James O'connor

Wealth Advisor

Since 2018, James O'connor has been working in Vigilant Capital Management situated 107, 107. James O'connor is a high-skilled Wealth Advisor with over 11 years of work experience. According to James's resume and work profile, James O'connor has worked at more than five companies with diverse backgrounds and gained various skills. James attended school at the University of New Hampshire from 2002 to 2006. They have the following certificates: Certified Financial Planner (Cfp). Portsmouth, New Hampshire is the place where this person presently lives. You can find James O'connor's current email address and phone number with SoftwareOfficial search.
Name variants:
Jaymes O'Connor, Jaimes O'Connor, Jim O'Connor, Jimmy O'Connor, Jimmie O'Connor, Jamie O'Connor, Jem O'Connor
Last updated Jan 24, 2024

Contact Information

Last Update
Jul 9, 2022
Location
Portsmouth, NH

Workplace

Vigilant Capital Management, LLC
Wealth Advisor

Portland, ME

Industry

Investment Management

Work History

Wealth Advisor

Portland, ME
VIGILANT Capital Management is a private wealth management firm specializing in progressive investment and wealth planning solutions that are tailored to the unique needs of each client. Our...
from Sep 2018

Regional Sales Director

Boston, MA
Oct 2010 — Aug 2018

Financial Services Representative

200 Park Ave, New York, NY 10016
Nov 2007 — Oct 2010

Treasurer

1 Boston Pl, Boston, MA 02108

Director

Boston, MA 02110

Occupations

Advisor
Guide
Non-Profit
Executive
Sales Director
Tour Guide
Sales Manager

Skills

Mutual Funds
Securities
Retirement
Series 63
Investment Management
Alternative Investments
Hedge Funds
Wealth Management
Financial Analysis
Series 6
Series 7
Series 66
Certified Financial Planner
Series 65

FAQs about James O'connor

What's the profession of James O'connor?

This professional's job is Wealth Advisor

What jobs is James O'connor a professional at?

James is a professional Advisor jobs.

Where is James O'connor located?

The expert is located in Portsmouth, New Hampshire.

Where did James O'connor work?

The professional worked at Vigilant Capital Management, Llc, Columbia Threadneedle Investments, Us.

Where has James O'connor studied?

James studied at the University of New Hampshire from 2002 to 2006.

What are the certifications of James O'connor?

The professional received the following certifications: Certified Financial Planner (Cfp).

What is the industry that James O'connor is connected to?

James works in Investment Management industry.

What are special skills of James O'connor?

This professional has skills in the following areas: Mutual Funds, Securities, Retirement, Series 63, Investment Management, Alternative Investments, Hedge Funds, Wealth Management, Financial Analysis, and Series 6.
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