1993 -
1996 Internal Wholesaler, So California and NV Territory @ Phoenix Investment Partners
Tom O'Donnell Education
Massachusetts College of Liberal Arts
Bachelor of Science (BS) (Finance, General)
1986
-
1990
Tom O'Donnell Skills
Sales
Mutual Funds
Investments
Marketing
Series 65
Account Management
Sales Operations
Asset Managment
Securities
Financial Services
Asset Management
Leadership
Series 7
Strategy
Management
Wealth Management
Series 63
Portfolio Management
Alternative Investments
Separately Managed Accounts
Investment Management
ETFs
Equities
Asset Allocation
FINRA
Series 24
Business Intelligence
Tom O'Donnell Summary
Tom O'Donnell, based in Hartford, CT, US, is currently a VP - Head of Business Intelligence at Virtus Investment Partners. Tom O'Donnell brings experience from previous roles at Virtus Investment Partners and Phoenix Investment Partners. Tom O'Donnell holds a 1986 - 1990 Bachelor of Science (BS) in Finance, General @ Massachusetts College of Liberal Arts. With a robust skill set that includes Sales, Mutual Funds, Investments, Marketing, Series 65 and more. Tom O'Donnell has 2 emails and 2 mobile phone numbers on RocketReach.
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