James O'Boyle

Managing Director Individual Retirement, Group Retirement, Life Operations
Chief Executive Officer of PlanConnect, LLC Equitable

Jim O’Boyle has more than 25 years of experience in the insurance and financial services industry and currently oversees Service Operations for all three Equitable US product lines: Individual Retirement Operations (located in Secaucus, NJ), Life Operations (located in Charlotte, NC), and Employer Sponsored Operations (located in Syracuse, NY).

Jim received a B.S. degree in Finance from SUNY in Albany in 1991. He also earned an MBA from Fordham University in 1998. He holds FINRA Series 6, 7, 63 and 24 licenses.

Jim lives in Monroe, NY with his wife Jennifer, an elementary school teacher and their three sons.

 

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