Otis Leslie O'COnnor

Current Employers

Employment History

• 06/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charleston, WV
• 01/2015 → Present
  Bank Of America, N.A.
  Charleston, WV

Other Businesses

I*84736 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: THE VANDALIA CHAPTER - VIRGINIA TECH ALUMNI ASSOC. INVESTMENT RELATED: N ADDRESS OF BUSINESS: 901 PRICES FORK ROAD, BLACKSBURG, VIRGINIA 24061 NATURE OF BUSINESS: OTHER, NON-PROFIT ALUMNI ASSOCIATION POSITION, TITLE, ASSOCIATION: OFFICER, START DATE OF RELATIONSHIP: 42254 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LOCAL CHAPTER OF COLLEGE ALUMNI ASSOCIATION. PRIMARY PURPOSES ARE NETWORKING AND RAISING MONEY FOR COLLEGE SCHOLARSHIPS. I*1998273 Entity Type: N/A Name of OBA: Charleston Estate Planning Council Address:Charleston West Virginia Investment Related:No Position, Title, Association:Board Member,Director Start Date:09/26/2024 No Hours: 1.5 Monthly No Hours during trading:1 Duties:Chartered in 1954, the Charleston Estate Planning Council is a 501(c)(6) not-for-profit association. Our mission is to promote cooperation, understanding, and working relationships among professionals in the field of estate planning, with emphasis on the traditional core disciplines of law, accounting, banking, and life underwriting. As the financial services landscape has changed over the years, the Council has broadened its scope and offers membership eligibility to other professionals with a legitimate interest in estate planning. By opening our doors to nonprofit executives, investment advisors, pension administrators, fundraising professionals, and others, we provide an active forum for networking with the best practitioners in the field.I will be nominated and voted on to the Board of Directors as a non-officer to serve a 7 year term, eventually becoming an officer. I will avoid the Treasurer position.

Exams

• S66 Uniform Combined State Law Examination
  2015-02-07

Other Names

• Otis Leslie Oconnor
• Otis L O'COnnor