Dan O'Brien Email & Phone Number
Manager, Wealth Management and Portfolio Analysis @ Capital Advisors, Ltd.
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Dan O'Brien Location
- Cleveland, OH, US
Dan O'Brien Work
- Manager, Wealth Management and Portfolio Analysis @ (August 2011 - Present)
- Financial Advisor @ (September 2009 - August 2011)
- Junior Financial Analyst @ (January 2006 - August 2011)
- Paraplanner @ (June 2006 - August 2007)
Dan O'Brien Education
- Loyola University Chicago
Bachelor Of Medicine (Management, Finance)
2007-2008 - Loyola University Chicago
Bachelor Of Business Administration (Finance)
2003-2007 - Saint Ignatius High School 1999-2003
Dan O'Brien Skills
- Leadership
- Estate Planning
- College Education Planning
- Tax Planning
- Retirement Planning
- Valuation
- Portfolio Management
- Financial Modeling
- Forecasting
- Investments
- Business Analysis
- Bond Laddering
- Finance
- Excel
- Asset Allocation
- Financial Services
- Wealth Management
- Strategic Financial Planning
- Microsoft Word
- Investment Strategies
- Backtesting
- Risk Management
- Microsoft Excel
- Customer Service
- Financial Analysis
- Financial Reporting
- Mergers and Acquisitions
- Analysis
- Series 7
- Securities
- Clutch
- Planning
- Planners
Dan O'Brien Summary
- Dan O'Brien, based in Cleveland, OH, US, is currently a Manager, Wealth Management and Portfolio Analysis at Capital Advisors, Ltd.. Dan O'Brien brings experience from previous roles at Nca Financial Planners, Logan Clutch Corporation and Ubs. Dan O'Brien holds a 2007 - 2008 Bachelor Of Medicine in Management, Finance @ Loyola University Chicago. With a robust skill set that includes Leadership, Estate Planning, College Education Planning, Tax Planning, Retirement Planning and more. Dan O'Brien has 2 emails on RocketReach.
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