. Todd McConnell holds a 2002 - 2006 Business in Management @ Gettysburg College. With a robust skill set that includes Alternative Investments, Returns, Market, Insurance, Expenses and more. Todd McConnell has 3 emails and 2 mobile phone numbers on RocketReach.
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