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
- Senior Financial Consultant @ (August 2019 - Present)
- Financial Advisor @ (July 2016 - August 2019)
- Regional Director-New England @ Wells Fargo Asset Management (January 2011 - January 2016)
- Managing Director, New England @ Foxhall Capital Management (January 2009 - January 2011)
- Regional Advisory Consultant-New England @ Wells Fargo Advisors (January 2007 - January 2009)
- Regional VP of Sales, New England @ Cornerstone Real Estate Funds (September 2006 - August 2007)
- Regional VP of Sales, Southern CA and AZ @ Evergreen Investments (January 2002 - January 2006)
- Regional VP of Sales, Southern CA and AZ @ (February 1996 - April 2001)
David O'Brien Education
- University of Vermont
BS: Grossman 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: Grossman 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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