Steve Oconnell
Senior Director at Fidelity Investments | Boston, Massachusetts, United States
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Steve O’Connell is a results-oriented executive at Fidelity Investments, currently serving as Senior Director, where he leverages his extensive experience in the financial services industry to drive impactful client solutions. With a robust background in institutional brokerage and securities operations, Steve excels in managing a dynamic team responsible for onboarding new clients onto the National Financial clearing platform. His leadership is pivotal in ensuring seamless transitions for firms migrating off the platform, showcasing his expertise in client relationship management and operational efficiency.
Under Steve's guidance, his team not only focuses on the technical aspects of client conversion but also prioritizes the enhancement of the overall client service experience. He is adept at identifying opportunities for process improvements that streamline operations and foster stronger client connections. His commitment to cultivating associate talent is evident in his mentorship approach, where he empowers team members to excel in their roles, thereby enhancing team performance and client satisfaction.
Steve’s specialties include securities, financial analysis, and investments, complemented by his certifications such as Series 7 and Series 63. His strategic vision and hands-on management style enable him to navigate the complexities of the financial landscape effectively. As a leader, he is dedicated to fostering a culture of excellence and innovation within his team, ensuring that Fidelity Investments remains at the forefront of the financial services industry. Through his initiatives, Steve continues to make significant contributions to the firm’s reputation for exceptional client service and operational excellence.
Senior Director at Fidelity Investments in January 2015 to Present
Vice President at State Street in January 2011 to January 2014
Vice President, Correspondent Client Management at Fidelity Investments in January 2006 to January 2010
Group Director of Client Services at Fidelity Investments in January 2003 to January 2006
Director of Client Services at Fidelity Investments in January 2000 to January 2003
Assistant Vice President of Brokerage Services at Scudder Investments in January 1996 to January 2000
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Risk Management
Financial Services
Relationship Management
Mutual Funds
Strategy
Process Improvement
Securities
CRM
Management
Investments
Series 7
Financial Analysis
Project Management
Strategic Planning
Business Planning
Trading
Team Leadership
Series 63
Insurance
Fixed Income
Coaching
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Discover more about Fidelity InvestmentsWhat is Steve Oconnell email address?
Email Steve Oconnell at [email protected] and [email protected]. This email is the most updated Steve Oconnell email found in 2026.
What is Steve Oconnell phone number?
Steve Oconnell phone number is +16179438399 and +15082558381.
How to contact Steve Oconnell?
To contact Steve Oconnell send an email to [email protected] or [email protected]. If you want to call Steve Oconnell try calling on +16179438399 and +15082558381. (updated on September 13, 2024)
What is Steve Oconnell net worth?
Steve Oconnell has an estimated net worth of $750,000 to $999,999
What company does Steve Oconnell work for?
Steve Oconnell works for Fidelity Investments
What is Steve Oconnell's role at Fidelity Investments?
Steve Oconnell is Senior Director
What industry does Steve Oconnell work in?
Steve Oconnell works in the Investment Management industry.
Steve Oconnell Email Addresses
Steve Oconnell Phone Numbers
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