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Conor Farrell is listed as Supervisor, Transition at Commonwealth Financial Network at Commonwealth Financial Network, a with 1205 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at commonwealth.com and a matched LinkedIn profile for Conor Farrell.
Conor Farrell previously worked as Supervisor, Transition at Commonwealth Financial Network and Supervisor, Transition Operations at Commonwealth Financial Network. Conor Farrell holds Bachelor'S Degree, Business Information Technology Management, Finance, And Entrepreneurship from Seton Hall University.
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An enthusiastic leader and graduate of Seton Hall University with a Bachelor of Science degree in Business Administration - I triple majored in Finance, Business Information Technology Management, and Entrepreneurship. Well-oriented in teamwork and communication, I provide indispensable service to Commonwealth Financial Network advisors, staff, and their clients.
Listed skills include Microsoft Office, Customer Service, Management, Microsoft Excel, and 13 others.
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Leading, guiding, and coaching the Commonwealth Transition Support Partner and Transition Operations Support Specialist teams, so that they may do the same for our newly partnered advisors and staff.
Leading, guiding, and coaching a team of dedicated Transition Operations Support Specialists, so that they may do the same for our new advisors at Commonwealth.
Waltham, Massachusetts, United States
Fielding a broad range of operational inquiries, from performing basic account maintenance to researching complex corporate actions, to provide an indispensable, one-stop-shop to our advisors and their staff.
Waltham, Massachusetts, United States
Fielding a broad range of operational inquiries, from performing basic account maintenance to researching complex corporate actions, to provide an indispensable, one-stop-shop to our advisors and their staff.
Maynard, Ma
• Worked with senior staff to perform payroll reconciliation within a Sarbanes Oxley control.• Prepared international documentation for cross-border payments with complex countries such as India.• Upon each month end, collaborated with FP&A to actualize operating and legal expenses, as well as forecast for upcoming months. • Participated in calls with our corporate investment portfolio manager from JP Morgan to assess investment performance.• Evaluated cash balances at foreign subsidiaries and proposed strategy to optimize our global cash positions.• Created and implemented a new credit limit model for prospective customers. Additionally, for existing customers, collaborated with accounts receivable to send invoices upon delivery of our products.
Sudbury, Massachusetts
Ensured the dietary needs of the 50+ residents at Orchard Hill Assisted Living were met. Maintained careful watch over restrictions such as allergies, food sizes, and other discrepancies. Handled concerns, complaints, and comments.
Sudbury, Massachusetts
Worked toward keeping the integrity of the shop as well as the customer satisfaction. Managed inventory for the store, as well as occasional shipments. Carried out special customer orders under a deadline.
Other employees you can reach at commonwealth.com. View company contacts for 1205 employees →
Connor Craig
Colleague at Commonwealth Financial NetworkNorthborough, Massachusetts, United States
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Nicholas Tzanetakos
Colleague at Commonwealth Financial NetworkHingham, Massachusetts, United States
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Leanne Drayton
Colleague at Commonwealth Financial NetworkGreater Boston, United States
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Lekkala Chandu
Colleague at Commonwealth Financial NetworkWaltham, Massachusetts, United States
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Ben Mccarthy
Colleague at Commonwealth Financial NetworkMarblehead, Massachusetts, United States
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Kara Luu
Colleague at Commonwealth Financial NetworkSan Diego, California, United States
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Rachel Aminia Salomon
Colleague at Commonwealth Financial NetworkGreater Boston, United States
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John Conrad
Colleague at Commonwealth Financial NetworkNorth Andover, Massachusetts, United States
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Cassia Shoaf
Colleague at Commonwealth Financial NetworkDanvers, Massachusetts, United States
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Edward Vita
Colleague at Commonwealth Financial NetworkUnited States
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Activities and Societies: -Member of the Student Government Association (SGA) of Seton Hall University -Member of the SGA Finance.
Activities and Societies: Model United Nations, Peer Advisor-ship, Steering Committee, Varsity Cross Country, Varsity Track, Varsity.
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Conor Farrell works for Commonwealth Financial Network.
Conor Farrell is listed as Supervisor, Transition at Commonwealth Financial Network at Commonwealth Financial Network.
AeroLeads has found 1 work email signal at @commonwealth.com for Conor Farrell at Commonwealth Financial Network.
Conor Farrell is based in Greater Boston, United States while working with Commonwealth Financial Network.
Conor Farrell has worked for Commonwealth Financial Network, Acacia Communications Inc., Seton Hall University, Pi Kappa Phi Fraternity, and Orchard Hill At Sudbury.
Conor Farrell's colleagues at Commonwealth Financial Network include Connor Craig, Nicholas Tzanetakos, Leanne Drayton, Lekkala Chandu, and Ben Mccarthy.
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Conor Farrell holds Bachelor'S Degree, Business Information Technology Management, Finance, And Entrepreneurship from Seton Hall University.
Conor Farrell is listed with skills including Microsoft Office, Customer Service, Management, Microsoft Excel, Leadership, Microsoft Word, Microsoft Powerpoint, and Project Management.
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