Cassidy O'Brien Email & Phone Number
Investment Advisor Representative @ Capstone Wealth
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Cassidy O'Brien Location
- Salt Lake City, UT, US
Cassidy O'Brien Work
- Investment Advisor Representative @ (August 2026 - Present)
- Investment Advisor Representative @ (February 2018 - Present)
- Account Manager @ (May 2016 - February 2018)
- Customer Service Representative @ (April 2014 - May 2016)
- Sales Associate @ (May 2013 - January 2014)
Cassidy O'Brien Education
- University of Utah
Bachelor of Science (Consumer studies, Financial Planning)
2013-2017 - University of Utah
Business Minor
Cassidy O'Brien Skills
- Time Management
- Microsoft Excel
- Sales
- Microsoft Word
- Leadership
- PowerPoint
- Marketing
- Insurance
- Customer Service
- Microsoft Office
Cassidy O'Brien Summary
- Cassidy O'Brien, based in Salt Lake City, UT, US, is currently a Investment Advisor Representative at Capstone Wealth. Cassidy O'Brien brings experience from previous roles at B.O.S.S. Retirement Solutions, Universal Business Insurance, State Farm ® and Nordstrom. Cassidy O'Brien holds a 2013 - 2017 Bachelor of Science in Consumer studies, Financial Planning @ University of Utah. With a robust skill set that includes Time Management, Microsoft Excel, Sales, Microsoft Word, Leadership and more. Cassidy O'Brien has 2 emails and 1 mobile phone numbers on RocketReach.
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