With work experience over 11 years, this professional is nowadays working at Summit Financial Group located in 1170 as a Financial Planning Associate. Connor received his education from 2016 to 2018 at the San Jose State University. Connor has gained certifications in Bloomberg Market Concepts Connor is located in Pleasanton, California. To contact Connor, you can look for their phone or email address or find full information by requesting access to the person's additional details through SoftwareOfficial.
Name variants:
Conner Merrigan,
Conor Merrigan,
Konner Merrigan,
Connie Merrigan
Last updated Jul 06, 2024
Contact Information
Workplace
Colleagues
Work History
Financial Planning Associate
2000 Crow Canyon Pl SUITE 450, San Ramon, CA 94583
Created executive summaries for clients that summarized their current financial position, gave thorough investment analysis and recommendation for meeting their goals.
Performed due dilige...
from Jun 2018
Senior Analyst
1 Washington Sq, San Jose, CA 95112
Supported two teams of four in the valuation and presentations of prospective stocks.
Created monthly industry updates for the Financials, Materials, Consumer Discretionary and Energy sect...
Jan 2018 — May 2018
Equity Research Analyst
San Jose, CA
Research and present multiple new investment ideas throughout in a fast and timely matter.
Conduct financial analysis on securities with emphasis on company's financial standing and profit...
Aug 2017 — May 2018
Bicycle Technician and Sales Specialist
6750 south 228Th St, Kent, WA 98032
Communicated with vendors regarding back order availability, future inventory and special orders.
Recommended, selected and helped locate and obtain out-of-stock product based on customer ...
Jun 2015 — May 2018
Business Analyst and Office Administrator
Coordinated and distributed payroll to employees and subcontractors.
Calculated gross profit, taxes owed and company revenue quarterly.
Created detailed expense reports and requests for c...
Jun 2011 — May 2018
Education
2016 — 2018
Occupations
Supporting Member
Executive
Senior Analyst
Artist
Model
Team Member
Analyst
Analysts
Skills
Microsoft Office
Stock Market Analysis
Salesforce.com Development
Office Administration
Financial Analysis
FAQs about Connor Merrigan
What is the main profession of Connor Merrigan?
This professional's job is Financial Planning Associate
What jobs is Connor a professional at?
Connor is proficient at Supporting Member jobs.
Where does Connor Merrigan currently live?
Connor currently lives in Pleasanton, California.
Where did Connor Merrigan work?
The expert worked at Summit Financial Group, Llc, Financial Navigator Student-Managed Investment Fund (Sjsu Spartan Fund).
What education does Connor Merrigan have?
Connor studied at the San Jose State University from 2016 to 2018.
Are there any professional certifications Connor Merrigan has?
The professional received the following certifications: Bloomberg Market Concepts.
Are there any special industries, that Connor Merrigan works in?
This professional works in Investment Management industry.
Are there any professional skills, that Connor Merrigan has?
Connor Merrigan has the following skills: Microsoft Office, Stock Market Analysis, Salesforce.com Development, Office Administration, and Financial Analysis.