Patrick O'Connell, CFP®

Experience

• 

  Ameriprise Financial Services, LLC

  Jan 2002 - now

  I am the EVP, President Ameriprise Advisor & Ameriprise Financial Institutions Groups. I started my career as an Ameriprise advisor in 1992 and, over the past 25 years, have held increasingly senior-level positions within the firm. The Ameriprise team works incredibly hard to help advisors serve clients through a comprehensive advice-based relationship and to achieve the goals they set for their practices. Leaders in both the field and corporate office are also committed to providing advisors who choose to join us with the resources and training they need to make a smooth transition to Ameriprise. About Ameriprise FinancialAmeriprise Financial is a leading diversified financial services firm with more than $750 billion in assets under management and administration. Through our extensive wealth management and asset management capabilities, we advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We have been helping people feel confident about their financial futures since 1894. We know that with the right financial advisor, life can be brilliant. Show less

  • EVP, President Ameriprise Advisor & Ameriprise Financial Institutions Groups

    Jan 2013 - now

  • Senior Vice President - Ameriprise Advisor Group

    Jan 2009 - Jan 2013

  • Group Vice President

    Jan 2002 - Dec 2008