Kevin O'Connor

Kevin O'Connor

Regional Director, Business Development at Avantax Planning Partners | Dubuque, Iowa, United States

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Work Experience

Avantax Planning Partners

Regional Director of Business Development

2024-01-01 — Present

Avantax Planning Partners

Senior Corporate Relationship Manager

2019-11-01 — 2024-01-01

Dubuque Bank and Trust

Licensed Wealth Advisor

2018-07-01 — 2019-11-01

Charles Schwab

VP - Financial Consultant

2008-12-01 — 2018-07-01

Skills

asset management risk management retirement plan services brokerage estate planning tax planning financial planning wealth managment

Languages

English