Michael O'connor
About Michael O'connor
Michael O'Connor serves as the Sr. Vice President and Private Wealth Advisor at Synovus Financial Corporation, where he has worked since 2014. He specializes in business exit strategy and succession planning for high net worth clients and holds multiple financial licenses and registrations.
Work at Synovus
Michael O'Connor has served as the Senior Vice President and Private Wealth Advisor at Synovus Financial Corporation since 2014. In this role, he operates in the Greater Atlanta Area, focusing on providing customized credit solutions and collaborating with a team to enhance private wealth management services. His extensive experience in financial services supports his ability to cater to the unique needs of high net worth clients.
Previous Experience in Banking
Before joining Synovus, Michael O'Connor held various positions in the banking sector. He worked at SunTrust Bank as a Vice President Premier Banker from 2010 to 2014. Prior to that, he was a Vice President Client Manager at Bank of America from 2006 to 2008 and served as a Vice President Senior Client Manager at the same institution from 1997 to 2005. His diverse banking experience contributes to his expertise in wealth management.
Education and Expertise
Michael O'Connor studied Business Administration with a focus on Economics at the University of Missouri, where he earned a Bachelor of Science (B.S.) degree from 1983 to 1985. His educational background, combined with his professional experience, equips him with a solid foundation in financial services. He is also licensed in Georgia for Life & Health Insurance and Variable Products, indicating his proficiency in insurance and investment solutions.
Achievements in Financial Services
In recognition of his contributions to the financial services industry, Michael O'Connor received the 2013 Gold Performance Excellence Award. This accolade reflects his outstanding achievements and commitment to delivering high-quality financial solutions. His focus on business exit strategy and succession planning further underscores his dedication to providing tailored solutions for high net worth clients.
Licenses and Certifications
Michael O'Connor holds several FINRA registrations, including Series 7, Series 63, and Series 65. These certifications demonstrate his comprehensive understanding of investment regulations and his capability to advise clients effectively. His qualifications enhance his role as a Private Wealth Advisor, allowing him to navigate complex financial landscapes.