Steve O'Connell

Steve O'Connell is a results-oriented executive and Senior Director at Fidelity Investments, where they manage a team dedicated to client transitions onto the National Financial clearing platform. With a breadth of experience in the financial services industry encompassing institutional brokerage and securities operations, they have a proven track record in relationship management, strategic planning, and operational efficiency. Prior to this role, Steve held several leadership positions within Fidelity, including Vice President of Correspondent Client Management and Group Director of Client Services. They also served as Vice President at State Street and Assistant Vice President at Scudder Investments, contributing significantly to business development and client satisfaction. Steve is currently pursuing a Bachelor of Science in Finance at Bryant University.