Kevin Thomas O'COnnor

Current Employers

Employment History

• 08/1993 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Syracuse, NY
• 09/2009 → Present
  Bank Of America, N.A.
  Syracuse, NY

Other Businesses

I*102266 For profit or not for profit: For-Profit Organization Name of outside business organization: Saugerties Property Holdings, LLC Investment related: Y Address of business: Saugerties, New York 12477 Nature of business: LLC, Position, title, association: Other, Investor Start date of relationship: 3/15/2017 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Investment in commercial land for future development or sale. I*102263 For profit or not for profit: For-Profit Organization Name of outside business organization: Cady Road Property Holding, LLC Investment related: Y Address of business: Watertown, New York 13606 Nature of business: LLC, Position, title, association: Other, investor Start date of relationship: 2/24/2017 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Investment in commercial land for future development or sale. I*4851267, Entity Type: Entity Charitable, Name of OBA: Le Moyne College Finance & Economics Advisory Board, Address: Syracuse, New York, 13214, Investment Related: N, Position, Title, Association: ["Other"], Employee Start Date: 09/17/2026, No Hours: 6 Yearly, No Hours during Trading: 0 Yearly, Duties: Attend 2 meetings per year, one for the fall and another for the spring semester. They are looking for a 3 year term. My responsibility will will be to provide my perspective of my industry (wealth management) other members will involved in other areas of finance related careers. The college is establishing a Finance & Economics Advisory Board for their Business School. The Advisory Board is made up of alumni primarily from Syracuse, Rochester, Albany & NYC, The goal of the Advisory Board is to bring alumni together to discuss industry perspectives, mentorship and provide feedback on curriculum so the college can shape their future programs to help students that want to pursue a career in finance related jobs.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-30
• S63 Uniform Securities Agent State Law Examination
  1993-11-06

Other Names

• Kevin T Oconnor
• Kevin Thomas Oconnor