Melissa O'Connell

Melissa O'Connell Email and Phone Number

Associate Wealth Advisor @ Charles Schwab
san francisco, california, united states
Melissa O'Connell's Location
Fishers, Indiana, United States, United States
Melissa O'Connell's Contact Details

Melissa O'Connell work email

Melissa O'Connell personal email

n/a
About Melissa O'Connell

Melissa O'Connell is a Associate Wealth Advisor at Charles Schwab. She possess expertise in customer service, microsoft office, banking, credit, microsoft excel and 15 more skills.

Melissa O'Connell's Current Company Details
Charles Schwab

Charles Schwab

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Associate Wealth Advisor
san francisco, california, united states
Website:
schwab.com
Employees:
20505
Melissa O'Connell Work Experience Details
  • Charles Schwab
    Associate Weath Advisor
    Charles Schwab Apr 2021 - Present
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  • Charles Schwab
    Senior Associate Private Client Advisor
    Charles Schwab Apr 2021 - Sep 2022
    Indiana, United States
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  • Jpmorgan Chase Bank, N.A.
    Private Client Investment Associate
    Jpmorgan Chase Bank, N.A. Nov 2018 - Feb 2021
    Indianapolis, Indiana Area
  • Cooke Financial Group At Noyes
    Senior Registered Client Associate
    Cooke Financial Group At Noyes Aug 2017 - Nov 2018
    Indianapolis, Indiana Area
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  • Wealthcare Financial Group, Llc
    Wealth Planning Coordinator
    Wealthcare Financial Group, Llc Jan 2015 - Nov 2016
    Indianapolis, Indiana
  • Frank & Kraft, Attorneys At Law
    Wealth Management Assistant
    Frank & Kraft, Attorneys At Law Mar 2013 - Dec 2014
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  • Fifth Third Bank
    Customer Service Manager
    Fifth Third Bank Mar 2007 - Mar 2013
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Melissa O'Connell Skills

Customer Service Microsoft Office Banking Credit Microsoft Excel Mortgage Lending Team Building Management Public Speaking Leadership Investments Wealth Management Financial Analysis Finance Securities Insurance Hold Series 7 Series 65 Life And Health Insurance Licenses Uniform Combined State Law

Melissa O'Connell Education Details

Frequently Asked Questions about Melissa O'Connell

What company does Melissa O'Connell work for?

Melissa O'Connell works for Charles Schwab

What is Melissa O'Connell's role at the current company?

Melissa O'Connell's current role is Associate Wealth Advisor.

What is Melissa O'Connell's email address?

Melissa O'Connell's email address is melissa.oconnell@53.com

What schools did Melissa O'Connell attend?

Melissa O'Connell attended Marian University Indianapolis.

What skills is Melissa O'Connell known for?

Melissa O'Connell has skills like Customer Service, Microsoft Office, Banking, Credit, Microsoft Excel, Mortgage Lending, Team Building, Management, Public Speaking, Leadership, Investments, Wealth Management.

Who are Melissa O'Connell's colleagues?

Melissa O'Connell's colleagues are Sarah Churchill, Scott Avila, Gina Casstevens, Flmi, Brian Simpson, Sarah Pegues, Megija Ozola, Delia Sales.

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