Jeremiah O'Connor is a President at Green Oak Financial Services. He possess expertise in financial modeling, structured finance, financial structuring, strategic financial planning, business analysis and 11 more skills. Colleagues describe him as "There came a point in my young professional life where I knew I no longer should be, or am getting the most out of, Turbo Tax or H&R Block. I wasn't a kid with a summer job looking for a tax refund to splurge on something else - if thats you, use an online source. But, I am in my mid-twenties, I have more assets/liabilities that need care and more importantly planning (not just a filing). Now I'm a client of JJ's. I recommend JJ O'Connor to young professionals and newly wed-couples in their 30's who don't have a relationship with their accountant. He is not only personable and can relate, but extremely knowledgeable and can educate. He didn't just file my taxes, but advised and planned which is probably the biggest component and value a relationship with JJ can provide, that TurboTax or H&R block simply do not. If you take your finances seriously, and everyone should, you should talk to JJ. Thanks again for all your work. I look forward to meeting you again this spring. Best, Peter Edwards" and "JJ and I worked together at Allianz Risk Transfer for several years. We created financial models and transaction analytics for complex financial and entertainment transactions. We strategized on how to improve transactions and then created presentations of our findings to the ART underwriting committee. JJ's work was always timely and accurate and he was a great co-worker."