Dave O'Brien Email & Phone Number
Principal @ EVOadvisers
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Dave O'Brien Location
- Richmond, VA, US
Dave O'Brien Work
- Principal @ (April 2016 - Present)
- Commissioner @ (January 2020 - December 2022)
- Chair @ (September 2019 - September 2020)
- Chair elect @ (September 2018 - September 2019)
- President @ O'Brien Financial Planning, Inc. (January 2006 - March 2016)
- VP, Retirement Income Marketing and Sales Development @ (August 2003 - February 2006)
- VP, Sales Technology @ (December 1999 - August 2003)
- Commercial Service Manager @ (January 1994 - January 1999)
- Account Manager @ (January 1988 - January 1994)
Dave O'Brien Education
- University of Richmond - Robins School of Business
MBA
1991-1995 - University of Richmond
BA
1982-1986
Dave O'Brien Skills
- Financial Planning
- Management
- Asset Management
- Financial Services
- Retirement
- Financial Advisory
- Strategic Planning
- Investments
- Portfolio Management
- Investment Management
- Fiduciary
- Leadership
- Investment Banking
- Social Media Marketing
- Military Experience
Dave O'Brien Summary
- Dave O'Brien, based in Richmond, VA, US, is currently a Principal at EvoAdvisors. Dave O'Brien brings experience from previous roles at CFP Board, National Association of Personal Financial Advisors and O'Brien Financial Planning, Inc.. Dave O'Brien holds a 1991 - 1995 MBA @ University of Richmond - Robins School of Business. With a robust skill set that includes Financial Planning, Management, Asset Management, Financial Services, Retirement and more. Dave O'Brien has 2 emails and 1 mobile phone numbers on RocketReach.
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Top EVOadvisers Employees
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