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 and handle situations like COVID-19?

What steps can you take today to prepare and help your clients and employees.

COVID-19 worries and concerns.

Pandemic planning: 

How should you 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 business 

What is Ameriprise Financial doing differently in terms of innovation?

And much more.

It’s an episode that covers a great deal of ground – solid information for any advisor who is looking to gather insight on the changes in the landscape and use that knowledge to take their business to the next level.

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BIO

Pat O’Connell, Executive Vice President of the Ameriprise Advisor Group & Ameriprise Financial Institutions Group, is responsible for the overall leadership of employee advisors in the United States. This business consists of more than 2,000 financial advisors across 180 office locations. Following the acquisition of Investment Professionals, Inc. in 2017, O’Connell also assumed leadership of the Ameriprise Financial Institutions Group channel focused on serving clients of financial institutions, like banks and credit unions. In addition, O’Connell is a frequent speaker at media and consumer events, discussing financial planning matters such as a variety of strategic and leadership development topics.

O’Connell has over 25 years of experience in the financial planning and advice business. He began his career with Ameriprise Financial as a financial advisor before moving into increasingly senior leadership positions within the company. He served as a field vice president in both Delaware and the Philadelphia area, and later as a group vice president for the Northeast region. In 2009, O’Connell was promoted to senior vice president for the employee advisor business in the eastern half of the United States, and he assumed his current role in February 2013.

O’Connell is a CERTIFIED FINANCIAL PLANNERTM professional. He earned his M.B.A. and B.S. from Widener University. 

Investment advisory products are made available through Ameriprise Financial Services, LLC., a registered investment advisor.

Ameriprise Financial Services, LLC. Member FINRA and SIPC

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