Zach O'Connor Email & Phone Number
Regional Vice President @ Equitable
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Zach O'Connor Location
- Powell, OH, US
Zach O'Connor Work
- Regional Vice President @ (August 2023 - Present)
- Vice President, Client Advisor @ (January 2016 - August 2023)
- Associate Internal Client Advisor @ (April 2013 - December 2015)
- Divisional Sales Associate @ (May 2012 - March 2013)
- Client Services Representative @ (June 2011 - May 2012)
- Billing and Production Department lead @ (January 2010 - January 2011)
Zach O'Connor Education
- University of Rhode Island - College of Business
Bachelor of Science (B.S.) (Marketing)
2007-2009 - University of North Carolina Wilmington 2005-2007
Zach O'Connor Skills
- Analysis
- Asset Allocation
- Capital Markets
- Customer Service
- Economics
- Finance
- Financial Analysis
- Financial Markets
- Financial Services
- Fixed Income
- Leadership
- Management
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Portfolio Management
- PowerPoint
- Public Speaking
- Research
- Sales
- Series 6
- Series 63
- Series 7
- Wealth Management
Zach O'Connor Summary
- Zach O'Connor, based in Powell, OH, US, is currently a Regional Vice President at Equitable. Zach O'Connor brings experience from previous roles at J.P. Morgan Asset Management, J.P. Morgan and Amundi Pioneer. Zach O'Connor holds a 2007 - 2009 Bachelor of Science (B.S.) in Marketing @ University of Rhode Island - College of Business. With a robust skill set that includes Analysis, Asset Allocation, Capital Markets, Customer Service, Economics and more. Zach O'Connor has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Equitable Employees
Glen Gardner
Chief Investment Officer
New York, NY, US
Michael Healy
Chief Information Officer
New York, United States
Samuel Schwartz
Managing Director, Head of Tax
New York, NY, US
Paulina Vakouros
Chief Marketing Officer, Equitable Advisors
New York, NY, US
Michael Savage
Senior Regional Vice President
New York, NY, US
Gina Tyler
Chief Communications Officer
New York, NY, US
William Eckert
Senior Vice President, Chief Accounting Officer
New York, NY, US
Erik Bass
Chief Strategy Officer
New York, NY, US
Daniel Morelli
Chief Financial Officer - Wealth Management
New York, NY, US
Steve Scanlon
Managing Director and Head of Individual Retirement
Kansas City, MO, US
Jessica Baehr
President, Equitable Investment Management, LLC
New York, NY, US
Nick Lane
President
United States
Julia Zhang
Chief Risk Officer of Equitable Holdings
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