William O'connell is a qualified professional, who works in Metlife main office of which is in 4. as a Financial Planner and Registered Representative from 2002. William O'connell gained professional experience in more than three positions at various companies. William O'connell went to the University of San Diego and was studying there from 1980 to 1983. This expert has professional qualifications: Certified Financial Planner™ Practitioner, License 185492, and Certified Financial Planner Board of Standards, License 185492. San Diego, California is the area, where this professional was known to settle. William O'connell's email address and phone can be easily accessed through this website on demand.
Name variants:
Wiliam O'Connell,
Williem O'Connell,
Bill O'Connell,
Billy O'Connell,
Billie O'Connell,
Will O'Connell,
Willie O'Connell,
Willy O'Connell,
Liam O'Connell
Last updated Feb 26, 2024
Contact Information
Workplace
Colleagues
Work History
Financial Planner and Registered Representative
200 Park Ave, New York, NY 10016
Feb 2002 — Nov 2014
Vp, Personal Chief Financial Officer
8925 west Post Rd, Las Vegas, NV 89148
The Wealth Consulting Group is a boutique financial planning firm that offers individuals, families, and small businesses comprehensive financial analysis, strategies, recommendations and cl...
from Nov 2014
Registered Representative
600 Dresher Rd, Horsham, PA 19044
Jul 1995 — Feb 2002
Education
1980 — 1983
from 1975
Occupations
Executive
Vice President
Financial Director
Financial Broker
Financial Planner
Representative
Accountant
Finance and Accounting Specialist
Concierge
Chief Executive
Financial Officer
Financial Manager
Financial Management Analyst
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Skills
Financial Planning
Retirement Planning
Protection Planning
Asset Allocation
Investment Strategies
Variable Annuities
Fixed Annuities
Permanent Life Insurance
Term Life Insurance
Disability Insurance
Estate Planning
Tax Planning
Business Succession Planning
FAQs about William O'connell
What is the main profession of William O'connell?
William is a Vp, Personal Chief Financial Officer.
What are the profession of William?
These person's professions are Executive and Vice President
Where does William O'connell currently live?
William lives in San Diego, California.
What is William's email?
The expert's email is wo**@metlife.com.
How many companies did William O'connell work at?
The professional worked at three jobs.
Where has William O'connell studied?
William studied at the University of San Diego from 1980 to 1983.
What are the certifications of William O'connell?
The professional received the following certifications: Certified Financial Planner™ Practitioner, License 185492, and Certified Financial Planner Board of Standards, License 185492.
What is professional industry that William O'connell worked in?
This professional works in Financial Services industry.