Carl Connolly
Wealth Management Support Specialist
“For what will it profit a man if he gains the whole world but forfeits his soul?”
About Carl
A dynamic finance professional with a proven track record of versatile excellence across diverse roles. Armed with an MBA in Finance and Management, I excel in delivering solutions, fostering strong client relationships, and executing strategic initiatives.
Experience
- Wealth Management Support Specialist
- Oswald Financial, 2025 - Ongoing
- Assistant Vice President
- JPMorgan Chase & Co., 2021 – 2025
- Senior Claims Representative
- Progressive Insurance., 2019 – 2020
- Leasing Associate
- Chase Properties Ltd., 2017 – 2019
Education
- Master of Business Administration
- Cleveland State University, 2021
- Bachelor of Business Administration in Finance
- Cleveland State University, 2019