David O'Brien Location
New York, NY, US
David O'Brien Work
- 2025 - now VP, Enterprise Technology Sales @ SMArtX Advisory Solutions
- 2024 - 2025 VP of Sales @ InvestorCOM Inc.
- 2023 - 2024 Strategic Account Executive @ Advisor360°
- 2021 - 2023 Sales Executive, Tier 1 @ InvestCloud, Inc.
- 2018 - 2021 Account Executive, Enterprise Sales @ Finario
- 2015 - 2018 Account Manager | Wholesale Distribution @ NetSuite
- 2014 - 2015 Business Development Representative @ NetSuite
- 2012 - 2014 Brand Ambassador @ Bai Brands
- 2013 - 2013 Intern @ LLBH Private Wealth Management LLC
David O'Brien Education
- Trinity College-Hartford2010 - 2014
- Hopkins School2006 - 2010
David O'Brien Skills
- Social Media
- Microsoft Excel
- PowerPoint
- Microsoft Word
- Microsoft Office
- Leadership
- Sales
- ERP
- Business Development
- CRM
David O'Brien Summary
David O'Brien, based in New York, NY, US, is currently a VP, Enterprise Technology Sales at SMArtX Advisory Solutions. David O'Brien brings experience from previous roles at InvestorCOM Inc., Advisor360°, InvestCloud, Inc. and Finario. David O'Brien holds a 2010 - 2014 Trinity College-Hartford. With a robust skill set that includes Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office and more. David O'Brien has 1 emails on RocketReach.
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Top SMArtX Advisory Solutions Employees
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Jonathan Pincus
Chief Executive Officer at SMArtX Advisory Solutions
West Palm Beach, FL, US45+ -
35+
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John Howard
Executive Vice President of Engineering at SMArtX Advisory Solutions
West Palm Beach, FL, US24 -
11
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Amy Kandravy
EVP of Client Success at SMArtX Advisory Solutions
Norwell, MA, US33 -
35+
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Sean Beeler
Vice President Technical Operations at SMArtX Advisory Solutions
Jacksonville Beach, FL, US22 -
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