Jack O’Hara

Vice President and National Sales Director

Jack is responsible for achieving the company’s business development goals. He has over 20 years of financial services industry experience in developing and executing sales and marketing strategies. Jack’s resume includes leadership positions at Broadridge Financial Solutions, Philadelphia Stock Exchange, and as an Advisor and Registered Rep at Morgan Stanley and PNC Bank. More recently Jack was in charge of sales for an early-stage software vendor serving the investment management sector and developed the strategy that led the company to a market leadership position.

Jack is a graduate of The Wharton School of the University of Pennsylvania, and currently involved with the Wharton Small Business Development Center.

Contact Information:
Tel: 617-800-0388 x105
Email: johara@advisorassist.com