Kenneth Oconnor

About Kenneth Oconnor

I am an experienced Financial Planner, Investment Manager and Portfolio Consultant with 15+ years experience in the financial and investment fields. I am also a Certified Financial PlannerTM practitioner providing an excellent client service experience while offering a background in operations, investment analytics, business management, and application management. Skills and personal attributes: Strong work ethic which is demonstrated in my commitment to getting my work done in a timely and effective manner. Experience working in a fast-paced, high stress environment. Financial planning experience helping clients with investment management and retirement income planning, knowledgeable in estate and tax planning, and risk management. Portfolio management through co-administration of a $300M portfolio. Expertise in consultation with clients on their individual portfolios through periodic review meetings. I bring passion and a positive-minded attitude to my work every day. I strive for Client service satisfaction using my Social Intelligence skills to understand clients’ true motivations, feelings, and needs. Empathic communicator with respectful collaborative approach. Problem solver seeking the best outcomes in processes and areas of client and management concerns.

Experience

1. Senior Lead Planner

   Facet

   Jul 2023 — Present

Education

• Boston University

  Certificate in Financial Planning

  2016 — 2018

• Suffolk University

  BS, Accounting