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Daniel O'Connell, CFP®

Daniel O'Connell, CFP®

Operations Analyst

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location of Daniel O'Connell, CFP®Dublin, Ohio, United States

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  • Timeline

  • About me

    Founder of Bullrock Capital®

  • Education

    • Baruch College

      -
      Bachelor of Business Administration (B.B.A.) Finance and Investments

      Activities and Societies: National Honors Society

    • Baruch College

      2011 - 2011
      Masters of Science in Accounting

      Completed the spring semester before moving to Columbus, OH in 2011.

  • Experience

    • Morgan Stanley

      Jan 2007 - Jan 2009
      Operations Analyst

    • Citi

      Jan 2009 - Jan 2011
      Institutional Operations Analyst

    • Morgan Stanley

      Jan 2011 - Jan 2017
      Wealth Management

    • Bullrock Capital®

      Jan 2017 - now
      Certified Financial Planner™

      Founder of Bullrock Capital®

  • Licenses & Certifications