AeroLeads people directory · profile
Nicole O'Connell Email & Phone Number
Client Relationship Specialist
at
JFS Wealth Advisors
2 work emails found
@jfswa.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Client Relationship Specialist
Location
Youngstown-Warren Area, United States
Company size
Who is Nicole O'Connell? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Nicole O'Connell is listed as Client Relationship Specialist at JFS Wealth Advisors, a with 76 employees, based in Youngstown-Warren Area, United States. AeroLeads shows a work email signal at jfswa.com and a matched LinkedIn profile for Nicole O'Connell.
Nicole O'Connell previously worked as Associate Portfolio Specialist at Jfs Wealth Advisors and Accounting Analyst at Jfs Wealth Advisors. Nicole O'Connell holds Bachelor Of Science In Business Administration - Bsba, Finance And Financial Management Services from Youngstown State University.
Company email context
Email format at JFS Wealth Advisors
This section adds company-level context without repeating Nicole O'Connell's masked contact details.
{first_initial}{last}@jfswa.com
92% confidence
AeroLeads found 2 current-domain work email signals for Nicole O'Connell. Compare company email patterns before reaching out.
Profile bio
About Nicole O'Connell
Associate Portfolio Specialist at JFS Wealth Advisors in Hermitage, Pennsylvania. I coordinate Private Equity offerings at my firm, invest client accounts in different offerings and securities, compile institutional reports for clients, and complete various other tasks within my department. Skilled in Customer Support, Microsoft Word, Microsoft Excel, Communication, Customer Satisfaction, and Time Management. Strong professional with a Bachelor of Science in Business Administration - BSBA focused in Financial Management with a minor in Accounting from Youngstown State University.
Current workplace
Nicole O'Connell's current company
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Jfs Wealth Advisors
6 roles
Nicole O'Connell work experience
A career timeline built from the work history available for this profile.
Associate Portfolio Specialist
JFS Wealth Advisors - where we redefine wealth management through personalized strategies, integrity-driven practices, and unwavering commitment to our clients' financial success.We believe in more than just managing assets; we're dedicated to fostering relationships built on trust, transparency, and a deep understanding of our clients' unique financial aspirations.Our suite of services encompasses investment management, retirement planning, estate planning, tax planning strategies, and beyond, ensuring a broad approach to wealth preservation and growth. We leverage cutting-edge technology and rigorous analysis to deliver actionable insights and informed decision-making, empowering our clients to navigate the complexities of today's financial landscape confidently.Above all, at JFS Wealth Advisors, our success is measured by the success of those we serve. We take pride in being trusted advisors, dedicated advocates, and steadfast partners on the journey toward financial freedom and prosperity.
Accounting Analyst
Sep 2019 - Sep 2021
Intern
Jun 2019 - Aug 2019
Shift Manager
Jan 2017 - Sep 2019
May 2015 - Jan 2017
Team & coworkers
Colleagues at JFS Wealth Advisors
Other employees you can reach at jfswa.com. View company contacts for 76 employees →
KR
Kevin Renne, Cfp®, Cepa™
Colleague at Jfs Wealth AdvisorsPittsburgh, Pennsylvania, United States
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MK
Megan Kress, Mba
Colleague at Jfs Wealth AdvisorsPittsburgh, Pennsylvania, United States
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JP
Jennifer Pavelko
Colleague at Jfs Wealth AdvisorsYoungstown, Ohio, United States
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AM
Amanda Marcello, Cfp®
Colleague at Jfs Wealth AdvisorsHermitage, Pennsylvania, United States
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JF
Joseph Fitzpatrick Iv
Colleague at Jfs Wealth AdvisorsAmbler, Pennsylvania, United States
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KW
Kate Walsh
Colleague at Jfs Wealth AdvisorsHatboro, Pennsylvania, United States
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MB
Mark Browne
Colleague at Jfs Wealth AdvisorsGibsonia, Pennsylvania, United States
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MU
Manish Upadhyay, Caia® Cima®
Colleague at Jfs Wealth AdvisorsPhoenixville, Pennsylvania, United States
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SL
Stephen Linamen
Colleague at Jfs Wealth AdvisorsSharon, Pennsylvania, United States
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GZ
Gregory Zivkovich
Colleague at Jfs Wealth AdvisorsPittsburgh, Pennsylvania, United States
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Kevin Renne, Cfp®, Cepa™
Colleague at Jfs Wealth AdvisorsPittsburgh, Pennsylvania, United States
View →
MK
Megan Kress, Mba
Colleague at Jfs Wealth AdvisorsPittsburgh, Pennsylvania, United States
View →
JP
Jennifer Pavelko
Colleague at Jfs Wealth AdvisorsYoungstown, Ohio, United States
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AM
Amanda Marcello, Cfp®
Colleague at Jfs Wealth AdvisorsHermitage, Pennsylvania, United States
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JF
Joseph Fitzpatrick Iv
Colleague at Jfs Wealth AdvisorsAmbler, Pennsylvania, United States
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KW
Kate Walsh
Colleague at Jfs Wealth AdvisorsHatboro, Pennsylvania, United States
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MB
Mark Browne
Colleague at Jfs Wealth AdvisorsGibsonia, Pennsylvania, United States
View →
MU
Manish Upadhyay, Caia® Cima®
Colleague at Jfs Wealth AdvisorsPhoenixville, Pennsylvania, United States
View →
SL
Stephen Linamen
Colleague at Jfs Wealth AdvisorsSharon, Pennsylvania, United States
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GZ
Gregory Zivkovich
Colleague at Jfs Wealth AdvisorsPittsburgh, Pennsylvania, United States
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1 education record
Nicole O'Connell education
FAQ
Frequently asked questions about Nicole O'Connell
Quick answers generated from the profile data available on this page.
What company does Nicole O'Connell work for?
Nicole O'Connell works for JFS Wealth Advisors.
What is Nicole O'Connell's role at JFS Wealth Advisors?
Nicole O'Connell is listed as Client Relationship Specialist at JFS Wealth Advisors.
What is Nicole O'Connell's email address?
AeroLeads has found 2 work email signals at @jfswa.com for Nicole O'Connell at JFS Wealth Advisors.
Where is Nicole O'Connell based?
Nicole O'Connell is based in Youngstown-Warren Area, United States while working with JFS Wealth Advisors.
What companies has Nicole O'Connell worked for?
Nicole O'Connell has worked for Jfs Wealth Advisors and Panera Bread.
Who are Nicole O'Connell's colleagues at JFS Wealth Advisors?
Nicole O'Connell's colleagues at JFS Wealth Advisors include Kevin Renne, Cfp®, Cepa™, Megan Kress, Mba, Jennifer Pavelko, Amanda Marcello, Cfp®, and Joseph Fitzpatrick Iv.
How can I contact Nicole O'Connell?
You can use AeroLeads to view verified contact signals for Nicole O'Connell at JFS Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Nicole O'Connell attend?
Nicole O'Connell holds Bachelor Of Science In Business Administration - Bsba, Finance And Financial Management Services from Youngstown State University.
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