Joe O'connor
About Joe O'connor
Joe O'Connor is a Private Client Banker at Chase, where he has worked since 2019. He holds a Master's degree in Finance from Suffolk University and previously served as a Financial Consultant at Citizens Investment Services for eight years.
Work at Chase
Joe O'Connor has been employed at Chase as a Private Client Banker since 2019. He operates from the One Beacon Street location in Boston, MA. In this role, he provides financial services and advice to private clients, leveraging his extensive background in finance to assist clients in managing their wealth effectively.
Education and Expertise
Joe O'Connor holds a Master of Science in Finance from Suffolk University - Sawyer Business School. He also earned a Bachelor of Arts in Finance from Michigan State University. His educational background equips him with a strong foundation in financial principles and practices, which he applies in his current role.
Background
Before joining Chase, Joe O'Connor worked at Citizens Investment Services as a Financial Consultant from 1999 to 2007. During his eight years in this position, he specialized in fixed income corporate and retail investments. This experience contributed to his expertise in financial consulting and investment strategies.
Professional Experience
Joe O'Connor has accumulated over 13 years of experience in the financial services industry. His career began at Citizens Investment Services, where he focused on fixed income investments. This foundational experience has informed his approach to client banking at Chase, where he continues to develop his skills in wealth management.