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

Wealth Advisor @ Northwestern Mutual | MBA, Financial Planning at Northwestern Mutual
Location: Evanston, Illinois, United States 11 work roles 5 schools
1 work email found @bigshouldersfund.org 6 phones found area 312, 847, 224, and 773 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 6 phones

Work email f****@bigshouldersfund.org
Direct phone (312) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Wealth Advisor @ Northwestern Mutual | MBA, Financial Planning
Location
Evanston, Illinois, United States

Who is Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap®? Overview

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Quick answer

Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap® is listed as Wealth Advisor @ Northwestern Mutual | MBA, Financial Planning at Northwestern Mutual, based in Evanston, Illinois, United States. AeroLeads shows a work email signal at bigshouldersfund.org, phone signal with area code 312, 847, 224, 773, and a matched LinkedIn profile for Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap®.

Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap® previously worked as Wealth Management Advisor at Northwestern Mutual and Board Member at Big Shoulders Fund. Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap® holds Mba, Finance, Marketing from Northwestern University - Kellogg School Of Management.

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Email format at Northwestern Mutual

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*@bigshouldersfund.org
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AeroLeads found 1 current-domain work email signal for Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap®. Compare company email patterns before reaching out.

Profile bio

About Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap®

As a Wealth Management Advisor at Northwestern Mutual, I have more than 30 years of professional services experience serving corporate and individual clients in North America and Europe. I help successful people understand what is possible today and achieve their most cherished goals tomorrow.I leverage my expertise in strategic financial planning, risk management, insurance brokerage, post merger integration, and technology solutions to provide independent, fresh, and foresight-focused insights to my clients. I also work collaboratively with a national team of experienced advisers across the country who are dedicated to delivering the highest level of financial security. I outsource as much of the work to us as my clients wish and meet their needs with simplicity and service.

Listed skills include New Business Development, Leadership, Management, Risk Management, and 46 others.

Current workplace

Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap®'s current company

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Northwestern Mutual
Northwestern Mutual
Wealth Advisor @ Northwestern Mutual | MBA, Financial Planning
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11 roles · 40 years

Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap® work experience

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

Wealth Management Advisor

Current

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.

Jan 2012 - Present

Board Member

Current

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.

Jan 2004 - Present

Founder And Co-Chairman

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.

Jan 2000 - Aug 2019

Founder & Managing Director

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.

Apr 2003 - Dec 2011

Svp, Strategic Accounts

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.

Apr 2010 - Jun 2011

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.

2000 - 2003 ~3 yrs

Commercial P&C Brokerage, Vp

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.
  • 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.
  • 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.
  • Produced over $100,000 of new/new insurance brokerage business for RHH in 1993.Corporate Staff, Aon Corporation, Chicago, IL 1991 – 1992
1991 - 2000 ~9 yrs

Board Member

Chicago, Illinois, US

Currently serving as a member of the Emeritus Board.

1990 - 2000 ~10 yrs

Institutional Securities Sales

Salomon Brothers, Inc

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.

1986 - 1991 ~5 yrs
5 education records

Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap® education

Mba, Finance, Marketing

Northwestern University - Kellogg School Of Management

International Law

The London School Of Economics And Political Science (Lse)

Ab, Economics

College Of The Holy Cross

Education record

Loyola Academy

Education record

St. Joan Of Arc
FAQ

Frequently asked questions about Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap®

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

What company does Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap® work for?

Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap® works for Northwestern Mutual.

What is Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap®'s role at Northwestern Mutual?

Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap® is listed as Wealth Advisor @ Northwestern Mutual | MBA, Financial Planning at Northwestern Mutual.

What is Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap®'s email address?

AeroLeads has found 1 work email signal at @bigshouldersfund.org for Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap® at Northwestern Mutual.

What is Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap®'s phone number?

AeroLeads has found 6 phone signal(s) with area code 312, 847, 224, 773 for Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap® at Northwestern Mutual.

Where is Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap® based?

Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap® is based in Evanston, Illinois, United States while working with Northwestern Mutual.

What companies has Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap® worked for?

Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap® has worked for Northwestern Mutual, Big Shoulders Fund, O'Connor Advisors, Llc, Morningstar, Inc., and Diamond Management & Technology Consultants.

How can I contact Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap®?

You can use AeroLeads to view verified contact signals for Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap® at Northwestern Mutual, including work email, phone, and LinkedIn data when available.

What schools did Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap® attend?

Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap® holds Mba, Finance, Marketing from Northwestern University - Kellogg School Of Management.

What skills is Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap® known for?

Fred O'Connor, M.M., Msfs, Cfp®, Aep®, Cap® is listed with skills including New Business Development, Leadership, Management, Risk Management, Executive Management, Crm, Account Management, and Marketing.

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