David O'Brien Email & Phone Number
Senior Financial Consultant @ Asset Strategy Consultants- Boston
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David O'Brien Location
- Natick, MA, US
David O'Brien Work
- 2019 -now Senior Financial Consultant @
- 2016 -2019 Financial Advisor @
- 2011 -2016 Regional Director-New England @ Wells Fargo Asset Management
- 2009 -2011 Managing Director, New England @ Foxhall Capital Management
- 2007 -2009 Regional Advisory Consultant-New England @ Wells Fargo Advisors
- 2006 -2007 Regional VP of Sales, New England @ Cornerstone Real Estate Funds
- 2002 -2006 Regional VP of Sales, Southern CA and AZ @ Evergreen Investments
- 1996 -2001 Regional VP of Sales, Southern CA and AZ @
David O'Brien Education
- University of Vermont
BS: Kalkin School of Business (Finance)
1991-1995 - Boston College High School
Undergrad
1988-1991
David O'Brien Skills
- Series 63
- Investment Strategies
- Alternative Investments
- Portfolio Management
- Investment Management
- Business Development
- Financial Services
- Mutual Funds
- New Business Development
- ETFs
- Asset Allocation
- Asset Management
- Investments
- Sales
- Financial Advisory
- Finance
- Training
- Securities
- Wealth Management
- Asset Managment
- Retirement Planning
- Separately Managed Accounts
- Marketing
- Series 7
- Series 6
- Financial Analysis
- Business Analysis
- 401k
- Financial Planning
- Certified Financial Planner
- Tax Planning
- Insurance Planning
- Opportunity Zones
- Qualified Opportunity Funds
- 1031 Exchange/Dst's
David O'Brien Summary
- David O'Brien, based in Natick, MA, US, is currently a Senior Financial Consultant at Asset Strategy Advisors. David O'Brien brings experience from previous roles at Morgan Stanley, Wells Fargo Asset Management, Foxhall Capital Management and Wells Fargo Advisors. David O'Brien holds a 1991 - 1995 BS: Kalkin School of Business in Finance @ University of Vermont. With a robust skill set that includes Series 63, Investment Strategies, Alternative Investments, Portfolio Management, Investment Management and more. David O'Brien has 2 emails and 1 mobile phone numbers on RocketReach.
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