Ellen O’Connell

Ellen O’Connell

Nessuna posizione attualmente

Finance
Consumer Services

Profilo

Prior to joining Baker Avenue, Ms. O'Connell began her career at Fidelity, originally working with high-net-worth individuals and later transitioning to the institutional side.
Most recently, she was a vice president at Fidelity Institutional Wealth Services where she advised registered investment advisors, trust institutions, and third-party administrators.
Prior to that, she worked as a national account manager for Fidelity Charitable Services, helping clients integrate their philanthropic goals with their overarching financial plan.
During her 5 years in that position, she conducted frequent seminars across the U.S.
on charitable planning and wealth management strategies.
Ms. O'Connell earned her B.A.
in marketing from Merrimack College.

Precedenti posizioni note di Ellen O’Connell

SocietàPosizioneFine
Corporate Officer/Principal -
Gestore di Portafoglio-Azioni -
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Formazione di Ellen O’Connell

Merrimack College Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Società collegate

Aziende private2

Finance

Finance

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