John O'Connor

John O'Connor Email and Phone Number

Executive helping financial advisors build scale and efficiencies in their practices. President at Freedom Investment Management, Inc. @ Freedom Advisors
John O'Connor's Location
Hartford, Connecticut, United States, United States
John O'Connor's Contact Details
About John O'Connor

Building partnerships with financial advisors that help them better meet the needs of their clients is a goal of mine and our firm. Everyone here knows that we do not succeed unless the advisors we work with are succeeding. We offer innovative investment solutions, white-glove service and practice management tools & assistance.When I'm not working I am usually enjoying the outdoors with my wife and family either SCUBA diving, biking, hiking or getting dirty in the vegetable garden. I can also be found volunteering as a member of the Board and Chief Go-Fer for the South Windsor Cultural Arts Commission, a nonprofit that brings in world class musicians for a seasonal concert series free to the public.

John O'Connor's Current Company Details
Freedom Advisors

Freedom Advisors

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Executive helping financial advisors build scale and efficiencies in their practices. President at Freedom Investment Management, Inc.
John O'Connor Work Experience Details
  • Freedom Advisors
    President
    Freedom Advisors Jun 2022 - Present
    Hartford, Connecticut, Us
  • 3D/L Capital Management, Llc
    President
    3D/L Capital Management, Llc Mar 2006 - Nov 2024
    3D/L Capital, a Freedom Advisors Group company, is an Independent Investment Manager and TAMP who partners with fee-based financial advisors to deliver the outsourced investment management and administration to individual investors and retirement plan participants. Through rigorous portfolio construction and monitoring, 3D/L designs and manages diversified portfolios that control cost, manage risk and simplify global investing.
  • 3D/L Capital Management, Llc
    Principal
    3D/L Capital Management, Llc Mar 2006 - Nov 2024
  • Usi Securities, Inc.
    President
    Usi Securities, Inc. Jan 1998 - Mar 2006
    Valhalla, Ny, Us
    BD / RIA subsidiary of USI Insurance Services providing transnational and advisory expertise to the mid-size ERISA plan, executive compensation and wealth management markets.
  • Massmutual Financial Group (Mmlis) / Connecticut Mutual Life (Gr Phelps)
    Several Management And Leadership Roles
    Massmutual Financial Group (Mmlis) / Connecticut Mutual Life (Gr Phelps) Oct 1989 - Jan 1998
    BD/RIA subsidiaries of the parent life companies.

John O'Connor Skills

Leadership Retirement Income Strategies Portfolio Management Capital Markets Investments Relationship Management Process Improvement 401k Strategic Planning Strategy Financial Services Mutual Funds Asset Management Business Strategy Management Erisa Etfs Retirement Ria Securities Financial Markets

John O'Connor Education Details

  • University Of Connecticut
    University Of Connecticut
    Business Administration
  • University Of Hartford
    University Of Hartford
    Investment Finance
  • University Of Connecticut School Of Business
    University Of Connecticut School Of Business

Frequently Asked Questions about John O'Connor

What company does John O'Connor work for?

John O'Connor works for Freedom Advisors

What is John O'Connor's role at the current company?

John O'Connor's current role is Executive helping financial advisors build scale and efficiencies in their practices. President at Freedom Investment Management, Inc..

What is John O'Connor's email address?

John O'Connor's email address is jo****@****ual.com

What is John O'Connor's direct phone number?

John O'Connor's direct phone number is +186029*****

What schools did John O'Connor attend?

John O'Connor attended University Of Connecticut, University Of Hartford, University Of Connecticut School Of Business.

What skills is John O'Connor known for?

John O'Connor has skills like Leadership, Retirement Income Strategies, Portfolio Management, Capital Markets, Investments, Relationship Management, Process Improvement, 401k, Strategic Planning, Strategy, Financial Services, Mutual Funds.

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