Rich Oconnell

Background

About Rich Oconnell

I have almost Thirty two years experience in the financial services industry. My background is broad and varied with an emphasis on sales, public speaking, and seminars. During my career I successfully built substantial books of business with full-commission firms such as Hilliard Lyons as JP Morgan (formerly Banc One). I am highly motivated and work well both independently and within a team. I have expertise in financial, retirement and estate planning as well as sophisticated trading strategies. As a self-starter, I have the experience and expertise to be successful. I currently provide subject matter expertise to Financial Consultants and Registered Investment Advisors on small business retirement plan presentations to prospective and existing clients. Interpret and explain IRS rules and procedures for adopting and implementing retirement plans. Process contributions, distributions, recharacterizations, and removal of excess for retirement plans. Previously worked within CS & S High Net Worth group: Pinnacle. Our team serves clients with over $1mm in assets and centers of influence to cultivate relationships to build trust, increase client loyalty, and garner new assets. In partnership with our branch network, I have direct, practical and robust business outcomes working with Financial Consultants and Schwab Private Client.