Brian Oconnor
Senior Investment Consultant with BNY Mellon Wealth Management.
- Role
- Senior Investment Consultant at Bny Wealth
- Location
- Akron, OH, US
- LinkedIn followers
- 500 followers
About Brian Oconnor
After 30 years in the investment business and nearly 27 years as an external wholesaler, currently in Ohio & Western Pennsylvania, I have developed tremendous relationships with financial advisors, complex directors, managers and other investment professionals. I strive to go beyond typical wholesaling practices and have become a true business partner to some of the industry\'s top teams. I am sought after to provide investment and industry perspective, wealth management content, high impact financial planning strategies in addition to building opportunities/revenue their practices through referral training, social media, and client events.
Experience
Senior Investment Consultant
Mar 2024 — Present
Senior Investment consultant responsible for managing BNY Mellon Wealth Management clients in Ohio, western PA, and West Virginia. I have had the privilege of working with some of the industry\'s top professionals across the country over the last 30+ years and thrilled to work with amazing people at an incredible company with a 240 year history.
Education
Saint Anselm College
History, Bachelor of Arts
1989 — 1993
Skills
- Investment Strategies
- Separately Managed Accounts
- Wealth Management
- 529 Plans
- Series 6
- Series 7
- Series 65
- Retirement Planning
- Finra
- Retirement
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