John L. Connell
AI for financial advisors | ex-Microsoft | Investor
- Role
- Co-founder and CEO at Focal Ai
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About John L. Connell
Founder & CEO of Focal AI, the AI meeting assistant for financial advisors. We go…
Experience
Co-founder and CEO
Jun 2024 — Present · San Francisco, CA, US
Focal is the meeting automation platform selected by Charles Schwab, purpose-built to help wealth management firms scale AUM and advisor capacity by over 30%—without increasing headcount.Focal goes far beyond enterprise-grade AI note-taking, transforming every client conversation into automated workflows across onboarding, KYC, planning, and more—unlocking hours of back-office capacity every week.
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA, Business
Skills
- Public Speaking
- Finance
- Financial Modeling
- Valuation
- Customer Relations
- Bloomberg Terminal
- Strategy
- Photoshop
- Data Analysis
- Financial Markets
- Financial Reporting
- Html
- Financial Analysis
- Microsoft Powerpoint
- Corporate Finance
- Social Media
- Event Planning
- Microsoft Office
- Sales
- Portfolio Management
- Powerpivot
- Investments
- Microsoft Access
- Powerpoint
- Microsoft Excel
- Access
- Research
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