Bobby O'Brian Email & Phone Number
Senior Portfolio Specialist @ Raymond James
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Bobby O'Brian Location
- Omaha, NE, US
Bobby O'Brian Work
- 2018 -now Senior Portfolio Specialist @
- 2015 -2018 Financial Advisor @
- 2009 -2015 Registered Client Associate @
- 2006 -2009 Intern and Sales Associate @ Citi Smith Barney
Bobby O'Brian Education
- University of Nebraska at Omaha
Bachelor of Science in Business Adminstration (BSBA) (Majored in Business Finance, Banking and Investment Science & Portfolio Management)
2005-2009
Bobby O'Brian Skills
- Financial Services
- Retirement Planning
- Asset Allocation
- Estate Investment Planning
- Risk Management
- Investment Strategies
- Finance
- 401(k) Planning
- 401K Planning
- 401k Rollovers
- Estate Investment
- 401 Planning
Bobby O'Brian Summary
- Bobby O'Brian, based in Omaha, NE, US, is currently a Senior Portfolio Specialist at Raymond James. Bobby O'Brian brings experience from previous roles at Wells Fargo Advisors, The Regency Group of Wells Fargo Advisors and Citi Smith Barney. Bobby O'Brian holds a 2005 - 2009 Bachelor of Science in Business Adminstration (BSBA) in Majored in Business Finance, Banking and Investment Science & Portfolio Management @ University of Nebraska at Omaha. With a robust skill set that includes Financial Services, Retirement Planning, Asset Allocation, Estate Investment Planning, Risk Management and more. Bobby O'Brian has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Bobby O'Brian?
Find contact details for 700 million professionals.
Others Named Bobby O'Brian
Bobby O'Brian
Senior Portfolio Specialist
Omaha, NE, US
Bob O'Brian
poo
Canberra, ACT, AU
Top Raymond James Employees
Patrick Lynch
COO, Financial Services Investment Banking
San Francisco, CA, US
Tash Elwyn
President, Private Client Group, Raymond James Financial
Saint Petersburg, FL, US
Al Caudullo
Chief Operating Officer - Asset Management Services
Florida, United States
Mercedes van Woerkom
COO and MD-Equity Research
Saint Petersburg, FL, US
Aaron Gabriel
President
San Ramon, CA, US
Michael Cox
President - Coastal Bay Wealth Management; CFP, RJFS
New Port Richey, FL, US
Greg Bruce
President, RIA and Custody Services Division (RCS)
Saint Petersburg, FL, US
Catherine Haffner
President, Haffner Private Wealth
San Antonio, TX, US
Patrick O'Connor
Chief Operating Officer
Tampa, FL, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co