Jake O'Connell
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Jake O'Connell Email & Phone Number

Assistant Vice President - AML Investor On-Boarding at Brown Brothers Harriman
Location: Boston, Massachusetts, United States 9 work roles 1 school
2 work emails found @bbh.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email j****@bbh.com
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Current company
Brown Brothers Harriman
Role
Assistant Vice President - AML Investor On-Boarding
Location
Boston, Massachusetts, United States
Company size
5837 employees

Who is Jake O'Connell? Overview

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Quick answer

Jake O'Connell is listed as Assistant Vice President - AML Investor On-Boarding at Brown Brothers Harriman, a company with 5837 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at bbh.com and a matched LinkedIn profile for Jake O'Connell.

Jake O'Connell previously worked as Team Leader - AML Investor On-Boarding at Brown Brothers Harriman and AML Supervisor - Transfer Agency at Brown Brothers Harriman. Jake O'Connell holds Bachelor Of Science (B.S.), Financial Planning from The University Of Georgia.

Company email context

Email format at Brown Brothers Harriman

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*@bbh.com
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Profile bio

About Jake O'Connell

Experienced Client Services Manager with a demonstrated history of working in the financial services industry. Strong business development professional skilled in Wealth Management Services, AML/KYC Compliance and Regulations, Public Speaking, Client Service and Operations, Relationship Management and Fund Accounting.

Listed skills include Alternative Investments, Public Speaking, Security, Time Management, and 7 others.

Current workplace

Jake O'Connell's current company

Company context helps verify the profile and gives searchers a useful next step.

Brown Brothers Harriman
Brown Brothers Harriman
Assistant Vice President - AML Investor On-Boarding
new york, new york, united states
Website
bbh.com
Employees
5837
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9 roles

Jake O'Connell work experience

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

Aml Supervisor - Transfer Agency

Brown Brothers Harriman

Greater Boston Area

Investor On-Boarding and Ongoing Monitoring

Jul 2019 - May 2022

Assistant Vice President - Client Operations

State Street

Boston

Oct 2017 - Jun 2019

Officer - Client Service - Wealth Management

State Street

Quincy, MA

Jun 2015 - Oct 2017

Senior Associate - Investor Services

State Street
Jan 2013 - Jun 2015

Security Valuations

State Street

Boston, MA

  • Provide timely market value calculations to Fund Accounting groups ensuring NA
  • Interact directly with the client to resolve inquiries related to security valuations
  • Daily involvement with pricing vendors such as Thompson Reuters, Interactive D
  • Perform and execute daily deliverables with hard deadlines
Sep 2010 - Jan 2013

Intern

Commonwealth Financial Group

Boston, MA

Attended daily meetings and training programsCreated templates used during client meetings for life, survivorship, and disability insurance needs

Jun 2009 - Aug 2009

Intern

Blue Cross Blue Shield Of Massachusetts

Rockland, MA

Directly reported to Director of Human ResourcesAssisted in the human resources departmentDatabase managementResponsible for creating PowerPoint presentations regarding public speaking and retirement planningSchedules appointments while collaborating with fellow associates

Jun 2008 - Aug 2008
Team & coworkers

Colleagues at Brown Brothers Harriman

Other employees you can reach at bbh.com. View company contacts for 5837 employees →

RP Rebecca Payson Rebecca Payson Colleague at Brown Brothers Harriman United States, United States View → JB John Barry John Barry Colleague at Brown Brothers Harriman Ormond Beach, Florida, United States, United States View → AN Aniket Nawle Aniket Nawle Colleague at Brown Brothers Harriman Thionville, Grand Est, France, France View → MS Mike Santos Mike Santos Colleague at Brown Brothers Harriman Jersey City, New Jersey, United States, United States View → VA Vincent Amato Vincent Amato Colleague at Brown Brothers Harriman Massapequa, New York, United States, United States View → MH Ming Hoang Ming Hoang Colleague at Brown Brothers Harriman Boston, Massachusetts, United States, United States View → ŁC Łukasz Ciesielski Łukasz Ciesielski Colleague at Brown Brothers Harriman Cracow, Małopolskie, Poland, Poland View → RG Randall Geise Randall Geise Colleague at Brown Brothers Harriman Boston, Massachusetts, United States, United States View → A( Ann (Kaskiewicz) Disanto Ann (Kaskiewicz) Disanto Colleague at Brown Brothers Harriman Tewksbury, Massachusetts, United States, United States View → MK Mariusz Kos Mariusz Kos Colleague at Brown Brothers Harriman Cracow, Małopolskie, Poland, Poland View →
1 education record

Jake O'Connell education

FAQ

Frequently asked questions about Jake O'Connell

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

What company does Jake O'Connell work for?

Jake O'Connell works for Brown Brothers Harriman.

What is Jake O'Connell's role at Brown Brothers Harriman?

Jake O'Connell is listed as Assistant Vice President - AML Investor On-Boarding at Brown Brothers Harriman.

What is Jake O'Connell's email address?

AeroLeads has found 2 work email signals at @bbh.com for Jake O'Connell at Brown Brothers Harriman.

Where is Jake O'Connell based?

Jake O'Connell is based in Boston, Massachusetts, United States while working with Brown Brothers Harriman.

What companies has Jake O'Connell worked for?

Jake O'Connell has worked for Brown Brothers Harriman, State Street, Commonwealth Financial Group, and Blue Cross Blue Shield Of Massachusetts.

Who are Jake O'Connell's colleagues at Brown Brothers Harriman?

Jake O'Connell's colleagues at Brown Brothers Harriman include Rebecca Payson, John Barry, Aniket Nawle, Mike Santos, and Vincent Amato.

How can I contact Jake O'Connell?

You can use AeroLeads to view verified contact signals for Jake O'Connell at Brown Brothers Harriman, including work email, phone, and LinkedIn data when available.

What schools did Jake O'Connell attend?

Jake O'Connell holds Bachelor Of Science (B.S.), Financial Planning from The University Of Georgia.

What skills is Jake O'Connell known for?

Jake O'Connell is listed with skills including Alternative Investments, Public Speaking, Security, Time Management, Middle Office, Fund Accounting, Customer Service, and Financial Analysis.

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