Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap® Email & Phone Number

Milwaukee, Wi, Us

We have a national team comprised of the experienced advisers across the country dedicated to providing the highest level of financial security to professionals, executives and business owners. We find that a financial plan truly has to be re-assessed at least every six months in this constantly-changing and complex environment; while delivering our ideas with simplicity. Our team is uniquely equipped to provide second opinions to successful people desiring an even greater peace of mind and fresh insight. If we're introduced to people who already have existing relationships in their financial picture, we are able to work on the same side of the table to better serve the client. Our planning models help people evaluate what gaps they have in their plans to reach their financial goals while mitigating the effects of certain risks. We help them make sure both SUFFICIENCY and EFFICIENCY are being addressed throughout the accumulation and distribution phases of their lives. I am always amazed at how many sophisticated clients we work with were unaware of the small but meaningful ideas they could be taking advantage of, especially involving tax efficiency right now. Business succession and executive retention planning are also areas we are highly skilled to help clients review.

Chicago, Il, Us

The mission of Big Shoulders is to provide assistance to Catholic elementary and high schools in Chicago's low-income communities. The funds raised by Big Shoulders are given to its schools to support a variety of educational mediums including scholarships, special education programming, instructional equipment, facility improvements, faculty development, and operating grants.

Chicago, Il, Us

The mission of Big Shoulders is to provide assistance to Catholic elementary and high schools in Chicago's low-income communities. The funds raised by Big Shoulders are given to its schools to support a variety of educational mediums including scholarships, special education programming, instructional equipment, facility improvements, faculty development, and operating grants.

Managing Director - Founded practice focused on serving Chicago area firms, notably in respect to the disciplines of finance and technology. Advised 10+ companies on business development and completed up to 30 searches per year for major public companies, professional services firms, private equity firms and their portfolio companies, hedge funds, and education & arts institutions. Profitably managed from start-up, all aspects of business operations and marketing. Created value through outsourced business development consulting, successfully developed tens of millions of new revenue or savings for firms as varied as an international law firm, a derivatives advisory firm, a print services business process outsourcing firm, and entrepreneurial ventures.

Chicago, Il, Us

Senior Vice President, Strategic Accounts - Responsible for client accounts with $15,000,000 in revenue, managing overall relationships with key financial services institutional clients, bringing the best of the firm’s services in data, software, research, and investment management to meet client needs. Led new business development sales efforts delivering in excess of a $1,000,000 in new revenue across a variety of projects, and opening new opportunities with numerous major financial clients involving a wide number of products and solutions, examples include: establishing a client’s ETF Market Center, rolling out annuity calculators and comparison tools, initiating 15(c) mutual fund board consulting services, and developing a new dividend equity portfolio strategy for income oriented investors. Helped CFO save $750,000 annually (equivalent to $2,250,000 in new sales) by instituting strategic sourcing initiative. Explored harnessing best practices and pooled purchasing power through competitive agreements in insurance, treasury operations, and professional services.

Chicago, Il, Us

Business Development Partner

Chicago, Il, Us

Business Development Partner

Chicago, Il, Us

PartnerRecruited to Diamond by the president in 2000 to lead business development and relationship management efforts in Chicago. Secured six major US corporations as new clients, in a time of highly challenging (tech bubble, 9/11) market issues. Responsible for $1,000,000 in new revenue annually. Managed knowledge management/e-learning initiatives; oversaw DiamondCluster Fellow relationships, and led the CRE (Client Relationship Executive) program - directly impacting 20% of firm revenues.

London, Gb

Managing Director, Strategic Account Management, Aon Group, Inc., Chicago, IL 1999 – 2000• Account manager of Aon’s largest client, overseeing global team of 40+ on business worth +$20MM.Vice President, SAM, Global Professional Services, Aon Risk Services, London, UK 1998 – 1999 • Cross-sold Aon resources, products and services to Aon’s “Big 6” accounting firm clients and managed a global professional services practice group. Consolidated $30MM business with these key clients.Vice President, Wholesale Broker, Aon Natural Resources Worldwide, London, UK 1995 – 1997• Cross-sold Aon resources, products and services to Aon’s major on & off shore energy clients. Produced +£2MM new business in the North Sea, continental Europe and Middle East.Liaison Officer, HAVAG/Hudig-Langeveldt (Aon), Düsseldorf, DEU 1994 – 1995• Learned German effectively enough to serve as main international desk liaison for newly acquired German operations and US offices. Secured several small/strategic new business clients. Producer, Rollins Hudig Hall of Illinois (Aon), Chicago, IL 1992 – 1994• Produced over $100,000 of new/new insurance brokerage business for RHH in 1993.Corporate Staff, Aon Corporation, Chicago, IL 1991 – 1992• Introduced a program for payroll deduction life insurance to the 22,000 employees of Aon and served on a number of staff projects.

Chicago, Illinois, Us

Currently serving as a member of the Emeritus Board.

Specialist, mortgage-backed securities, institutional sales responsibilities for mortgage banks and savings & loan clients; graduate of ’86 Sales & Trading Training Program, the premier program in the country.

Mba, Finance, Marketing

International Law

Ab, Economics

Education record

Education record