Connor Abene

Dallas, Texas, US

Currently at Investment Advisory firm, but also managing Partner at a very small investment fund.
Connor's Skills
Business Development
Strategy
Finance
Marketing
Design
Open to networking with people holding these skills
Finance
Sales
Design
Background

Age Group

25-35

About Connor

Currently working for an Investment Advisory firm however have a run a small investment shop on the side through college. Looking to expand my network and have great conversation with anyone. Love the VC space and will certainly be my next step whether on my own or for another firm.

Quote

“Have the courage to follow your heart and intuition. The somehow know what you truly want to become.” - Steve Jobs

Work Experience

Senior Analyst

Lockton

December 2016 - Today

· Manage assets for over 180 clients and $16 Billion in Assets Under Advisement as Investment Advisor. Identify underperforming investments and propose alternatives. · Review clients’ plan performance and set strategies and goals. · Provide merger and acquisition consulting to assess and manage employee-benefit costs and risks through due diligence analysis, transition support, and benefit coordination. · Attend quarterly client meetings to provide program analysis, cost-containment benefit, and retirement strategies.

Certification

Series 6

FINRA

Series 63

FINRA