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Daniel Westergaard Email & Phone Number
Financial Advisor and Chief Investment Officer
at
O'Connor Financial Group LLC
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✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor and Chief Investment Officer
Location
Chicago, Illinois, United States
Who is Daniel Westergaard? Overview
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Quick answer
Daniel Westergaard is listed as Financial Advisor and Chief Investment Officer at O'Connor Financial Group LLC, based in Chicago, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Daniel Westergaard.
Daniel Westergaard previously worked as Financial Advisor & Chief Investment Officer at O'Connor Financial Group Llc and Internal Specialist | ETF & SMA at First Trust. Daniel Westergaard holds Bachelor Of Science; Finance from Indiana University - Kelley School Of Business.
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O'Connor Financial Group LLC
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Profile bio
About Daniel Westergaard
Daniel Westergaard is a Financial Advisor and Chief Investment Officer at O'Connor Financial Group LLC.
Current workplace
Daniel Westergaard's current company
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O'Connor Financial Group Llc
Website
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13 roles
Daniel Westergaard work experience
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Financial Advisor & Chief Investment Officer
Striving to impact the city of Chicago & beyond. We are working to help people solve life's biggest financial concerns and problems. We help individuals and families with all aspects of their financial picture. We work on mapping out their goals, planning for retirement, living in retirement, charitable giving, preparing for their children's' future and much more..The best part of my job is connecting with people, so let's meet!
Internal Specialist | Etf & Sma
Represented First Trust Portfolios to Financial Advisor clients, providing market and economic resources as well as ETF and SMA investment solutions. First Trust is an industry leading ETF provider who strives to put their clients first.
Aug 2017 - Jul 2021
Internal Client Advisor
Worked as an Internal Client Advisor at J.P. Morgan Funds, covering Independent Broker Dealer clients in Western Michigan and Northern Indiana
Jul 2016 - Aug 2017
Private Banking Analyst
Worked as a Private Banking Analyst providing multi faceted solutions for HNW clients.
Jul 2015 - Jul 2016
Vice President Of Finance - Indiana Chapter
Jan 2014 - Jan 2015
Summer Banking Analyst
Jun 2014 - Aug 2014
Honor Caddie
Honored as Caddie of the Month in June 2011. Honored as Caddie of the Year in 2011.250+ Rounds CompletedAwarded an Evans Scholarship. Displayed Leadership and dedication to the caddie program, appointed to Honor status based on customer and management reviews.
May 2008 - Aug 2014
Research Analyst
Knall - Cohen Fund
Perform fundamental research on Utilities Sector. Rated Xcel Energy as a BUY opportunity (2/25/2014). Manage a $130,00 equities fund for Kelley School Alumni.
Sep 2013 - May 2014
Assistant Head Waiter
Work along side Head Chef, Sous Chef and kitchen staff to ensure quality meals are served by our staff to the residents of the sorority
Aug 2012 - May 2014
Financial Services Representative Intern
May 2013 - Aug 2013
Outside Services Staff Member
Cantigny Part Of The Mccormick Foundation
Built strong relationships with guests through consistent, customer oriented service. Played a vital role in golf operations through ensuring customer satisfaction, building relationships with guests and maintaining top of the line facilities.
May 2009 - Aug 2012
Umpire
Warrenville Park District
Designated as head umpire in the Warrenville Park district, during my second year in the league. In charge of resolving scheduling conflicts as well as ensuring strong relationships between league coordinators, head coaches, other umpires and players/spectators.
Mar 2008 - Jun 2011
2 education records
Daniel Westergaard education
Bachelor Of Science; Finance
Education record
Wheaton Warrenville South High School
FAQ
Frequently asked questions about Daniel Westergaard
Quick answers generated from the profile data available on this page.
What company does Daniel Westergaard work for?
Daniel Westergaard works for O'Connor Financial Group LLC.
What is Daniel Westergaard's role at O'Connor Financial Group LLC?
Daniel Westergaard is listed as Financial Advisor and Chief Investment Officer at O'Connor Financial Group LLC.
Where is Daniel Westergaard based?
Daniel Westergaard is based in Chicago, Illinois, United States while working with O'Connor Financial Group LLC.
What companies has Daniel Westergaard worked for?
Daniel Westergaard has worked for O'Connor Financial Group Llc, First Trust, J.P. Morgan Asset Management, J.P. Morgan, and Western Golf Association/Evans Scholars Foundation.
How can I contact Daniel Westergaard?
You can use AeroLeads to view verified contact signals for Daniel Westergaard at O'Connor Financial Group LLC, including work email, phone, and LinkedIn data when available.
What schools did Daniel Westergaard attend?
Daniel Westergaard holds Bachelor Of Science; Finance from Indiana University - Kelley School Of Business.
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