Wealth Management Intern
Current
Oct 2024 - Present
AeroLeads people directory · profile
James O'Connell Email & Phone Number
BS Candidate in Business Analytics with a Double Major in Finance | Presidential Scholar
at
Armstrong, Fleming and Moore, Inc.
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
BS Candidate in Business Analytics with a Double Major in Finance | Presidential Scholar
Location
Washington, District of Columbia, United States
Company size
Who is James O'Connell? Overview
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Quick answer
James O'Connell is listed as BS Candidate in Business Analytics with a Double Major in Finance | Presidential Scholar at Armstrong, Fleming and Moore, Inc., a with 18 employees, based in Washington, District of Columbia, United States. AeroLeads shows a matched LinkedIn profile for James O'Connell.
James O'Connell previously worked as Wealth Management Intern at Armstrong, Fleming And Moore, Inc. and Investment Committee Portfolio Analyst at Alpha Kappa Psi - Beta Mu Chapter. James O'Connell holds Bachelor Of Science - Bs, Business Analytics, Junior Gpa: 3.89/4.00 from The George Washington University.
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Armstrong, Fleming and Moore, Inc.
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Profile bio
About James O'Connell
Hi, my name is James O'Connell and I am a third year student at the George Washington University. I am currently double majoring in Business Analytics (BS) and in Finance. One thing about me is that I like to put myself in uncomfortable situations. For example, I do a lot of hot and cold training, where I will go into a 200 degree sauna, then jump in the ocean in the middle of January. The thing that I take from doing this is I am able to put myself through healthy stress, while actively working to calm myself and my mind. By doing this, I am more relaxed when it comes to try something new or trying something that is out of my comfort zone. Through my dedication to fitness, as well as mindfulness, I have already started taking rigorous courses in Statistics, Operations Management, and Calculus. While they pose a challenge, I openly accept and welcome the challenge because I know it will add to my analytical, futuristic, and competitive nature. I want to use this experience to learn and put myself in those positions, in regards to the business world.
Current workplace
James O'Connell's current company
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Armstrong, Fleming And Moore, Inc.
11 roles
James O'Connell work experience
A career timeline built from the work history available for this profile.
Investment Committee Portfolio Analyst
CurrentConducted market research by investigating prospective banking companies and presented weekly updates on the financial standing of the fraternity’s equity portfolios. Collaborated with team members to analyze financial statements, assess risk assessment, and make strategic recommendations to optimize the investment portfolio amid evolving market trends.
Jan 2024 - Present
Director Of Brotherhood
May 2023 - Jan 2024
Vice President
CurrentPresided over the administrative board and chairmen, overseeing their committees to execute day-to-day chapter programming of the chapter, which enabled all to stay on-task and align toward chapter’s goals.Delegated and managed the chapter calendar by planning events and setting strict deadlines, ensuring the executive board and administration board have a clear vision for executing their duties
Dec 2023 - Present
Secretary
Aug 2023 - Dec 2023
Steward & Barback
CurrentAdministered and maintained the club’s presentation by cleaning the entire clubs property and making sure the inventory was fully stocked, so that over 50+ members could enjoy the clubs amenities.Assisted and communicated with members about the club operations by always being available and willing to aid in order to enhance the experience of members and their guests.Managed and organized the bar by serving over 100 members and guests, as well as stocked inventory, so that club members and their guests have a enjoyable experience.
Jun 2023 - Present
Portfolio Management Intern
Jul 2024 - Oct 2024
Summer Analyst Intern
May 2024 - Jun 2024
Coach/Volunteer
Dorchester Youth Baseball
Directed and developed baseball skills for young children in order to strengthen their abilities as athletes and people. Motivated challenger division participants by bringing enthusiasm and passion in order to better their experience. Scheduled and monitored availability of teams by staying in contact with coaches and parents for the purpose of aiding administration
Mar 2018 - May 2023
Intern
The Maneikis Companies
Arranged/organized homes and gave tours for prospective buyers in order to inform and aid management. Composed properties’ lists with information on location, rooms, square footage, etc., to apprise potential buyers. Accompanied owner of the company to apartment/house viewings with a focus on aiding them with evaluating properties
Jun 2021 - Aug 2021
Host/Busser
Greeted and seated customers with a focus on making them feel welcomed and accommodated. Designed menus so that the menus had a modern input in order to attract younger customers. Cleaned restrooms, floors, windows, reset tables, and served food so that the restaurant would look presentable and charm future customers
Jul 2019 - Mar 2020
Team & coworkers
Colleagues at Armstrong, Fleming and Moore, Inc.
Other employees you can reach at afmfa.com. View company contacts for 18 employees →
JW
John Wittelsberger, Cfp®
Colleague at Armstrong, Fleming And Moore, Inc.Washington, District Of Columbia, United States
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CR
Chris Rivers, Cfp®, Crpc®
Colleague at Armstrong, Fleming And Moore, Inc.Washington, District Of Columbia, United States
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SC
Sahrata Camara
Colleague at Armstrong, Fleming And Moore, Inc.Silver Spring, Maryland, United States
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AL
Alexander Lilly
Colleague at Armstrong, Fleming And Moore, Inc.Fairfax County, Virginia, United States
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TP
Torie Pittari
Colleague at Armstrong, Fleming And Moore, Inc.Washington, District Of Columbia, United States
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ES
Elizabeth Schleifer, Cfp®
Colleague at Armstrong, Fleming And Moore, Inc.College Park, Maryland, United States
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CS
Chaunté Stallworth
Colleague at Armstrong, Fleming And Moore, Inc.Washington Dc-Baltimore Area, United States
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BR
Beate Ruffin
Colleague at Armstrong, Fleming And Moore, Inc.Lorton, Virginia, United States
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ZK
Zachary Kaufman, Cfp®
Colleague at Armstrong, Fleming And Moore, Inc.Washington, District Of Columbia, United States
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BF
Betsy Fleming
Colleague at Armstrong, Fleming And Moore, Inc.Washington, District Of Columbia, United States
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John Wittelsberger, Cfp®
Colleague at Armstrong, Fleming And Moore, Inc.Washington, District Of Columbia, United States
View →
CR
Chris Rivers, Cfp®, Crpc®
Colleague at Armstrong, Fleming And Moore, Inc.Washington, District Of Columbia, United States
View →
SC
Sahrata Camara
Colleague at Armstrong, Fleming And Moore, Inc.Silver Spring, Maryland, United States
View →
AL
Alexander Lilly
Colleague at Armstrong, Fleming And Moore, Inc.Fairfax County, Virginia, United States
View →
TP
Torie Pittari
Colleague at Armstrong, Fleming And Moore, Inc.Washington, District Of Columbia, United States
View →
ES
Elizabeth Schleifer, Cfp®
Colleague at Armstrong, Fleming And Moore, Inc.College Park, Maryland, United States
View →
CS
Chaunté Stallworth
Colleague at Armstrong, Fleming And Moore, Inc.Washington Dc-Baltimore Area, United States
View →
BR
Beate Ruffin
Colleague at Armstrong, Fleming And Moore, Inc.Lorton, Virginia, United States
View →
ZK
Zachary Kaufman, Cfp®
Colleague at Armstrong, Fleming And Moore, Inc.Washington, District Of Columbia, United States
View →
BF
Betsy Fleming
Colleague at Armstrong, Fleming And Moore, Inc.Washington, District Of Columbia, United States
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2 education records
James O'Connell education
Bachelor Of Science - Bs, Business Analytics, Junior Gpa: 3.89/4.00
High School Diploma, Weighted Gpa: 4.1
FAQ
Frequently asked questions about James O'Connell
Quick answers generated from the profile data available on this page.
What company does James O'Connell work for?
James O'Connell works for Armstrong, Fleming and Moore, Inc..
What is James O'Connell's role at Armstrong, Fleming and Moore, Inc.?
James O'Connell is listed as BS Candidate in Business Analytics with a Double Major in Finance | Presidential Scholar at Armstrong, Fleming and Moore, Inc..
Where is James O'Connell based?
James O'Connell is based in Washington, District of Columbia, United States while working with Armstrong, Fleming and Moore, Inc..
What companies has James O'Connell worked for?
James O'Connell has worked for Armstrong, Fleming And Moore, Inc., Alpha Kappa Psi - Beta Mu Chapter, Delta Tau Delta International Fraternity, Savin Hill Yacht Club, and Amalgamated Bank.
Who are James O'Connell's colleagues at Armstrong, Fleming and Moore, Inc.?
James O'Connell's colleagues at Armstrong, Fleming and Moore, Inc. include John Wittelsberger, Cfp®, Chris Rivers, Cfp®, Crpc®, Sahrata Camara, Alexander Lilly, and Torie Pittari.
How can I contact James O'Connell?
You can use AeroLeads to view verified contact signals for James O'Connell at Armstrong, Fleming and Moore, Inc., including work email, phone, and LinkedIn data when available.
What schools did James O'Connell attend?
James O'Connell holds Bachelor Of Science - Bs, Business Analytics, Junior Gpa: 3.89/4.00 from The George Washington University.
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