A conversation with Pat O’Connell, EVP at Ameriprise Financial Services, LLC
In this episode of the series, we explore some of the hottest topics in wealth management with Pat O’Connell, EVP at Ameriprise Financial Services, LLC.
Pat shares his unique perspective and experience on:
- Coronavirus update:
- How has COVID-19 changed businesses?
- How should you plan for and handle situations like COVID-19?
- What steps can you take today to prepare and support your customers and employees.
- Concerns and Concerns Related to COVID-19.
- Pandemic planning:
- How to adapt on the go and respond to a crisis like COVID-19
- How has technology shaped the way we view remote work and what does the future look like?
- Innovations in the company
- What is Ameriprise Financial doing differently in terms of innovation?
- And much more.
This is an episode that covers a lot of ground – solid insights for any advisor looking to gather information about changes in the landscape and use that knowledge to take their business to the next level.
LISTEN TO OTHER EPISODES
Watch this episode on video
Pat O’Connell, executive vice president of Ameriprise Advisors Group and Ameriprise Financial Institutions Group, is responsible for the overall direction of employee advisors in the United States. This company has more than 2,000 financial advisors in 180 offices. Following the acquisition of Investment Professionals, Inc. in 2017, O’Connell also assumed leadership of the Ameriprise Financial Institutions Group channel focused on serving financial institution customers, such as banks and credit unions. Additionally, O’Connell is a frequent speaker at media and consumer events, discussing financial planning issues such as a variety of strategic development and leadership topics.
O’Connell has over 25 years of experience in the field of financial planning and advice. He began his career at Ameriprise Financial as a financial advisor before moving into increasingly senior management positions within the company. He served as field vice president in the Delaware and Philadelphia region and then as group vice president for the Northeast region. In 2009, O’Connell was promoted to senior vice president for the employee counseling business in the eastern half of the United States, and he assumed his current role in February 2013.
O’Connell is a CERTIFIED FINANCIAL PLANNERMT professional. He received his MBA and BS from Widener University.
Investment advisory products are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
Ameriprise Financial Services, LLC. FINRA and SIPC member
© 2020 Ameriprise Financial, Inc. All rights reserved.