Brian O'connor
After 30 years in the investment business and nearly 27 years as an external wholesaler, currently in Ohio... | Akron, Ohio, United States
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Brian O'connor’s Emails bo****@pu****.com
Brian O'connor’s Phone Numbers No phone number available.
Social Media
Brian O'connor’s Location Akron, Ohio, United States
Brian O'connor’s Expertise After 30 years in the investment business and nearly 27 years as an external wholesaler, currently in Ohio & Western Pennsylvania, I have developed tremendous relationships with financial advisors, complex directors, managers and other investment professionals. I strive to go beyond typical wholesaling practices and have become a true business partner to some of the industry's top teams. I am sought after to provide investment and industry perspective, wealth management content, high impact financial planning strategies in addition to building opportunities/revenue their practices through referral training, social media, and client events.
Brian O'connor’s Current Industry Bny Mellon Wealth Management
Brian
O'connor’s Prior Industry
Putnam Investments
|
Bny Mellon Wealth Management
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Work Experience
Bny Mellon Wealth Management
Senior Investment Consultant
Fri Mar 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Putnam Investments
Senior Vice President
Fri Oct 01 1993 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Brian O'connor Email Addresses
FAQ About Brian O'connor
-
Brian O'connor is located at
Akron, Ohio, United States -
Brian O'connor is a
After 30 years in the investment business and nearly 27 years as an external wholesaler, currently in Ohio & Western Pennsylvania, I have developed tremendous relationships with financial advisors, complex directors, managers and other investment professionals. I strive to go beyond typical wholesaling practices and have become a true business partner to some of the industry's top teams. I am sought after to provide investment and industry perspective, wealth management content, high impact financial planning strategies in addition to building opportunities/revenue their practices through referral training, social media, and client events. Bny Mellon Wealth Management -
Brian O'connor currently works in the
Bny Mellon Wealth Management -
Brian O'connor specializes in
After 30 years in the investment business and nearly 27 years as an external wholesaler, currently in Ohio & Western Pennsylvania, I have developed tremendous relationships with financial advisors, complex directors, managers and other investment professionals. I strive to go beyond typical wholesaling practices and have become a true business partner to some of the industry's top teams. I am sought after to provide investment and industry perspective, wealth management content, high impact financial planning strategies in addition to building opportunities/revenue their practices through referral training, social media, and client events. -
Brian O'connor speaks the following languages:
No languages available. -
Brian O'connor has prior experience in the following industries:
Putnam Investments -
Brian O'connor has the following professional experience:
Bny Mellon Wealth Management , Putnam Investments . -
You can view Brian O'connor’s
LinkedIn profile at LinkedIn URL. -
Brian O'connor’s work email addresses are
[email protected] . -
Brian O'connor works at
Bny Mellon Wealth Management
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