Publish Date: September 20, 2023
Author: Seubert
Tags: Announcements

Employee Spotlight: Jonathan O’Connell

Please join us in welcoming Jonathan O’Connell to our Private Client Department as a Private Client Advisor!

In this role, Jonathan will provide exceptional service in managing our current client base, handling inquiries, and supporting our overall mission to Minimize Risk. Maximize Potential. ®️

Jonathan is a graduate of West Virginia University where he received a Bachelor’s degree in Finance. In his free time, he enjoys golf and college sports.