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Adam O'Connor CAMS, CLU ®

Broker Dealer Consultant at Foreside Financial Group

Adam O'Connor CAMS, CLU ® has a diverse work experience in the financial industry. Adam started their career in 2007 as a Customer Service Representative at Phoenix Life Insurance Company, where they worked until 2011. Adam then took on the role of Suitability Control Analyst at the same company from 2011 to 2014. In 2014, they joined Saybrus Partners as a Compliance Officer, a position they held until 2018. During their time at Phoenix Life Insurance Company and Saybrus Partners, they gained expertise in compliance-related roles.

In 2018, O'Connor joined Foreside Financial Group, LLC as a Compliance Analyst for a brief period of time from February to October before transitioning to the role of Broker Dealer Consultant, a position they currently hold.

In 2020, O'Connor started their own business, Forest City Home Inspections, LLC, where they are the owner.

Adam O'Connor CAMS, CLU ® attended The American College of Financial Services from 2015 to 2017, where they obtained a Chartered Life Underwriter degree in Insurance and Financial Planning. Adam also has a certification as a Certified Anti Money Laundering Specialist (CAMS) from ACAMS, which they obtained in February 2017. Additionally, they hold certifications in Series 6, Series 7, Series 26, and Series 99 from the Financial Industry Regulatory Authority (FINRA). Adam O'Connor CAMS, CLU ® also completed a program in the Maine Professional Home Inspector at American Home Inspectors Training, although the start and end years are not specified.

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Timeline

  • Broker Dealer Consultant

    October, 2018 - present

  • Compliance Analyst

    February, 2018