Will O'Connor Location
Charlotte, NC, US
Will O'Connor Work
- 2025 - now Assistant Vice President, Investment Products @ LPL Financial
- 2021 - 2025 Alternative Investment Product Manager @ Wells Fargo
- 2018 - 2021 Client Service Consultant @ Wells Fargo
- 2017 - 2018 Business Development Analyst @ Deloitte
- 2014 - 2017 Investment Consultant @ Scottrade
- 2012 - 2012 Marketing Intern @ Norfolk Southern
- 2011 - 2011 Intern @ O'Connor Group
Will O'Connor Education
- Carnegie Mellon University - Tepper School of Business
Master of Business Administration - MBA
2023 - 2026 - Radford University - College of Business and Economics
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
2008 - 2012 - Carnegie Mellon University - Tepper School of Business
Master of Business Administration - MBA Candidate
Will O'Connor Skills
- Leadership
- Microsoft Office
- Oracle CRM
- Management
- Operations Management
- Series 63
- PowerPoint
- Investments
- Business Analysis
- Microsoft Excel
Will O'Connor Summary
Will O'Connor, based in Charlotte, NC, US, is currently a Assistant Vice President, Investment Products at LPL Financial. Will O'Connor brings experience from previous roles at Wells Fargo, Deloitte and Scottrade. Will O'Connor holds a 2023 - 2026 Master of Business Administration - MBA @ Carnegie Mellon University - Tepper School of Business. With a robust skill set that includes Leadership, Microsoft Office, Oracle CRM, Management, Operations Management and more. Will O'Connor has 2 emails and 1 mobile phone numbers on RocketReach.
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Top LPL Financial Employees
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11
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Dean Phillips
Founder | Wealth Advisor at LPL Financial
Vero Beach, FL, US34 -
Rich Steinmeier
Chief Executive Officer at LPL Financial
California, United States35+ -
Emily Field
Chief People Officer at LPL Financial
San Diego, CA, US22 -
Bradford Smith
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Talbott, TN, US24 -
Blain Bogar
President and Wealth Management Advisor at LPL Financial
Las Vegas, NV, US25+ -
Don Link
President 973 845-6667 and 844 366 5465 at LPL Financial
Westfield, NJ, US32 -
Scott Posner
Managing Director, Business Development at LPL Financial
San Diego, CA, US25+ -
Amy Difrancesco
Vice President, Sales Readiness at LPL Financial
San Diego, CA, US34 -
23
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Robert Nachtsheim
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