Tom McConnell Email & Phone Number

Managing Director | Private Wealth Advisor @ Merrill Lynch

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Tom McConnell Location

Boston, MA, US

Tom McConnell Work

2024 - now Managing Director | Private Wealth Advisor @ Merrill Lynch
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2005 - 2024 Senior Vice President | Private Wealth Advisor @ Merrill Lynch
1998 - 2005 Private Wealth Advisor @ Morgan Stanley Private Wealth Management

1993 - 1996 Associate Portfolio Manager @ Trinity Investment Management
1990 - 1993 Retirement Product Manager @ Fleet Financial Group
1989 - 1990 Professional Football Player @ Barcelona Boxers

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Tom McConnell Education

Northwestern University - Kellogg School of Management
MBA (Finance)
1996 - 1998
Harvard University
A.B., cum laude (Economics)
1985 - 1989

Tom McConnell Skills

Wealth Management
Asset Allocation
Alternative Investments

Portfolio Management
Multi-generational wealth transfer
Family Office
Trust Management
Financial Reporting
Project Management
Strategic Planning

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Tom McConnell Summary

Tom McConnell, based in Boston, MA, US, is currently a Managing Director | Private Wealth Advisor at Merrill Lynch. Tom McConnell brings experience from previous roles at Merrill Lynch Private Banking and Investment Group, Morgan Stanley Private Wealth Management, Trinity Investment Management and Fleet Financial Group. Tom McConnell holds a 1996 - 1998 MBA in Finance @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Wealth Management, Asset Allocation, Alternative Investments, Portfolio Management, Multi-generational wealth transfer and more. Tom McConnell has 2 emails and 1 mobile phone numbers on RocketReach.

Tom McConnell Emails

Found 2 emails

Tom McConnell Phone Numbers

Found 3 phone numbers

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Tom McConnell

VP of Sales at Crescendo

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- gmail.com
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Tom McConnell

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- +1 507-932-XXXX
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Tom McConnell

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Boston, MA, US
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- gmail.com
- uberfreight.com
5+
- +1 508-341-XXXX
- +1 630-271-XXXX
- +1 410-337-XXXX
- +1 267-760-XXXX
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Tom McConnell

Business Development Manager at Rimkus Consulting Group, Inc.

Fort Lauderdale, FL, US
3
- gmail.com
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- att.net
5+
- +1 954-452-XXXX
- +1 754-246-XXXX
- +1 954-581-XXXX
- +1 602-554-XXXX
- +1 253-371-XXXX
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Tom McConnell

CFO at Discount Drug Mart, Inc

Medina, OH, US
1
- yahoo.com
5
- +1 440-930-XXXX
- +1 330-606-XXXX
- +1 330-725-XXXX
- +1 330-329-XXXX
- +1 330-697-XXXX
Tom McConnell

Managing Director | Private Wealth Advisor at Merrill Lynch

Boston, MA, US
2
- ml.com
- gmail.com
3
- +1 617-946-XXXX
- +1 617-293-XXXX
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Tom McConnell

General Manager Clinical and Care Services at Curtin Heritage Living

Perth, WA, AU
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VP - Branch Manager at Charles Schwab

Phoenix, AZ, US
3
- yahoo.com
- schwab.com
- schwab.com.hk
5+
- +1 602-503-XXXX
- +1 480-315-XXXX
- +1 602-354-XXXX
- +1 636-532-XXXX
- +1 602-614-XXXX
- +1 623-247-XXXX

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