Gerard McConnell
- Role
- USO
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Gerard McConnell
Experienced investment professional with a demonstrated history of success working in…
Experience
Present
Skills
- Commercial Banking
- Investment Management
- Wealth Management
- Retirement Planning
- 401k
- Financial Advisory
- Mergers & Acquisitions
- Entrepreneurship
- Credit Risk
- Credit Analysis
- Succession Planning
- Financial Analysis
- Mortgage Lending
- Networking
- Asset Allocation
- Mutual Funds
- Risk Management
- Chartered Retirement Planning Counselor
- Insurance
- Investment Strategies
- Alternative Investments
- Life Insurance
- Finance
- Series 66
- Business Planning
- Valuation
- Financial Services
- Strategic Financial Planning
- Education Funding
- Consumer Lending
- Real Estate
- Personal Financial Planning
- Financial Risk
- Asset Management
- Cash Management
- Relationship Management
- Small Business
- Financial Modeling
- Residential Mortgages
- Portfolio Management
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