Stephen Ocallaghan
Senior Financial Advisor - Senior Vice President at Ledyard Financial Advisors | Concord, New Hampshire, United States
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Senior Financial Advisor - Senior Vice President at Ledyard Financial Advisors in March 2025 to Present
Senior Financial Advisor at Ledyard Financial Advisors in July 2024 to March 2025
Director - Senior Wealth Teams at Citizens in July 2021 to July 2024
Premier National Sales Director at Citizens in April 2020 to July 2021
Senior Regional Sales Manager - Senior Vice President at Citizens Securities, Inc. in April 2014 to April 2020
Regional Sales Manager - Senior Vice President at Santander Investment Securities Inc in December 2008 to April 2014
Senior Financial Consultant - Vice President at Santander Investment Securities Inc in May 2005 to December 2008
Senior Financial Consultant - Vice President at Bank of America in May 1990 to May 2005
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College of the Holy Cross, Bachelor of Arts - BA
Northeastern University, Finance, General
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Compensation
Insurance Planning
Sales Management
Planning Advice
Financial Planning Software
Organizational Alignment
Managing Accounts (Accounting)
Communication
Account Management
Recruiting
Customer Relationship Management (CRM)
ETFs
Retirement Income Strategies
Investment Portfolios
Separately Managed Accounts
Sales
Wealth Accumulation
Business Development
Key Performance Indicators
Life Insurance
HNW
CLU
ChFC
Series 7
Series 24
Series 65
Series 63
Finance
Financial Services
Insurance
Wealth Management
Securities
FINRA
Financial Advisory
Relationship Management
Mutual Funds
Portfolio Management
Investments
Strategic Financial Planning
Retail Banking
Asset Allocation
Equities
Underwriting
Investment Management
Alternative Investments
Retirement Planning
Investment Advisory
Wealth Management Services
Wealth
Investment Strategies
Banking
Financial Planning
Cross Selling
Asset Management
Series 6
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Discover more about Ledyard Financial AdvisorsWhat is Stephen Ocallaghan email address?
Email Stephen Ocallaghan at [email protected] and [email protected]. This email is the most updated Stephen Ocallaghan's email found in 2026.
How to contact Stephen Ocallaghan?
To contact Stephen Ocallaghan send an email to [email protected] or [email protected].
What company does Stephen Ocallaghan work for?
Stephen Ocallaghan works for Ledyard Financial Advisors
What is Stephen Ocallaghan's role at Ledyard Financial Advisors?
Stephen Ocallaghan is Senior Financial Advisor - Senior Vice President
What is Stephen Ocallaghan's Phone Number?
Stephen Ocallaghan's phone (603) ***-*175
What industry does Stephen Ocallaghan work in?
Stephen Ocallaghan works in the Financial Services industry.
Stephen Ocallaghan Email Addresses
Stephen Ocallaghan Phone Numbers
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