Bill O'Brien's Location

Boston, MA, US

Bill O'Brien's Work

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
  • Fixed Income
  • Equities
  • Financial Advisory
  • Retirement
  • ETFs
  • Series 7
  • Finance

Bill O'Brien's Summary

Bill O'Brien, based in Boston, MA, US, 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, Fixed Income, Equities and more, Bill O'Brien contributes valuable insights to the industry.
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