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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Sheryl O'Connor
CEO & Co-Founder at IncomeConductor
Speaker

Profile

Sheryl O’Connor has spent over 25 years in the financial services industry including stops at insurance and investment management firms where she led strategic business growth and technology innovation. In 2006, Sheryl co-founded an SEC-registered investment management firm that provides innovative practice management solutions and investment portfolios to fee-based advisors. In 2017 Sheryl co-founded a retirement income focused FinTech firm, IncomeConductor, that provides an award-winning, innovative strategy and technology to advisors and their clients that meet the needs of today’s retirees and serves as its CEO. Sheryl won 1st place in the 2018 Female Founders in FinTech global competition, has been recognized in ThinkAdvisor’s 2021 Luminaries Executive Leadership class, and serves as a global ambassador to encourage women entrepreneurship in technology. Sheryl also hosts the Trailblazers webinar series that highlights leaders in our industry that are forging new paths that lead to better outcomes for advisors and their clients

Agenda Sessions

  • Smart Tools, Secure Futures: The Tech Revolution in Retirement Planning

    4:15pm