Bill O'Connor,   CFA in

Bill O'Connor, CFA

Evaluator · DISC type DCS
Director of Research/Portfolio Manager at Capital Innovations, LLC
📍 Milwaukee, Wisconsin, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
14 Years
Current Role
Director of Research/Portfolio Manager
Job Level
Mid-senior
Location
Milwaukee, Wisconsin, United States
Personality Overview

How Bill shows up

Quality Focused
Thorough Evaluator
Fast But Analytical

They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Priorities

Topics Bill cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

5-2012
Director of Research/Portfolio Manager
Capital Innovations, LLC
2-2012
Director/ product manager Large-Cap Growth and Large-Cap Core Investment Strategies
BMO Global Asset Management-USA
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1977 - 1979
MBA
Wisconsin School of Business
1973 - 1977
Bachelor of Science-Commerce
Santa Clara University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

Other Capital Innovations, LLC Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Bill. Free, 10 seconds.