Profil
Mr. Shaun D.
O'Connor is a Senior Vice President at Firstrust Financial Resources LLC.
He is committed to assisting his individual and corporate clients achieve their long-term financial goals.
Mr. O'Connor applies his knowledge and experience in the financial services industry through group educational sessions, with an emphasis on assisting employees make wise retirement planning decisions and prudent management of their nest eggs.
He provides his clients with diverse financial strategies involving investments and insurance vehicles.
Mr. O'Connor has a degree in psychology with a concentration in Business Law from Philadelphia College of Textiles and Science.
Postes actifs de Shaun David O'Connor
| Sociétés | Poste | Début |
|---|---|---|
Firstrust Financial Resources LLC
Firstrust Financial Resources LLC Investment ManagersFinance FFR adheres to defensive and diversified approach, with a greater emphasis on downside capture than upside capture. The firm focuses on managing overall portfolio volatility and generating favorable risk-adjusted returns. They primarily use general asset allocation strategies in advising its clients on investment option. Strategies and advice varies depending on each client's specific financial situation. | Gestionnaire de Portefeuille-Actions | - |
Formation de Shaun David O'Connor
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Philadelphia University
Philadelphia University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Firstrust Financial Resources LLC
Firstrust Financial Resources LLC Investment ManagersFinance FFR adheres to defensive and diversified approach, with a greater emphasis on downside capture than upside capture. The firm focuses on managing overall portfolio volatility and generating favorable risk-adjusted returns. They primarily use general asset allocation strategies in advising its clients on investment option. Strategies and advice varies depending on each client's specific financial situation. | Finance |
















