stephen o'callaghan
senior regional sales
About
Experienced Senior Regional Sales Manager with a demonstrated history of working in the financial services industry. Skilled in Financial Planning, Recruiting, Banking, Asset Management, Securities, and Risk Management. Strong professional who is a Holy Cross alumnus.
united states
hudson
financial services
financial services, wealth management, series 7, mutual funds, investments, portfolio management, series 63, relationship management, finance, banking, retirement planning, chfc, series 24, series 65, insurance, securities, retail banking, financial planning, clu, finra, financial advisory, investment management, investment advisory, wealth management services, wealth, strategic financial planning, asset allocation, equities, underwriting, alternative investments, investment strategies, cross selling, asset management, series 6
Experience
senior regional sales
senior financial consultant - vice president
investment services at sovereign bank
regional sales manager - senior vice president
santander investment securities inc
senior financial consultant - vice president
bank of america
senior regional sales manager at citizens investment services
citizens investment services
Education
northeastern university
finance
college of the holy cross
college of the holy cross
stephen o'callaghan's Contact Information
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