Daniel Oconnor
Partner & Private Wealth Management Advisor- Spring Street Financial
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Albany, NY, US
- LinkedIn followers
- 500 followers
About Daniel Oconnor
My financial planning career started at Northwestern Mutual in 2010. Fifteen years later, as a founding member of Spring Street Financial, our mission is clear: Helping busy, successful professionals intentionally align their financial decision making with their long-term vision. Everyone\'s family goals are directly impacted by the financial decisions they are making today. The difficulty though, is finding time every year to step off life\'s treadmill and develop, strategize, and amend this vision. Our team\'s job is to be that catalyst and ultimately. to be a family\'s CFO. I’m thrilled that my firm, Spring Street Financial, is one of the members of the Northwestern Mutual Private Client Group. It acknowledges our expertise in helping our clients navigate the unique complexities that come with high income, significant net worth and limited bandwidth. We help our clients: Reduce Risk Optimize cash flow (including company equity) Minimize the negative impact of taxes over time Simplify balance sheet complexity Increase intentionality We work specifically with: Corporate Executives PhysiciansBusiness Owners Private Equity Professionals For additional information, send me a message or visit our website. Please feel free to reach out if you have any questions for us or would like to schedule an introduction. Email: d••••••••@nm.com Site: springstreetfinancial.nm.com
Experience
Financial Advisor
Jun 2009 — Present
My team and I help individuals achieve a more secure future for themselves, their families and businesses. Our objective is to create an individual, goal based financial plan for every client that aligns their financial decision making with their long term personal goals. A small amount of foresight and responsibility help to allow our clients to live their lives by design rather than by default. Please let me know how I may be able to help you realize your vision for the future.
Education
Siena University
BS, Finance
Skills
- Securities
- Public Speaking
- Strategic Financial Planning
- Insurance
- Mutual Funds
- Financial Planning
- Finance
- Retirement Planning
- Financial Analysis
- Leadership
- Analysis
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