Victoria O'Tool Email and Phone Number
Dynamic and driven finance major at the University of Alabama, graduating in December 2025. Known for determination, leadership, and adaptability, with a passion for diverse cultures and collaborative innovation. Inspired by my father’s financial wisdom and my mother’s dedication to service, I am committed to a career in financial services, where I can make a lasting impact through continuous learning and growth.After graduation, I’ll be relocating to New York City, actively seeking a client-facing role in wealth management or financial advising. My goal is to build strong, trusting relationships with clients and help them achieve financial security and success. With a focus on excellence in every endeavor, I’m eager to contribute to a dynamic team and bring my unique skills to the financial industry.
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Wealth Management InternMercer AdvisorsNew York, Ny, Us -
Career Center Peer EducatorUa Career Center Aug 2023 - PresentTuscaloosa, Alabama, United States● Construct and deliver presentations to audiences ranging from 5 to 200+ on career-related matters includingresumes, cover letters, interviewing, LinkedIn, networking, salary negotiation, and Handshake● Promote services and increase student engagement by maintaining knowledge of career center offerings -
Asset And Wealth Management RiskJ.P. Morgan Private Bank Jun 2024 - Aug 2024Columbus, Ohio, United States● Analyzed financials of high-net-worth clients (>$50M net worth) to assess investment, counterparty, andliquidity risks, completing two annual reviews and contributing to two key projects● Leveraged Excel skills and trainings to analyze client financial and risks, driving innovative solutions tooptimize risk management strategies for high-net-worth clients of the bankNorthwestern Mutual -
Financial AdvisorNorthwestern Mutual Jan 2023 - Apr 2023Tuscaloosa, Alabama, United States● Executed 500+ cold calls, assembled and presented 30+ financial proposals, and assisted 30+ clients with achieving financial security through budgeting, disability, and insurance plans● Contributed 100+ hours of study and passed the Alabama Health and Life Insurance Exam in November 2022 -
Warehouse ManagerThe Heart Of Giving Inc Nov 2020 - Jun 2022Newport News, Virginia, United States
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Assistant Gymnastics InstructorOffutt Youth Programs - Gymnastics Center Aug 2017 - Jun 2019Bellevue, Nebraska, United StatesAssisted the head gymnastics coach and coordinated routines and instructed children on various activities.Motivated kids through self-confidence driven activities that tied into learning gymnastics.Expanded leadership, communication, professionalism, and teamwork skills.
Victoria O'Tool Education Details
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Junior -
Business -
Sophomore - Senior -
Freshman -
Cornerstone Christian School1St Quarter Freshman Year -
7Th + 8Th -
Conestoga Elementary School5Th And 6Th -
Daniel Pratt Elementary School4Th -
Grafton-Bethel Elementary School2Nd And 3Rd -
Conestoga Elementary SchoolKindergarten And 1St -
Fairview Elementary SchoolPreschool
Frequently Asked Questions about Victoria O'Tool
What company does Victoria O'Tool work for?
Victoria O'Tool works for Mercer Advisors
What is Victoria O'Tool's role at the current company?
Victoria O'Tool's current role is Wealth Management Intern.
What schools did Victoria O'Tool attend?
Victoria O'Tool attended The University Of Alabama, Troy University, Tabb High School, Thomas Nelson Community College, New Horizons Regional Education Centers, Conestoga Jr/sr High School, Cornerstone Christian School, Conestoga Jr/sr High School, Conestoga Elementary School, Daniel Pratt Elementary School, Grafton-Bethel Elementary School, Conestoga Elementary School, Fairview Elementary School.
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