Ronan O'Callaghan
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Client Services

Ronan O'Callaghan

Client Service Analyst

AT ATHENA

Ronan is a member of Athena Capital's Client Operations team, responsible for handling money movement, trading, and account maintenance as well as providing general client service pertaining to investment operations.

CAREER HISTORY

Prior to joining Athena Capital Advisors, Ronan worked on the Operations team at MFS Investment Management. He worked directly with brokers and shareholders to facilitate mutual fund research and transactional requests.

EDUCATION

Bachelor of Arts in Business from Saint Anselm College

EPIC

  • EXCELLENCE
  • PASSION
  • INTEGRITY
  • CARING