Marty O'Shaughnessy, Cfp®

Marty O'Shaughnessy, Cfp® Email and Phone Number

Financial Planner @ CFG Retirement
Saint Paul, MN, US
Marty O'Shaughnessy, Cfp®'s Location
Greater Minneapolis-St. Paul Area, United States, United States
Marty O'Shaughnessy, Cfp®'s Contact Details

Marty O'Shaughnessy, Cfp® personal email

n/a
About Marty O'Shaughnessy, Cfp®

Marty O'Shaughnessy, Cfp® is a Financial Planner at CFG Retirement. They possess expertise in marketing, communication, leadership, microsoft word, microsoft excel and 12 more skills.

Marty O'Shaughnessy, Cfp®'s Current Company Details
CFG Retirement

Cfg Retirement

View
Financial Planner
Saint Paul, MN, US
Website:
cfgretirement.com
Employees:
9
Marty O'Shaughnessy, Cfp® Work Experience Details
  • Cfg Retirement
    Financial Planner
    Cfg Retirement
    Saint Paul, Mn, Us
    View
  • Guardian Resources
    Wealth Advisor
    Guardian Resources Jun 2024 - Dec 2024
    Minneapolis, Minnesota, Us
    View
  • Discipline Advisors, Llc
    Financial Advisor
    Discipline Advisors, Llc Jul 2023 - May 2024
    Mankato, Minnesota, Us
    View
  • Assetmark
    Senior Business Development Consultant
    Assetmark Jan 2023 - Jun 2023
    Concord, California, Us
    Changed coverage to Great Lakes region to support IBD Advisors and RIAs in IL, IN, and MI.
    View
  • Assetmark
    Business Development Consultant
    Assetmark Sep 2018 - Jan 2023
    Concord, California, Us
    Tasked with spearheading Business Development initiatives in Texarkana Region covering Texas Gulf Coast, Louisiana and Arkansas. Identify, assess, and capitalize on high-potential opportunities. Consult with Financial Advisors, build partnering relationships with them, and support account funding efforts with best practices and custom solutions. Secure commitments from and coordinate seamless onboarding experience for all new Advisors. Contribute to company strategy on prospecting, industry opportunities, corporate events, social media, industry / Broker Dealer conferences, and best practices.
    View

Marty O'Shaughnessy, Cfp® Skills

Marketing Communication Leadership Microsoft Word Microsoft Excel Powerpoint Customer Service Social Media Time Management Microsoft Office Public Speaking Event Planning Research Social Networking Teamwork Sales Third Party Logistics

Marty O'Shaughnessy, Cfp® Education Details

  • Bradley University: Foster College Of Business
    Bradley University: Foster College Of Business
    Marketing

Frequently Asked Questions about Marty O'Shaughnessy, Cfp®

What company does Marty O'Shaughnessy, Cfp® work for?

Marty O'Shaughnessy, Cfp® works for Cfg Retirement

What is Marty O'Shaughnessy, Cfp®'s role at the current company?

Marty O'Shaughnessy, Cfp®'s current role is Financial Planner.

What is Marty O'Shaughnessy, Cfp®'s email address?

Marty O'Shaughnessy, Cfp®'s email address is ma****@****ark.com

What schools did Marty O'Shaughnessy, Cfp® attend?

Marty O'Shaughnessy, Cfp® attended Bradley University: Foster College Of Business.

What are some of Marty O'Shaughnessy, Cfp®'s interests?

Marty O'Shaughnessy, Cfp® has interest in Technology, Transportation, Startups.

What skills is Marty O'Shaughnessy, Cfp® known for?

Marty O'Shaughnessy, Cfp® has skills like Marketing, Communication, Leadership, Microsoft Word, Microsoft Excel, Powerpoint, Customer Service, Social Media, Time Management, Microsoft Office, Public Speaking, Event Planning.

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