Daniel Westergaard

Daniel Westergaard Email and Phone Number

I help people find financial contentment. Financial Advisor. @ O'Connor Financial Group LLC
Daniel Westergaard's Location
Chicago, Illinois, United States, United States
About Daniel Westergaard

Daniel Westergaard is a I help people find financial contentment. Financial Advisor. at O'Connor Financial Group LLC.

Daniel Westergaard's Current Company Details
O'Connor Financial Group LLC

O'Connor Financial Group Llc

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I help people find financial contentment. Financial Advisor.
Daniel Westergaard Work Experience Details
  • O'Connor Financial Group Llc
    Financial Advisor & Chief Investment Officer
    O'Connor Financial Group Llc Sep 2021 - Present
    Chicago, Illinois, United States
    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!
  • First Trust
    Internal Specialist | Etf & Sma
    First Trust Aug 2017 - Jul 2021
    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.
  • J.P. Morgan Asset Management
    Internal Client Advisor
    J.P. Morgan Asset Management Jul 2016 - Aug 2017
    Greater Chicago Area
    Worked as an Internal Client Advisor at J.P. Morgan Funds, covering Independent Broker Dealer clients in Western Michigan and Northern Indiana
  • J.P. Morgan
    Private Banking Analyst
    J.P. Morgan Jul 2015 - Jul 2016
    Greater Chicago Area
    Worked as a Private Banking Analyst providing multi faceted solutions for HNW clients.
  • Western Golf Association/Evans Scholars Foundation
    Vice President Of Finance - Indiana Chapter
    Western Golf Association/Evans Scholars Foundation Jan 2014 - Jan 2015
    Indiana University
  • J.P. Morgan
    Summer Banking Analyst
    J.P. Morgan Jun 2014 - Aug 2014
    Greater Chicago Area
  • Cantigny Park
    Honor Caddie
    Cantigny Park May 2008 - Aug 2014
    Wheaton, Illinois
    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.
  • Knall - Cohen Fund
    Research Analyst
    Knall - Cohen Fund Sep 2013 - May 2014
    Indiana University Kelley School Of Business
    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.
  • Alpha Chi Omega Fraternity, Inc.
    Assistant Head Waiter
    Alpha Chi Omega Fraternity, Inc. Aug 2012 - May 2014
    Bloomington, Indiana Area
    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
  • New York Life Insurance Company
    Financial Services Representative Intern
    New York Life Insurance Company May 2013 - Aug 2013
  • Cantigny Part Of The Mccormick Foundation
    Outside Services Staff Member
    Cantigny Part Of The Mccormick Foundation May 2009 - Aug 2012
    Wheaton, Illinois
    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.
  • Warrenville Park District
    Umpire
    Warrenville Park District Mar 2008 - Jun 2011
    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.

Daniel Westergaard Education Details

Frequently Asked Questions about Daniel Westergaard

What company does Daniel Westergaard work for?

Daniel Westergaard works for O'connor Financial Group Llc

What is Daniel Westergaard's role at the current company?

Daniel Westergaard's current role is I help people find financial contentment. Financial Advisor..

What schools did Daniel Westergaard attend?

Daniel Westergaard attended Indiana University - Kelley School Of Business, Wheaton Warrenville South High School.

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