Charlie O'connor is a eficient expert, that works in Laddawn, Inc main office of which is in 228. on the position of Client Relationship Partner since 2018. This expert has earned professional experience in more than five positions at different companies. Charlie O'connor went to the Merrimack College and got education from 2015 to 2016. Charlie has professional qualifications: Series 6, Series 63 and Financial Industry Regulatory Authority (Finra). Boston, Massachusetts is the city, where this professional was known to settle. Charlie O'connor's e-mail and phone can be accessed through this website on demand.
Name variants:
Charles O'Connor,
Charlene O'Connor,
Charlotte O'Connor
Last updated Mar 09, 2024
Contact Information
Last Update
Jul 9, 2022
Email
cj**@gmail.com
Location
Boston, MA
Company
Laddawn, Inc.
Workplace
Client Relationship Partner
Work History
Account Executive
2846 south Falkenburg Rd, Riverview, FL 33578
Jan 2017 — Nov 2017
Business Development
60 State St, Boston, MA 02109
EiQ Networks, a pioneer in simplified information security and compliance solutions and services, is transforming how organizations meet their security monitoring and compliance objectives. ...
Sep 2015 — Feb 2016
Wealth Management Consultant
730 3Rd Ave, New York, NY 10017
Provided retirement and financial counseling services to high net worth clients ($500k+)
Partnered with Wealth Management Advisors to implement financial strategies for our clients
Respon...
Mar 2012 — Jun 2015
Education
2015 — 2016
2005 — 2009
Occupations
Executive
Partner
Sales Specialist
Account Service Manager
Chief Executive
Client Service Officer
Customer Service
Skills
Mutual Funds
Retirement Planning
Investments
Leadership
Retirement
Wealth Management
Financial Services
Strategic Financial Planning
Financial Analysis
Asset Allocation
Series 63
Securities
Asset Management
Continuous Process Improvement
Kaizen