Since 2019, Steven O'connell has been working in Northern Trust Wealth Management situated 226, 226. This expert is a qualified Director - Goals Driven Wealth Management with over six years of work experience. According to Steven's resume and work profile, Steven O'connell has worked at more than six places with diverse backgrounds and got different skills. Steven studied at the University of Chicago Booth School of Business from 2016 to 2016. Steven O'connell received the following certifications: Certified Financial Planner, Certified Private Wealth Advisor, and Series 7: Registered Representative. Steven O'connell is experienced in two languages: English and Spanish. Steven O'connell can be found in Chicago, Illinois – where the professional currently lives. You can contact with Steven by searching for phone number or email or get full information by requesting access to this expert's details.
Name variants:
Stephen O'Connell
Contact Information
Workplace
Director - Goals Driven Wealth Management
Industry
Financial Services
Colleagues
Work History
Director - Goals Driven Wealth Management
50 south La Salle St, Chicago, IL 60603
Steve O’Connell is the Director of Goals Driven Wealth Management - Investments. As Director, Steve serves in a national leadership role responsible for Goals Driven Wealth Management strate...
from Jan 2019
Wealth Strategist
50 south La Salle St, Chicago, IL 60603
Responsible for building and growing Northern's trust and investment management business in the U.S. I primarily focuses on developing wealth management strategies for affluent individuals, ...
from Jul 2013
Regional Director
50 south La Salle St, Chicago, IL 60603
Regional Director of Goals Driven Investing™. As Regional Director, Steve served as the country’s primary resource and subject matter expert for Northern’s Wealth Management clients.
Apr 2012 — Jul 2013
Portfolio Manager
50 south La Salle St, Chicago, IL 60603
Design and implement client investment strategies for high-net worth individuals, families and foundations.
Jan 2006 — Aug 2009
Sales Associate
50 south La Salle St, Chicago, IL 60603
Serving in the Wealth Strategies Group developing investment management, financial planning, and wealth transfer strategies for affluent individuals and families.
Oct 2004 — Jan 2006
Education
2005 — 2007
1999 — 2004
Occupations
Executive
Director
Partner
Operations Manager
Chief Executive
Skills
Wealth Management
High Net Worth Individuals
Investment Advisory
Investment Management
Wealth Management Services
Financial Planning
Investment Strategies
Estate Tax Planning
Investment Sales
Portfolio Management
Asset Allocation
Securities
Finance
Asset Management
Equities
Wealth
Financial Services
Alternative Investments
Mutual Funds
Fixed Income
Retirement Planning
Management
Investments
Relationship Management
Project Management
Program Management
Private Banking
Asset Managment
Bloomberg
Strategic Financial Planning
FAQs about Steven O'connell
What's the main profession of Steven O'connell?
Steven is a Investment Management.
What jobs is Steven O'connell a professional at?
The expert is proficient at such jobs as Executive and Director.
Where is Steven O'connell located?
Steven is located in Chicago, Illinois.
How many companies did Steven O'connell work at?
The professional worked at six jobs.
Where has Steven O'connell studied?
Steven studied at the University of Chicago Booth School of Business from 2016 to 2016.
What are the certifications of Steven O'connell?
The professional received the following certifications: Certified Financial Planner, Certified Private Wealth Advisor, Series 7: Registered Representative, Series 65, and Series 63.
What languages does Steven O'connell speak?
Steven O'connell speaks English and Spanish.
What are professional skills of Steven O'connell?
This person has skills in the following areas: Wealth Management, High Net Worth Individuals, Investment Advisory, Investment Management, Wealth Management Services, and Financial Planning.