Bill Oconnell, Cpa
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Bill Oconnell, Cpa Email & Phone Number

CPA and Founder of Wisdom Over Wealth LLC at Wisdom Over Wealth LLC
Location: Holden, Massachusetts, United States 7 work roles 1 school
1 work email found @wisdomoverwealth.com 3 phones found area 508 and 877 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email b****@wisdomoverwealth.com
Direct phone (508) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
CPA and Founder of Wisdom Over Wealth LLC
Location
Holden, Massachusetts, United States
Company size

Who is Bill Oconnell, Cpa? Overview

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Quick answer

Bill Oconnell, Cpa is listed as CPA and Founder of Wisdom Over Wealth LLC at Wisdom Over Wealth LLC, a company with 8 employees, based in Holden, Massachusetts, United States. AeroLeads shows a work email signal at wisdomoverwealth.com, phone signal with area code 508, 877, and a matched LinkedIn profile for Bill Oconnell, Cpa.

Bill Oconnell, Cpa previously worked as Founder and Managing Member at Wisdom Over Wealth Llc and Member of Board of Directors at Vision Service Plan. Bill Oconnell, Cpa holds Bachelors, Accounting from Saint John Fisher College.

Company email context

Email format at Wisdom Over Wealth LLC

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*@wisdomoverwealth.com
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AeroLeads found 1 current-domain work email signal for Bill Oconnell, Cpa. Compare company email patterns before reaching out.

Profile bio

About Bill Oconnell, Cpa

With over 25 years experience as a church Treasurer and over 10 years in public practice in support of churches, my practice adds value to ministry. Our QuickBooks accounting for churches is simple but very informative by reporting church financial results in the terms that church leaders know - not accounting jargon.Our Healthcare refunds for churches from the Federal Government exceed over $750,000 under Section 45R of the Healthcare Reform Act.Specialties: QuickBooks church accounting.Healthcare refunds for churches.Church reporting and budgeting. Clergy compensation and taxes.

Listed skills include Quickbooks, Churches, Healthcare Refunds For Churches, Non Profits, and 44 others.

Current workplace

Bill Oconnell, Cpa's current company

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Wisdom Over Wealth LLC
Wisdom Over Wealth Llc
CPA and Founder of Wisdom Over Wealth LLC
holden, massachusetts, united states
Employees
8
AeroLeads page
7 roles · 36 years

Bill Oconnell, Cpa work experience

A career timeline built from the work history available for this profile.

Founder And Managing Member

Current

Wisdom provides Accounting and Stewardship services to Christian organizations and early stage enterprises. Full back office service utilizing powerful innovative QuickBooks implimentations.Healthcare cash refunds for churches under the Healthcare reform act.

2002 - Present ~24 yrs 5 mos

Member Of Board Of Directors

VSP is one of the largest health care networks in the United States, providing vision care and benefits to over 59 million people.

Mar 2002 - Mar 2013

Prime Service Provider And Corporate Secretary

The Carpenters Fund

Wisdom Over Wealth serves this Christian motivated fund. TCF seeks to provide Transformational, Sustainable Development in Developing Nations by making investments in projects providing above market-rate returns to investors.

2006 - 2013 ~7 yrs

Cfo

Worldserve International
2006 - 2008 ~2 yrs

Chief Financial Officer

Cypresstree Investment Management

CypressTree has managed a variety of investment funds, ranging from Venture Capital to a Closed-end High Yield Bond Fund listed on the NYSE.

Jul 1997 - Feb 2002

Ceo And Vp Finance

Various Early Stage Software Companies
1990 - 1997 ~7 yrs
Team & coworkers

Colleagues at Wisdom Over Wealth LLC

Other employees you can reach at wisdomoverwealth.com. View company contacts for 8 employees →

1 education record

Bill Oconnell, Cpa education

FAQ

Frequently asked questions about Bill Oconnell, Cpa

Quick answers generated from the profile data available on this page.

What company does Bill Oconnell, Cpa work for?

Bill Oconnell, Cpa works for Wisdom Over Wealth LLC.

What is Bill Oconnell, Cpa's role at Wisdom Over Wealth LLC?

Bill Oconnell, Cpa is listed as CPA and Founder of Wisdom Over Wealth LLC at Wisdom Over Wealth LLC.

What is Bill Oconnell, Cpa's email address?

AeroLeads has found 1 work email signal at @wisdomoverwealth.com for Bill Oconnell, Cpa at Wisdom Over Wealth LLC.

What is Bill Oconnell, Cpa's phone number?

AeroLeads has found 3 phone signal(s) with area code 508, 877 for Bill Oconnell, Cpa at Wisdom Over Wealth LLC.

Where is Bill Oconnell, Cpa based?

Bill Oconnell, Cpa is based in Holden, Massachusetts, United States while working with Wisdom Over Wealth LLC.

What companies has Bill Oconnell, Cpa worked for?

Bill Oconnell, Cpa has worked for Wisdom Over Wealth Llc, Vision Service Plan, The Carpenters Fund, Heritage Bible Church, and Worldserve International.

Who are Bill Oconnell, Cpa's colleagues at Wisdom Over Wealth LLC?

Bill Oconnell, Cpa's colleagues at Wisdom Over Wealth LLC include Ashley Arnette, Krystal Steenbeke, Marlene Simeone, Sharon Farber, and Melissa Monaghan.

How can I contact Bill Oconnell, Cpa?

You can use AeroLeads to view verified contact signals for Bill Oconnell, Cpa at Wisdom Over Wealth LLC, including work email, phone, and LinkedIn data when available.

What schools did Bill Oconnell, Cpa attend?

Bill Oconnell, Cpa holds Bachelors, Accounting from Saint John Fisher College.

What skills is Bill Oconnell, Cpa known for?

Bill Oconnell, Cpa is listed with skills including Quickbooks, Churches, Healthcare Refunds For Churches, Non Profits, Accounting, Strategic Planning, Small Business, and Financial Reporting.

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