Will Oconnor

Alternative Investment Product Manager | MBA Candidate at Carnegie Mellon University

Role
Assistant Vice President, Investment Products at LPL Financial
Location
Charlotte, NC, US
LinkedIn followers
500 followers

Experience

  1. Assistant Vice President, Investment Products

    LPL Financial

    Jan 2025 — Present · Fort Mill, SC, US

Education

  • Radford University - College of Business and Economics

    Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

    2008 — 2012

  • Carnegie Mellon University - Tepper School of Business

    Master of Business Administration - MBA

  • Carnegie Mellon University - Tepper School of Business

    Master of Business Administration - MBA Candidate

Skills

  • Management
  • Financial Services
  • Sales
  • Customer Service
  • Business Analysis
  • Operations Management
  • Series 7
  • Series 63
  • Stock Trading
  • Microsoft Excel
  • Microsoft Office
  • Powerpoint
  • Oracle Crm
  • Investments
  • Leadership

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Will Oconnor — Assistant Vice President, Investment Products at LPL Financial in Charlotte, NC, US | Unifers