Pat O’Connell, Executive Vice President of the Ameriprise Advisor Group & Ameriprise Financial Institutions Group, is responsible for the overall leadership of employee advisors in the United States. This business consists of more than 2,000 financial advisors across 130 office locations. Following the acquisition of Investment Professionals, Inc. in 2017, O’Connell also assumed leadership of the Ameriprise Financial Institutions Group channel focused on serving clients of financial institutions, like banks and credit unions. In addition, O’Connell is a frequent speaker at media and consumer events, discussing financial planning matters such as a variety of strategic and leadership development topics.
O’Connell has over 25 years of experience in the financial planning and advice business. He began his career with Ameriprise Financial as a financial advisor before moving into increasingly senior leadership positions within the company. He served as a field vice president in both Delaware and the Philadelphia area, and later as a group vice president for the Northeast region. In 2009, O’Connell was promoted to senior vice president for the employee advisor business in the eastern half of the United States, and he assumed his current role in February 2013.
O’Connell is a CERTIFIED FINANCIAL PLANNERTM professional. He earned his M.B.A. and B.S. from Widener University.
Investment advisory products are made available through Ameriprise Financial Services, Inc., a registered investment advisor.
Ameriprise Financial Services, Inc. Member FINRA and SIPC
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