Patrick Oconnell
EVP, President Ameriprise Advisor & Ameriprise Financial Institutions Groups at Ameriprise Financial Services, LLC | New York, New York, United States
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As the Executive Vice President and President of the Ameriprise Advisor and Ameriprise Financial Institutions Groups, Patrick O'Connell brings over three decades of invaluable experience to his role at Ameriprise Financial Services, LLC. Having begun his career as an Ameriprise advisor in 1992, Patrick has cultivated a deep understanding of the financial services landscape, allowing him to effectively lead initiatives that enhance client engagement and advisor collaboration. Under his leadership, the Ameriprise team is dedicated to empowering advisors with the tools and resources necessary to provide comprehensive wealth management solutions, including retirement planning, estate planning, and strategic financial planning.
Patrick's extensive expertise in asset allocation and investment advisory services has been instrumental in driving key projects aimed at optimizing client outcomes. He has championed innovative approaches to mutual funds and retirement solutions, ensuring that advisors are equipped to meet the evolving needs of their clients. His commitment to fostering a culture of collaboration within the firm has resulted in enhanced advisor-client relationships, ultimately leading to better financial outcomes for clients.
In addition to his leadership role, Patrick holds several industry licenses, including Series 7 and Series 63, which further solidify his credibility and expertise in the financial advisory space. His vision for the future of Ameriprise is centered on leveraging technology and data analytics to refine service delivery and enhance the overall client experience. As he continues to navigate the complexities of the financial services industry, Patrick remains focused on driving growth and innovation, ensuring that Ameriprise remains a trusted partner for advisors and clients alike.
EVP, President Ameriprise Advisor & Ameriprise Financial Institutions Groups at Ameriprise Financial Services, LLC in January 2013 to Present
Senior Vice President - Ameriprise Advisor Group at Ameriprise Financial Services, LLC in January 2009 to January 2013
Group Vice President at Ameriprise Financial Services, LLC in January 2002 to December 2008
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Series 7
Wealth Management
Retirement Planning
Strategic Financial Planning
Investments
Mutual Funds
Asset Allocation
Investment Advisory
Retirement
Series 63
Financial Advisory
Estate Planning
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Discover more about Ameriprise Financial Services, LLCWhat is Patrick Oconnell email address?
Email Patrick Oconnell at [email protected]. This email is the most updated Patrick Oconnell email found in 2026.
What is Patrick Oconnell phone number?
Patrick Oconnell phone number is +16126716519.
How to contact Patrick Oconnell?
To contact Patrick Oconnell send an email to [email protected]. If you want to call Patrick Oconnell try calling on +16126716519.
What company does Patrick Oconnell work for?
Patrick Oconnell works for Ameriprise Financial Services, LLC
What is Patrick Oconnell's role at Ameriprise Financial Services, LLC?
Patrick Oconnell is EVP, President Ameriprise Advisor & Ameriprise Financial Institutions Groups
What industry does Patrick Oconnell work in?
Patrick Oconnell works in the Financial Services industry.
Patrick Oconnell Email Addresses
Patrick Oconnell Phone Numbers
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