Internal Wholesaler
Current
Jun 2024 - Present
AeroLeads people directory · profile
Jackson O'Connell Email & Phone Number
Internal Wholesaler at PGIM Investments
at
PGIM
1 work email found
@balancewealthadvisor.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Internal Wholesaler at PGIM Investments
Location
New York City Metropolitan Area, United States, United States
Company size
Who is Jackson O'Connell? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jackson O'Connell is listed as Internal Wholesaler at PGIM Investments at PGIM, a company with 3113 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at balancewealthadvisor.com and a matched LinkedIn profile for Jackson O'Connell.
Jackson O'Connell previously worked as Internal Wholesaler at Pgim and Sector Leader at The Atkins Investment Group. Jackson O'Connell holds Bachelor'S Degree, Finance, General from University Of New Hampshire.
Company email context
Email format at PGIM
This section adds company-level context without repeating Jackson O'Connell's masked contact details.
*@balancewealthadvisor.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jackson O'Connell. Compare company email patterns before reaching out.
Profile bio
About Jackson O'Connell
Jackson O'Connell is a Internal Wholesaler at PGIM Investments at PGIM. He possess expertise in financial accounting, digital marketing, microsoft word, research, microsoft powerpoint.
Listed skills include Financial Accounting, Digital Marketing, Microsoft Word, Research, and 1 others.
Current workplace
Jackson O'Connell's current company
Company context helps verify the profile and gives searchers a useful next step.
Pgim
5 roles
Jackson O'Connell work experience
A career timeline built from the work history available for this profile.
Sector Leader
- Manages a group of analysts in the production and presentation of equity pitch slide decks
- Utilizes the Bloomberg Terminal to conduct research and maintain awareness of current events
- Collaborates with members across all sectors to implement strategies to outperform benchmarks
May 2022 - May 2024
Intern
- Managed the production and distribution of thousands of financial reports to clients
- Organized correspondence between 500+ clients through the utilization of CRM software
- Analyzed the suitability of several mutual funds pitched by wholesalers from a variety of firms
Mar 2020 - May 2024
Management Company Intern
- Provided fund administration services to seven private equity and venture capital firms
- Primarily utilized QuickBooks Online, BILL, and Expensify to ensure accurate reporting
- Composed and distributed quarterly financial statement packets to each of my assigned clients
May 2023 - Aug 2023
Caddie / Golf Cart Attendant
- Embraced physical labor pertaining to general course upkeep and maintenance
- Frequently endured the responsibilities of others during periods of staff shortage
- Established a friendly and respectful demeanor to facilitate an optimistic sentiment among members
May 2020 - Aug 2023
Team & coworkers
Colleagues at PGIM
Other employees you can reach at pgim.com. View company contacts for 3113 employees →
DR
Danielle Rubin
Colleague at Pgim
Morganville, New Jersey, United States, United States
View →
MA
Mason Adore
Colleague at Pgim
New York City Metropolitan Area, United States
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TS
Tara Stafford
Colleague at Pgim
Jersey City, New Jersey, United States, United States
View →
HE
Henry Evangelista
Colleague at Pgim
Ringoes, New Jersey, United States, United States
View →
MM
Michael Mcconville
Colleague at Pgim
New York, New York, United States, United States
View →
LA
Luigi A. Penza
Colleague at Pgim
New York, New York, United States, United States
View →
FN
Francesca Najdzin
Colleague at Pgim
Tampa, Florida, United States, United States
View →
CE
Cheyenne Edmonds
Colleague at Pgim
New York City Metropolitan Area, United States
View →
EG
Evan Ganley
Colleague at Pgim
Whippany, New Jersey, United States, United States
View →
DW
Doc Woodson
Colleague at Pgim
New York, New York, United States, United States
View →
Danielle Rubin
Colleague at Pgim
Morganville, New Jersey, United States, United States
View →
MA
Mason Adore
Colleague at Pgim
New York City Metropolitan Area, United States
View →
TS
Tara Stafford
Colleague at Pgim
Jersey City, New Jersey, United States, United States
View →
HE
Henry Evangelista
Colleague at Pgim
Ringoes, New Jersey, United States, United States
View →
MM
Michael Mcconville
Colleague at Pgim
New York, New York, United States, United States
View →
LA
Luigi A. Penza
Colleague at Pgim
New York, New York, United States, United States
View →
FN
Francesca Najdzin
Colleague at Pgim
Tampa, Florida, United States, United States
View →
CE
Cheyenne Edmonds
Colleague at Pgim
New York City Metropolitan Area, United States
View →
EG
Evan Ganley
Colleague at Pgim
Whippany, New Jersey, United States, United States
View →
DW
Doc Woodson
Colleague at Pgim
New York, New York, United States, United States
View →
1 education record
Jackson O'Connell education
FAQ
Frequently asked questions about Jackson O'Connell
Quick answers generated from the profile data available on this page.
What company does Jackson O'Connell work for?
Jackson O'Connell works for PGIM.
What is Jackson O'Connell's role at PGIM?
Jackson O'Connell is listed as Internal Wholesaler at PGIM Investments at PGIM.
What is Jackson O'Connell's email address?
AeroLeads has found 1 work email signal at @balancewealthadvisor.com for Jackson O'Connell at PGIM.
Where is Jackson O'Connell based?
Jackson O'Connell is based in New York City Metropolitan Area, United States, United States while working with PGIM.
What companies has Jackson O'Connell worked for?
Jackson O'Connell has worked for Pgim, The Atkins Investment Group, Balance Wealth Advisors, Standish Management, Llc, and Woodland Golf Club.
Who are Jackson O'Connell's colleagues at PGIM?
Jackson O'Connell's colleagues at PGIM include Danielle Rubin, Mason Adore, Tara Stafford, Henry Evangelista, and Michael Mcconville.
How can I contact Jackson O'Connell?
You can use AeroLeads to view verified contact signals for Jackson O'Connell at PGIM, including work email, phone, and LinkedIn data when available.
What schools did Jackson O'Connell attend?
Jackson O'Connell holds Bachelor'S Degree, Finance, General from University Of New Hampshire.
What skills is Jackson O'Connell known for?
Jackson O'Connell is listed with skills including Financial Accounting, Digital Marketing, Microsoft Word, Research, and Microsoft Powerpoint.
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