Heather OConnor
Senior Associate, Private Client Services at Lido Advisors, LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
San Diego, California, United States, US
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Experience
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Lido Advisors, LLC
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United States
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Investment Management
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100 - 200 Employee
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Senior Associate, Private Client Services
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May 2023 - Present
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First Republic Private Wealth Management
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Financial Services
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300 - 400 Employee
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Senior Client Service Associate
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Jan 2019 - May 2023
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Wells Fargo Advisors
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United States
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Financial Services
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700 & Above Employee
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Senior Associate, Private Client Services
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Nov 2016 - Jan 2019
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Kestra Financial
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United States
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Financial Services
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200 - 300 Employee
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Executive Assistant
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Jul 2011 - Nov 2016
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Executive Assistant
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Oct 2007 - Jun 2011
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-
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LPL Financial
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United States
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Financial Services
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700 & Above Employee
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Transition Specialist
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Oct 2006 - Oct 2007
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Wells Fargo Private Bank
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United States
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Financial Services
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700 & Above Employee
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Trust Associate
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Jan 2005 - Jan 2006
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Wells Fargo Advisors
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United States
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Financial Services
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700 & Above Employee
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Operations Manager
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Jan 2001 - Jan 2005
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Prudential Securities
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United States
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Banking
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1 - 100 Employee
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Operations Assistant
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Jan 2000 - Jan 2001
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Community
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