Michaela O'Connell
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Michaela O'Connell Email & Phone Number

Senior Wealth Strategy Associate at UBS
Location: Philadelphia, Pennsylvania, United States 13 work roles 3 schools
1 work email found @abglobal.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@abglobal.com
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Current company
UBS
Role
Senior Wealth Strategy Associate
Location
Philadelphia, Pennsylvania, United States
Company size

Who is Michaela O'Connell? Overview

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Quick answer

Michaela O'Connell is listed as Senior Wealth Strategy Associate at UBS, a with 81377 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at abglobal.com and a matched LinkedIn profile for Michaela O'Connell.

Michaela O'Connell previously worked as Associate at Alliancebernstein and Asset Transfer Specialist at Vanguard. Michaela O'Connell holds Master Of Business Administration - Mba, Business from Drexel University'S Lebow College Of Business.

Company email context

Email format at UBS

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*@abglobal.com
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Profile bio

About Michaela O'Connell

What fulfills me the most about my career in Private Wealth Management is simple - being able to help people. I have embraced opportunities that have allowed me to develop an interest in trust and estate planning, which began at the beginning in my career at Vanguard. I expanded on my skills and expertise in Private Wealth Management at Alliance Bernstein. My current role as a Senior Wealth Strategy Associate at UBS in their Philadelphia office allows me to focus on my favorite aspect of the role - building relationships and leaving a lasting impact. In addition to navigating the dynamic field of wealth management, I have successfully passed the Series 7, 63, and 66 exams.Simultaneously, I am pursuing an MBA at Drexel University, with a concentration in finance and leadership./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Social Media Marketing, Positive Work Environment, Organizational Leadership, Project Management, and 7 others.

Current workplace

Michaela O'Connell's current company

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UBS
Ubs
Senior Wealth Strategy Associate
Philadelphia, PA, US
Website
Employees
81377
AeroLeads page
13 roles

Michaela O'Connell work experience

A career timeline built from the work history available for this profile.

Senior Wealth Strategy Associate

Ubs

Philadelphia, Pa, Us

Senior Wealth Strategy Associate

Current
Ubs

Philadelphia, Pennsylvania, United States

Dec 2023 - Present

Associate

Philadelphia, Pennsylvania, United States

Jan 2022 - Dec 2023

Asset Transfer Specialist

Malvern, Pennsylvania, United States

Apr 2021 - Jan 2022

Client Relationship Associate

Malvern, Pennsylvania

Nov 2019 - Jan 2022

Treasurer For The Class Of 2020

Selinsgrove, Pennsylvania

Elected by class of 550+ peers to serve on the Student Government Association and represent the class of 2020. To do this, I am charged with managing the budget and ensure that seniors have an exceptional senior week by facilitating campus-wide fundraisers and using the money to organize and execute the events of that week.

Sep 2019 - May 2020

Career Ambassador

Selinsgrove, Pennsylvania

Establish skills used to provide career-related guidance to peers regarding resumes, cover letters and interview preparation while guiding students to resources and opportunities provided by the Career Development Center and the UniversityMaintain professional standards and confidentiality through FERPA training and one-on-one career focused sessions with peers

Sep 2017 - May 2020

Panhellenic Delegate

I have been elected by the 70 members of my chapter to be the Panhellenic Delegate and serve as the liaison between the Gamma Omicron chapter of Alpha Delta Pi and the Panhellenic Council. I have been entrusted to speak on behalf of my chapter and do all things with the best interest of my sisters and Greek community in mind.

Jan 2019 - Jan 2020

Event Marketing Intern

Fairfax, Virginia

May 2018 - Nov 2019

Student

Galway, Ireland

I spent a semester as a full-time student at the National University of Ireland where I expanded my knowledge from an international perspective on the psychological dynamics in the workplace, developed the discretions to effectively approach critical marketing decisions, and learned the importance of understanding the detail required to market services.

Sep 2018 - Dec 2018

Brand Marketing Intern

Matterns Floral And Gift

Kingston, Pennsylvania

Accumulated the necessary information to prepare year ending financial statements and organized the data into excel worksheets, while assisting in the transition from outdated techniques to technologically advanced systemsAid in the brainstorming of the expansion and rebranding of the children’s section through research of wholesalers and potential inventory, and analyzed efficient marketing techniques tailored to the target market by utilizing social media resources

Dec 2017 - Jan 2018

Customer Service Attendant

Dallas, Pennsylvania

Monitor 85 acres of recreational facilities while being available to provide information and assistance to 230 residents and 500 membersCommunicate between administration and members to address concerns and ensure customer satisfaction.

Mar 2015 - Aug 2017

Intern

Kingston, Pennsylvania

Shadow an app development company to learn entrepreneurial and social media marketing strategiesBenchmark and provide extensive research regarding event planning, competitors, and budgeting to business executives

Dec 2016 - Jan 2017
Team & coworkers

Colleagues at UBS

Other employees you can reach at ubs.com. View company contacts for 81377 employees →

3 education records

Michaela O'Connell education

Bachelor’S Degree, Marketing, Junior

Activities and Societies: Alpha Delta Pi, Homecoming Committee PR Chair, Greek Week RepresentativeCollaborate with peers to organize.

High School

Dallas High School

Activities and Societies: Key Club Vice president, National Junior Honor Society secretary, Mini-Thon class officerSelected to be.

FAQ

Frequently asked questions about Michaela O'Connell

Quick answers generated from the profile data available on this page.

What company does Michaela O'Connell work for?

Michaela O'Connell works for UBS.

What is Michaela O'Connell's role at UBS?

Michaela O'Connell is listed as Senior Wealth Strategy Associate at UBS.

What is Michaela O'Connell's email address?

AeroLeads has found 1 work email signal at @abglobal.com for Michaela O'Connell at UBS.

Where is Michaela O'Connell based?

Michaela O'Connell is based in Philadelphia, Pennsylvania, United States while working with UBS.

What companies has Michaela O'Connell worked for?

Michaela O'Connell has worked for Ubs, Alliancebernstein, Vanguard, Susquehanna University, and Alpha Delta Pi Sorority.

Who are Michaela O'Connell's colleagues at UBS?

Michaela O'Connell's colleagues at UBS include Kinga Böjtös, Jinal Haria, Christoph Römer, Anna Mardon, and Mangesh Badve.

How can I contact Michaela O'Connell?

You can use AeroLeads to view verified contact signals for Michaela O'Connell at UBS, including work email, phone, and LinkedIn data when available.

What schools did Michaela O'Connell attend?

Michaela O'Connell holds Master Of Business Administration - Mba, Business from Drexel University'S Lebow College Of Business.

What skills is Michaela O'Connell known for?

Michaela O'Connell is listed with skills including Social Media Marketing, Positive Work Environment, Organizational Leadership, Project Management, Networking, Teamwork, Priority Management, and Customer Service.

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