Wealth Advisor
Current
Jun 2023 - Present
AeroLeads people directory · profile
Jeffrey Shaughnessy Email & Phone Number
Wealth Advisor
at
OND Financial Solutions
1 work email found
@ameritas.com
1 phone found area 402
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor
Location
Tulsa, Oklahoma, United States
Company size
Who is Jeffrey Shaughnessy? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jeffrey Shaughnessy is listed as Wealth Advisor at OND Financial Solutions, a company with 7 employees, based in Tulsa, Oklahoma, United States. AeroLeads shows a work email signal at ameritas.com, phone signal with area code 402, and a matched LinkedIn profile for Jeffrey Shaughnessy.
Jeffrey Shaughnessy previously worked as Financial Advisor at Ameritas and Financial Advisor at Heritage Financial Services. Jeffrey Shaughnessy holds Bachelor'S Degree, Business Administration And Management, General from Oral Roberts University.
Company email context
Email format at OND Financial Solutions
This section adds company-level context without repeating Jeffrey Shaughnessy's masked contact details.
{first_initial}{last}@ameritas.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jeffrey Shaughnessy. Compare company email patterns before reaching out.
Profile bio
About Jeffrey Shaughnessy
~We think Outside the Nine Dots~ My team and I design a holistic approach to financial management which includes:
Listed skills include Sales, Sales Management, Direct Sales, Management, and 19 others.
Current workplace
Jeffrey Shaughnessy's current company
Company context helps verify the profile and gives searchers a useful next step.
Ond Financial Solutions
8 roles · 8 years
Jeffrey Shaughnessy work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
Current
Jun 2023 - Present
Financial Advisor
Our firm understands that people often worry about money. Utilizing a process focused first on listening and understanding we can instill confidence and eliminate concern for our clients and help them accomplish their financial goals and objectives, including helping them retire on their terms, funding a college education, and providing resources due to an.
Apr 2020 - Jun 2023
Financial Advisor
* Registered Representative of Securian Financial Services, Inc. * Securities offered through Securian Financial Services, Inc. * Member FINRA/SIPC. * Heritage Financial Services is independently owned and operated. 1010 SOUTH 120TH STREET SUITE 200 OMAHA, NE 68154 402-558-6860
2018 - Apr 2020
Sales Director
- Created, managed and maintained over 700K portfolio
- 100 weekly prospecting cold calls for outside sales within designated territory
- Outside sales rep for all of Northern California & Washington State
- Built book of business from scratch for Mechanical Contractors, ESCO Companies, & Fortune 500 Companies within designated territory
- Coordinate the sales transaction of high dollar equipment and labor sales between Bes-Tech Staff & Mechanical… Show more
- Coordinate the sales transaction of high dollar equipment and labor sales between Bes-Tech Staff & Mechanical Contractors Show less
Nov 2015 - Oct 2017
Owner
Recell Mobile
■ Managed the sales force■ Managed 1million dollar portfolio over the life of the business■ Managed & executed all ownership operations■ Marketing and advertising■ Ordered and maintained all inventory
Jul 2012 - Aug 2015
Sales Rep & Project Manager
Centurion Home & Outdoor Living
- 75 weekly prospecting cold calls for outside sales in Omaha
- Established and maintained accounts from Builder’s, Contractor’s, & Retail Customers.
- Created and maintained personal relationships with clients in order to aid the purchase transactions of high dollar masonry sales
- Managed, executed, and delegated masonry work to contractors
- Managed sales of all Outdoor Living product lines
Oct 2010 - Feb 2012
Sales Manager
Mycellularrepair
- Developed and maintained customer relationships
- Business growth through generating revenue in unique & creative ways
- Managed all cash transactions
- Established scheduling for all employees
- Delegated tasks for advancement of business structure
Jul 2009 - Jun 2010
3 education records
Jeffrey Shaughnessy education
Bachelor'S Degree, Business Administration And Management, General
Business Management
Business Management
FAQ
Frequently asked questions about Jeffrey Shaughnessy
Quick answers generated from the profile data available on this page.
What company does Jeffrey Shaughnessy work for?
Jeffrey Shaughnessy works for OND Financial Solutions.
What is Jeffrey Shaughnessy's role at OND Financial Solutions?
Jeffrey Shaughnessy is listed as Wealth Advisor at OND Financial Solutions.
What is Jeffrey Shaughnessy's email address?
AeroLeads has found 1 work email signal at @ameritas.com for Jeffrey Shaughnessy at OND Financial Solutions.
What is Jeffrey Shaughnessy's phone number?
AeroLeads has found 1 phone signal(s) with area code 402 for Jeffrey Shaughnessy at OND Financial Solutions.
Where is Jeffrey Shaughnessy based?
Jeffrey Shaughnessy is based in Tulsa, Oklahoma, United States while working with OND Financial Solutions.
What companies has Jeffrey Shaughnessy worked for?
Jeffrey Shaughnessy has worked for Ond Financial Solutions, Ameritas, Heritage Financial Services, Bes-Tech, Inc., and Recell Mobile.
Who are Jeffrey Shaughnessy's colleagues at OND Financial Solutions?
Jeffrey Shaughnessy's colleagues at OND Financial Solutions include Becky Wilkins-Pelizzoni and Jeneen Holland.
How can I contact Jeffrey Shaughnessy?
You can use AeroLeads to view verified contact signals for Jeffrey Shaughnessy at OND Financial Solutions, including work email, phone, and LinkedIn data when available.
What schools did Jeffrey Shaughnessy attend?
Jeffrey Shaughnessy holds Bachelor'S Degree, Business Administration And Management, General from Oral Roberts University.
What skills is Jeffrey Shaughnessy known for?
Jeffrey Shaughnessy is listed with skills including Sales, Sales Management, Direct Sales, Management, Successful Business Owner, Owner Managed Businesses, Small Business, and Mobile Devices.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Jeffrey Shaughnessy you were looking for.
View similar profiles
