SO

Sean O'Connor

1st Vice President, Wealth Management at Old Second Bank

Sean O'Connor has a diverse work experience in the financial industry. Sean started their career at Diversified Investment Advisors in 2002, where they served as a Senior Account Executive. In this role, Sean managed large institutional clients and cultivated business opportunities through existing client bases. Sean worked closely with certified financial advisors, actuaries, auditors, and consultants to produce plan changes, pricing, and tax law changes. Sean's expertise included various retirement plans such as 401(k), 403(b), and Defined Benefit Plans. In 2008, Sean joined Old Second National Bank as a Vice President and 1st Vice President of Wealth Management. In this position, they managed the Retirement Plan Service Department and Old Second's IRA product. Sean focused on enhancing client retention, plan administration, plan design, investment planning, employee communication, and annual compliance requirements. Sean'swork created new sales opportunities.

From 1980 to 1984, Sean O'Connor attended Benedictine University and obtained a Bachelor of Arts degree in Economics.

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Timeline

  • 1st Vice President, Wealth Management

    February, 2008 - present

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