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Sam O'Connor Email & Phone Number
Associate, Wealth Management
at
RBC Brewin Dolphin
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✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Associate, Wealth Management
Location
Greater Dundee Area, United Kingdom, United Kingdom
Company size
Who is Sam O'Connor? Overview
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Quick answer
Sam O'Connor is listed as Associate, Wealth Management at RBC Brewin Dolphin, a company with 2004 employees, based in Greater Dundee Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Sam O'Connor.
Sam O'Connor previously worked as Investment Management Assistant at Rbc Brewin Dolphin and Trainee Investment Analyst at Wm Thomson & Sons. Sam O'Connor holds Bachelor Of Finance With Honours from University Of Dundee.
Company email context
Email format at RBC Brewin Dolphin
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RBC Brewin Dolphin
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Profile bio
About Sam O'Connor
Investment Management Assistant at RBC Brewin Dolphin.Formerly an investment analyst involved in the investment research process within a family office. As a skilled FactSet Workstation user and advanced Excel user, I leveraged both programs together to create dynamic and aesthetic investment analysis tools. I also specialised in investment performance, using data analysis and visualisations to provide valuable insights as well as providing macroeconomic analysis and insights into the key macro events influencing markets. My competence in using Excel and other programs enabled me to improve and redesign processes to improve productivity across my team. I am a CFA UK Level 4 Investment Management Certificate holder, now studying towards the CISI Level 7 Chartered Wealth Manager qualification.University of Dundee 2019 graduate, holding a 2:1 Bachelor’s of Finance (BFin) degree with honours.Past experience also includes accountancy and 2+ years working within investment operations for investment platforms. Before graduating from university and beginning a career in finance, I held a senior beach lifeguard position for the RNLI, where I was responsible for leading small teams during regular beach operations and emergency situations.Feel free to connect!
Listed skills include Leadership, Team Coordination, Portfolio Performance Analysis, Social Media, and 43 others.
Current workplace
Sam O'Connor's current company
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Rbc Brewin Dolphin
13 roles
Sam O'Connor work experience
A career timeline built from the work history available for this profile.
Investment Management Assistant
Current
Jul 2024 - Present
Trainee Investment Analyst
Wm Thomson & Sons
Oct 2022 - Jul 2024
Trainee Ca
Aug 2021 - Sep 2022
Reconciliations Officer
Jan 2021 - Aug 2021
Cash Reconciliations Analyst
Alliance Trust Savings
Aug 2019 - Feb 2021
Senior Beach Lifeguard
May 2016 - Aug 2019
Finance Assistant
Apr 2018 - Jul 2018
Customer Service Advisor
Jan 2018 - Apr 2018
Field Sales Representative
Jul 2015 - Dec 2015
Self Employed
Wedding & Function Band
May 2010 - Jul 2015
Stores & Sterile Unit Assistant
May 2010 - Sep 2012
Sales Assistant
Sep 2009 - Apr 2010
Team & coworkers
Colleagues at RBC Brewin Dolphin
Other employees you can reach at brewin.co.uk. View company contacts for 2004 employees →
DA
David Appleby
Colleague at Rbc Brewin DolphinNewcastle Upon Tyne, England, United Kingdom, United Kingdom
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BS
Brenda Sweeney
Colleague at Rbc Brewin DolphinGreater Cardiff Area, United Kingdom
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SG
Shelley Gardner
Colleague at Rbc Brewin DolphinOxted, England, United Kingdom, United Kingdom
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MC
Michelle Clark
Colleague at Rbc Brewin DolphinUnited Kingdom, United Kingdom
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CA
Connor Atkinson
Colleague at Rbc Brewin DolphinNewcastle Upon Tyne, England, United Kingdom, United Kingdom
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JD
John Driver
Colleague at Rbc Brewin DolphinWest Midlands, England, United Kingdom, United Kingdom
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JH
Judith Henderson
Colleague at Rbc Brewin DolphinEdinburgh, Scotland, United Kingdom, United Kingdom
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DH
David Hope
Colleague at Rbc Brewin DolphinDurham, England, United Kingdom, United Kingdom
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LI
Laura Inness
Colleague at Rbc Brewin DolphinGreater Plymouth Area, United Kingdom
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RS
Riccardo Servini
Colleague at Rbc Brewin DolphinLondon, England, United Kingdom, United Kingdom
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David Appleby
Colleague at Rbc Brewin DolphinNewcastle Upon Tyne, England, United Kingdom, United Kingdom
View →
BS
Brenda Sweeney
Colleague at Rbc Brewin DolphinGreater Cardiff Area, United Kingdom
View →
SG
Shelley Gardner
Colleague at Rbc Brewin DolphinOxted, England, United Kingdom, United Kingdom
View →
MC
Michelle Clark
Colleague at Rbc Brewin DolphinUnited Kingdom, United Kingdom
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CA
Connor Atkinson
Colleague at Rbc Brewin DolphinNewcastle Upon Tyne, England, United Kingdom, United Kingdom
View →
JD
John Driver
Colleague at Rbc Brewin DolphinWest Midlands, England, United Kingdom, United Kingdom
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JH
Judith Henderson
Colleague at Rbc Brewin DolphinEdinburgh, Scotland, United Kingdom, United Kingdom
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DH
David Hope
Colleague at Rbc Brewin DolphinDurham, England, United Kingdom, United Kingdom
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LI
Laura Inness
Colleague at Rbc Brewin DolphinGreater Plymouth Area, United Kingdom
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RS
Riccardo Servini
Colleague at Rbc Brewin DolphinLondon, England, United Kingdom, United Kingdom
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1 education record
Sam O'Connor education
FAQ
Frequently asked questions about Sam O'Connor
Quick answers generated from the profile data available on this page.
What company does Sam O'Connor work for?
Sam O'Connor works for RBC Brewin Dolphin.
What is Sam O'Connor's role at RBC Brewin Dolphin?
Sam O'Connor is listed as Associate, Wealth Management at RBC Brewin Dolphin.
Where is Sam O'Connor based?
Sam O'Connor is based in Greater Dundee Area, United Kingdom, United Kingdom while working with RBC Brewin Dolphin.
What companies has Sam O'Connor worked for?
Sam O'Connor has worked for Rbc Brewin Dolphin, Wm Thomson & Sons, Eq Accountants Llp, Fnz Group, and Alliance Trust Savings.
Who are Sam O'Connor's colleagues at RBC Brewin Dolphin?
Sam O'Connor's colleagues at RBC Brewin Dolphin include David Appleby, Brenda Sweeney, Shelley Gardner, Michelle Clark, and Connor Atkinson.
How can I contact Sam O'Connor?
You can use AeroLeads to view verified contact signals for Sam O'Connor at RBC Brewin Dolphin, including work email, phone, and LinkedIn data when available.
What schools did Sam O'Connor attend?
Sam O'Connor holds Bachelor Of Finance With Honours from University Of Dundee.
What skills is Sam O'Connor known for?
Sam O'Connor is listed with skills including Leadership, Team Coordination, Portfolio Performance Analysis, Social Media, Corporate Finance, Working From Home, Fundamental Analysis, and Technical Analysis.
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