Professional

Before we can speak intelligently about the products and services that might be appropriate for you and your family, we need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know your network representative.

I started my career with NW Mutual in 2009 as a college intern and immediately transitioned into a full-time role in 2010.  Since then, I've been the College Unit Director - overseeing the local internship program, Field Director - responsible for the development of young advisors in their first few years in practice, and now I have committed 100% of my time to my clients located around the United States.

I am Series 6 and 63 licensed and recently obtained the CERTIFIED FINANCIAL PLANNER™(CFP®) designation.  With the help of my team, I have qualified for industry honors such as Million Dollar Round table five times and company honors such as Lives Leader's Summit four times.

Years of Experience

Representing Northwestern Mutual since 2009.

Education

Degree Major Institution
Bachelor of Science Finance Siena College

Daniel J OConnor, CFP®

Financial Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck