Jim O'Shaughnessy Email and Phone Number
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Jim O'Shaughnessy personal email
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Sheridan Road Financial is passionate about helping Americans Choose Their Day to retire and launch version 2.0 of their life, whether that involves pursuing a new hobby, volunteering for a cause or spending more time with family. Our services include Institutional Investment Consulting, Executive Benefits, Participant Services, Wealth Management and Financial Planning. Sheridan Road has offices in Milwaukee, Chicago, Cincinnati, Nashville and Indianapolis. As a part of HUB International’s Retirement, Institutional and Private Wealth Team.Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Other advisory services offered through Global Retirement Partners, LLC a registered investment advisor. Insurance services offered through HUB International. HUB International, HUB Retirement and Wealth Management, Sheridan Road Financial, and Global Retirement Partners, LLC are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Hub Retirement And Wealth Management
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President Of Retirement And Private Wealth At Hub Retirement And Wealth ManagementHub Retirement And Wealth Management Dec 2018 - PresentHouston, Texas, Us -
President Of Retirement And Private WealthSheridan Road Financial, A Division Of Hub International Dec 2018 - Oct 2022Northbrook, Illinois, UsThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Compliance Disclaimer - Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Advisory services offered through Sheridan Road Advisors, LLC, a HUB International company and SEC registered investment advisor. Sheridan Road Financial, Sheridan Road Advisors, LLC and HUB International are separate entities from LPL Financial. -
Managing Partner And Co-FounderSheridan Road Financial, A Division Of Hub International Jan 2005 - Oct 2022Northbrook, Illinois, Us -
PrincipalNational Retirement Partners 2006 - Dec 2010
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Qualified Plan SpecialistAxa Advisors 1992 - 2006
Jim O'Shaughnessy Skills
Jim O'Shaughnessy Education Details
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Purdue UniversityIndustrial Management
Frequently Asked Questions about Jim O'Shaughnessy
What company does Jim O'Shaughnessy work for?
Jim O'Shaughnessy works for Hub Retirement And Wealth Management
What is Jim O'Shaughnessy's role at the current company?
Jim O'Shaughnessy's current role is President of Retirement and Private Wealth at HUB Retirement and Wealth Management.
What is Jim O'Shaughnessy's email address?
Jim O'Shaughnessy's email address is jo****@****oad.com
What is Jim O'Shaughnessy's direct phone number?
Jim O'Shaughnessy's direct phone number is 184792*****
What schools did Jim O'Shaughnessy attend?
Jim O'Shaughnessy attended Purdue University.
What skills is Jim O'Shaughnessy known for?
Jim O'Shaughnessy has skills like Retirement Plan Consulting, 401k, Defined Benefit, Pensions, Deferred Compensation, Retirement Planning, Retirement, Wealth Management, Investment Advisory, Asset Management, Investments, Mutual Funds.
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