Nicole O’Connell

SVP, Custody Asset Movement & Control at NewEdge Wealth

Nicole serves as SVP, of Asset Movement & Control, where she oversees her department’s cash movement activities via ACH, wire transfer, check and journal, as well as internal and customer-automated cash processing functions initiated via Mid Atlantic’s TNS system. In addition, she oversees asset movement via ACATS, physical transfer, and DTCC transfer processes. As part of Mid Atlantic’s customer cash disbursement services, Nicole’s oversees Federal and state tax withholding and reporting functions. Nicole received her B.A. from University of Pittsburgh. She is also a Certified IRA Specialist.

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Timeline

  • SVP, Custody Asset Movement & Control

    Current role

  • VP & Asset Movement and Control

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