Jacqueline O Connor
About Jacqueline O Connor
Jacqueline O'Connor is a Regional Sales Manager in Institutional Retirement at Milliman, with over twenty years of experience in business development and sales. She has held various roles in notable companies, including Transamerica Retirement Solutions and Wells Fargo, and has a strong background in building strategic relationships in the institutional retirement sector.
Current Role at Milliman
Jacqueline O'Connor serves as the Regional Sales Manager for Institutional Retirement at Milliman. She has held this position since 2019 and is based in San Francisco, California. In her role, she focuses on building strategic relationships with consultants and advisors in the Western region. Her extensive experience in the institutional retirement sector supports her efforts in developing and maintaining profitable relationships.
Previous Experience in Institutional Retirement
Before joining Milliman, Jacqueline O'Connor held several significant roles in the institutional retirement sector. She worked at Wells Fargo as Vice President of Consulting Relations for Institutional Retirement & Trust from 2015 to 2019. Prior to that, she was a Senior Director of Business Development at Lincoln Financial Group from 2011 to 2015. Her career also includes a tenure at Transamerica Retirement Solutions as a Relationship Manager from 2008 to 2011.
Early Career at MassMutual Financial Group
Jacqueline O'Connor began her career at MassMutual Financial Group, where she held multiple positions. She was a Financial Consultant/Retirement Planner from 1999 to 2000, then became the Director of Institutional Sales from 2001 to 2002. She later served as a Senior Sales Consultant from 2000 to 2001. These roles contributed to her foundational knowledge in sales and relationship management within the financial services industry.
Educational Background
Jacqueline O'Connor holds a Bachelor's Degree from the University of Massachusetts, Amherst. She furthered her education by obtaining a Master of Science (M.S.) in Financial Planning and Services from Golden Gate University. This educational background supports her expertise in the institutional retirement sector and enhances her capabilities in business development and sales.
Expertise in Business Development
With over twenty years of experience in business development and sales, Jacqueline O'Connor specializes in the institutional retirement sector. She has a proven track record of developing and maintaining long-term relationships in both individual and institutional marketplaces. Her strategic approach to relationship building has been a key factor in her success throughout her career.