Heather OConnor

Heather OConnor: Email & Phone Number

Opt-Out
Senior Associate, Private Client Services at Lido Advisors|San Diego, California, United States

Position:

Senior Associate, Private Client Services at Lido Advisors

Location:

San Diego, California, United States

LinkedIn
View Heather OConnor's Email
Up to 10 free lookups. No credit card required.
Last updated: 2025-04-14
Updated: 2025-04-14

Found email addresses for Heather OConnor:

Business emails:

Found phone for Heather OConnor:

Searching for Heather OConnor profiles
0% completed

A different Heather OConnor?

Sign up to search for other Heather OConnor's across our 850M+ professionals database

Work Experience 26 years

Senior Associate, Private Client Services at Lido Advisors

May 2023 - Current

Senior Client Service Associate at First Republic Private Wealth Management

Jan 2019 - May 2023

Senior Associate, Private Client Services at Wells Fargo Advisors

Nov 2016 - Jan 2019

Executive Assistant at Kestra Financial

Jul 2011 - Nov 2016

Executive Assistant at Morgan Stanley

Oct 2007 - Jun 2011

Transition Specialist at LPL Financial

Oct 2006 - Oct 2007

Trust Associate at Wells Fargo Private Wealth

Jan 2005 - Jan 2006

Operations Manager at Wells Fargo Advisors

Jan 2001 - Jan 2005

Operations Assistant at Prudential Securities

Jan 2000 - Jan 2001

Heather OConnor started working in 2000, then the employee has changed 7 companies and 6 jobs. On average, Heather OConnor works for one company for 2 years 10 months.

Their professional focus is Executive Administrative Assistance, Executive Support, and Private Clients across 3 core areas.

Heather OConnor Namesakes

Name
Company
Position
Heather OConnor
Workers' Compensation Specialist
Get contacts
Heather OConnor
Aciva Consulting, LLC
Owner
Get contacts
See more profiles

Other employees at Lido Advisors

Name
Company
Position
Evan Armas
Senior Tax Specialist
Get contacts
Matthew McCullough
Associate, Trading and Investments
Get contacts
Esther Hong
Associate, Client Relationship Manager
Get contacts
Luke Bender
Senior Associate, Client Relationship Manager
Get contacts
Lexie Spalding
Senior Associate
Get contacts
John Genung
Associate, Wealth Management
Get contacts
Brendan Logan
Wealth Advisor
Get contacts
Gavin Stellpflug
Vice President, Wealth Advisor
Get contacts
Kevin Chaparro
Portfolio Operations, Associate
Get contacts
Jeffrey Dingle
Associate, Private Client Services
Get contacts
See more profiles

Data Privacy

GDPR Icon

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA Icon

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.

BACK TO TOP