Operations Analyst
Current
Jan 2023 - Present
AeroLeads people directory · profile
Kylie O'Connor Email & Phone Number
Operations Analyst at Voya Investment Management
at
Voya Investment Management
1 work email found
@robinhood.com
LinkedIn matched
4 data sources
Profile completeness 86%
Current company
Role
Operations Analyst at Voya Investment Management
Location
Greater Phoenix Area, United States, United States
Company size
Who is Kylie O'Connor? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Kylie O'Connor is listed as Operations Analyst at Voya Investment Management at Voya Investment Management, a company with 1099 employees, based in Greater Phoenix Area, United States, United States. AeroLeads shows a work email signal at robinhood.com and a matched LinkedIn profile for Kylie O'Connor.
Kylie O'Connor previously worked as Operations Analyst at Voya Investment Management and Advanced Services Representative at Robinhood. Kylie O'Connor holds Economics, Mathematics from Arizona State University.
Company email context
Email format at Voya Investment Management
This section adds company-level context without repeating Kylie O'Connor's masked contact details.
{first}@robinhood.com
86% confidence
AeroLeads found 1 current-domain work email signal for Kylie O'Connor. Compare company email patterns before reaching out.
Profile bio
About Kylie O'Connor
Series 7 and 66 licensed Advanced Services Representative at Robinhood in Tempe, AZ. Previously a Financial Advisor at Morgan Stanley in Gilbert, AZ. I graduated from Arizona State University in May 2019 with a major in economics and a minor in mathematics. I am dedicated, efficient, and have a strong motivation to excel in my career. I became a licensed broker and investment advisor with my SIE, Series 7, and Series 66 examinations in 2019.
Current workplace
Kylie O'Connor's current company
Company context helps verify the profile and gives searchers a useful next step.
Voya Investment Management
12 roles
Kylie O'Connor work experience
A career timeline built from the work history available for this profile.
Advanced Services Representative
- Promoted within one year from Level 2 to Level 3 after exceeding goals and outperforming metrics in Level 2 role, resulting in assisting advanced customers
- Provided exceptional product expertise and information to empower customers to meet their needs with equities trading, margin, and corporate actions
- Continuously improved the customer experience by acting as a voice for customers and internally communicating better ways to serve
- Collaborated with team members to implement and facilitate effective resolution trainings
- Mentored newly hired colleagues by providing shadow sessions, resources, and trainings
- Appointed as a subject matter expert and specialized employee resource for equities trading
Jun 2022 - Sep 2022
Licensed Brokerage Representative
May 2021 - Jun 2022
Financial Advisor
- Build tactical and strategic portfolios based upon analysis of client’s financial objectives and macro/micro economics
- Conduct research using Aladdin by BlackRock centered around evolving global market conditions
- Exceeded sales quota by 300% over each quarter
- Recognized as 90thth percentile across Morgan Stanley division
- Execute equity, fixed income, option, and alternative investment transactions for clients to ensure highest likelihood of financial success
Jun 2019 - May 2021
Server
- Trained new hires while displaying efficient and hard work within the team
- Created relationships with customers to increase business revenue and build network
- Lead server with outstanding customer service skills
Aug 2018 - Jun 2020
Financial Planning Intern
- Work directly with the President of the firm to develop new client leads for insurance, asset management and financial planning sales
- Expand existing network to discover new opportunities
- Identify client’s needs by analyzing present income and asset situation
- Recommend appropriate investment and insurance solutions
- Help clients take action on recommendations
- Help families, individuals and businesses meet their financial goals
Apr 2018 - Sep 2018
Server
Mar 2017 - Sep 2018
Member
Sep 2016 - Sep 2018
Sep 2017 - Jan 2018
Barista
Tea Swirl
Sep 2016 - Jun 2017
Barista
Sencha Tea Bar
Mar 2015 - Dec 2016
Teacher Assistant
Woodbury Dance Center
Sep 2012 - May 2015
Team & coworkers
Colleagues at Voya Investment Management
Other employees you can reach at voyainvestments.com. View company contacts for 1099 employees →
AS
Avril Silverman, Caia
Colleague at Voya Investment Management
Greater Boston, United States
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МГ
Мария Герасимова
Colleague at Voya Investment Management
United States, United States
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AR
Arnav Ravi Joshi
Colleague at Voya Investment Management
New York, New York, United States, United States
View →
JS
Jiji Sam
Colleague at Voya Investment Management
Scottsdale, Arizona, United States, United States
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DS
Danny Su
Colleague at Voya Investment Management
San Francisco, California, United States, United States
View →
JV
Joel Varghese
Colleague at Voya Investment Management
Greater Savannah Area, United States
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CR
Clint Roberts
Colleague at Voya Investment Management
Atlanta, Georgia, United States, United States
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OJ
Owen Joiner
Colleague at Voya Investment Management
Atlanta, Georgia, United States, United States
View →
OM
Orit Mihaeli
Colleague at Voya Investment Management
Atlanta Metropolitan Area, United States
View →
LS
Lou Serra
Colleague at Voya Investment Management
Philadelphia, Pennsylvania, United States, United States
View →
Avril Silverman, Caia
Colleague at Voya Investment Management
Greater Boston, United States
View →
МГ
Мария Герасимова
Colleague at Voya Investment Management
United States, United States
View →
AR
Arnav Ravi Joshi
Colleague at Voya Investment Management
New York, New York, United States, United States
View →
JS
Jiji Sam
Colleague at Voya Investment Management
Scottsdale, Arizona, United States, United States
View →
DS
Danny Su
Colleague at Voya Investment Management
San Francisco, California, United States, United States
View →
JV
Joel Varghese
Colleague at Voya Investment Management
Greater Savannah Area, United States
View →
CR
Clint Roberts
Colleague at Voya Investment Management
Atlanta, Georgia, United States, United States
View →
OJ
Owen Joiner
Colleague at Voya Investment Management
Atlanta, Georgia, United States, United States
View →
OM
Orit Mihaeli
Colleague at Voya Investment Management
Atlanta Metropolitan Area, United States
View →
LS
Lou Serra
Colleague at Voya Investment Management
Philadelphia, Pennsylvania, United States, United States
View →
2 education records
Kylie O'Connor education
Economics, Mathematics
Business
FAQ
Frequently asked questions about Kylie O'Connor
Quick answers generated from the profile data available on this page.
What company does Kylie O'Connor work for?
Kylie O'Connor works for Voya Investment Management.
What is Kylie O'Connor's role at Voya Investment Management?
Kylie O'Connor is listed as Operations Analyst at Voya Investment Management at Voya Investment Management.
What is Kylie O'Connor's email address?
AeroLeads has found 1 work email signal at @robinhood.com for Kylie O'Connor at Voya Investment Management.
Where is Kylie O'Connor based?
Kylie O'Connor is based in Greater Phoenix Area, United States, United States while working with Voya Investment Management.
What companies has Kylie O'Connor worked for?
Kylie O'Connor has worked for Voya Investment Management, Robinhood, Morgan Stanley, Chompie'S, and The M Group & Associates.
Who are Kylie O'Connor's colleagues at Voya Investment Management?
Kylie O'Connor's colleagues at Voya Investment Management include Avril Silverman, Caia, Мария Герасимова, Arnav Ravi Joshi, Jiji Sam, and Danny Su.
How can I contact Kylie O'Connor?
You can use AeroLeads to view verified contact signals for Kylie O'Connor at Voya Investment Management, including work email, phone, and LinkedIn data when available.
What schools did Kylie O'Connor attend?
Kylie O'Connor holds Economics, Mathematics from Arizona State University.
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