Daniel Westergaard Email and Phone Number
Daniel Westergaard is a I help people find financial contentment. Financial Advisor. at O'Connor Financial Group LLC.
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Financial Advisor & Chief Investment OfficerO'Connor Financial Group Llc Sep 2021 - PresentChicago, Illinois, United StatesStriving 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 & SmaFirst Trust Aug 2017 - Jul 2021Represented 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. -
Internal Client AdvisorJ.P. Morgan Asset Management Jul 2016 - Aug 2017Greater Chicago AreaWorked as an Internal Client Advisor at J.P. Morgan Funds, covering Independent Broker Dealer clients in Western Michigan and Northern Indiana -
Private Banking AnalystJ.P. Morgan Jul 2015 - Jul 2016Greater Chicago AreaWorked as a Private Banking Analyst providing multi faceted solutions for HNW clients. -
Vice President Of Finance - Indiana ChapterWestern Golf Association/Evans Scholars Foundation Jan 2014 - Jan 2015Indiana University -
Summer Banking AnalystJ.P. Morgan Jun 2014 - Aug 2014Greater Chicago Area -
Honor CaddieCantigny Park May 2008 - Aug 2014Wheaton, IllinoisHonored 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. -
Research AnalystKnall - Cohen Fund Sep 2013 - May 2014Indiana University Kelley School Of BusinessPerform 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.
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Assistant Head WaiterAlpha Chi Omega Fraternity, Inc. Aug 2012 - May 2014Bloomington, Indiana AreaWork along side Head Chef, Sous Chef and kitchen staff to ensure quality meals are served by our staff to the residents of the sorority -
Financial Services Representative InternNew York Life Insurance Company May 2013 - Aug 2013 -
Outside Services Staff MemberCantigny Part Of The Mccormick Foundation May 2009 - Aug 2012Wheaton, IllinoisBuilt 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.
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UmpireWarrenville Park District Mar 2008 - Jun 2011Designated 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
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Bachelor Of Science; Finance -
Wheaton Warrenville South High School
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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