Gerald O'Connor

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

Mr. O’Connor has extensive experience in the design and implementation of individual financial plans, investment portfolios and corporate retirement plans.
His previous banking experience includes working closely with private banking and trust departments.
This experience allows him to take a holistic approach when working with his clients.
He also works with non-profits as they craft their investment policies and recommends portfolios that work within the confines of those policies.
Mr. O’Connor received BA in Economics from Connecticut College & C.F.P.
certificate program from Fairleigh Dickinson University.

Precedenti posizioni note di Gerald O'Connor

Società	Posizione	Fine
Firstrust Financial Resources LLC Firstrust Financial Resources LLC Investment ManagersFinance Firstrust Financial Resources LLC (FFR), do-business-as Firstrust Financial Advisors, is a SEC-registered investment advisor and wealth management firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 1999 by David Fleisher, Andrew McIlhenny, and Adam Sherman. They are a wholly-owned subsidiary of Firstrust Financial Resources, Inc., ultimately owned by Semperverde Holding Co. FFR offers investment advisory services to individuals, banking or thrift institutions, pension and profit-sharing plans.	Gestore di Portafoglio-Azioni	01/09/2013

Vedi nel dettaglio l'esperienza di Gerald O'Connor

Formazione di Gerald O'Connor

Connecticut College

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private