Sheryl O'Connor

Sheryl O'Connor is the Founder and CEO of IncomeConductor. Sheryl has over 20 years of experience in the financial industry, starting their career as an Enterprise Project Consultant/IT Manager at Mass Mutual. Sheryl then transitioned to The Hartford, where they spent 3 years as a Program Manager. In 2006, they founded 3D Asset Management, an Independent Investment Manager that partners with fee-based financial advisors to deliver the benefits of exchange-traded funds to individual investors and retirement plan participants. Through rigorous portfolio construction and monitoring, 3D designs and manages diversified portfolios that control cost, manage risk and simplify global investing. In January 2018, Sheryl launched IncomeConductor, a fintech company that provides a cloud-based solution to help financial advisors automate their businesses and improve client service.

Sheryl O'Connor has a certificate of completion from the Venture Capital Program at IE Business School in Madrid, Spain. Sheryl also has a masters certificate in project management from George Washington University and is a graduate of the University of Connecticut. Sheryl also has a certification from George Washington University in Masters in Project Management.

Some individuals on their team include Tom O'Connor - Founder & CMO, Philip Lubinski - Founder & Retirement Income Specialist.