Mike O'Shaughnessy

Wealth Advisor at Ascent Financial Group

Mike O'Shaughnessy, MBA, is a seasoned finance professional with extensive experience in wealth management, technology, and financial data engineering. Currently serving as a Wealth Advisor at Ascent Financial Group since March 2024, Mike previously held key roles, including Vice President of Technology, Data & Analytics at Journey Health & Lifestyle, and Senior Manager of Financial Data Engineering at Capital One. Prior positions include Manager of Corporate Finance and Treasury Systems at Stanley Black & Decker, Managing Consultant at IBM, and Investment Associate at Cambridge Associates. Mike holds an MBA from the University of Connecticut and a Bachelor's degree in Economics from James Madison University, with additional studies at the College for Financial Planning.

Links

Previous companies

Capital One logo
Journey Health & Lifestyle logo
IBM logo
Stanley Black & Decker logo
Cambridge Associates logo

Org chart

This person is not in the org chart


Teams

This person is not in any teams