Bill O'Brien's Location
Boston, Massachusetts, United States
Bill O'Brien's Work
- Client Relationship Director @ GAMMA Investing
- Regional Director of Business Development - Northeast @ Little Harbor Advisors
- Regional Vice President - Ria North @ VanEck
- Regional Consultant - Ria and Bank Trust Division @ Alriyadah Investments
- Regional Sales Specialist @ Alriyadah Investments
- Registered Associate @ Morgan Stanley
- Advisory Council Representative @ Alriyadah Investments
- Shareholder Service Representative @ J.P. Morgan
Bill O'Brien's Education
- Suffolk University
MBA ( Business, Finance concentration)
2009 - 2013 - Western New England University
BSBA ( Business Management)
1998 - 2001 - Assumption College
Undergraduate
1996 - 1998
Bill O'Brien's Skills
- Mutual Funds
- Asset Allocation
- Wealth Management
- Equities
- Fixed Income
- Separately Managed Accounts
- Alternative Investments
- Annuities
- Financial Advisory
- Retirement
Bill O'Brien's Summary
Bill O'Brien, based in Boston, Massachusetts, United States, is currently a Client Relationship Director at Gamma Investing, bringing experience from previous roles at Little Harbor Advisors, Vaneck and Pioneer Investments. Bill O'Brien holds a 2009 - 2013 MBA in Business, Finance concentration @ Suffolk University. With a robust skill set that includes Mutual Funds, Asset Allocation, Wealth Management, Equities, Fixed Income and more, Bill O'Brien contributes valuable insights to the industry. Bill O'Brien has 2 emails on RocketReach.
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