Dennis O'Brien Email & Phone Number
Founder and President @ Coastal Financial Advisors, Inc. | Fee Only | Fiduciary
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Dennis O'Brien Location
- New York, NY, US
Dennis O'Brien Work
- 1999 -now Founder and President @
- 2001 -2001 Senior Program Manager @
- 2000 -2001 Senior Interoperability and Test Manager @ Tachion
- 1990 -2000 Manager @
- 1986 -1990 Manager @
Dennis O'Brien Education
- Harvard Law School
Certificate of Completioin (Negotiation and Leadership)
2020-2020 - Harvard Law School
The Art of Saying No: Save the Deal Save the Relationship and Still Say No (Certificate of Completion Program)
2020-2020 - New York University - Polytechnic School of Engineering
Master of Science (MS)
1999-2000 - Stevens Institute of Technology
MS (Project Management)
1998-2000 - Rutgers University
Dennis O'Brien Skills
- Leadership
- Estate Planning
- Financial Advisory
- Team Building
- Cash Management
- Financial Planners
- Public Speaking
- Sep
- Executive Management
- Insurance
- Retirement Planning
- Financial Planning
- Family Mediation
- Start Ups
- Tax
- Portfolio Management
- Collaborative Law
- Investments
- Finance
- 401k
- Asset Allocation
- Strategic Planning
- Fundraising
- Investment Advisory
- Financial Services
- Wealth Management
- Mutual Funds
- Business Planning
- Strategic Financial Planning
- Budgeting
- Entrepreneur
- Entrepreneurship
- Investment Strategies
- Real Estate
- Risk Management
- Asset Management
- Nonprofits
- Training
- Customer Service
- Financial Analysis
- Commerce
- Budgets
- Non Profits
- Small Business
- Management
- Business Strategy
- Divorce Mediation
- Project Management
- Financial Management
- Retirement
- Employee Benefits
- Securities
- Investment Management
- Marketing Strategy
- Research
- Microsoft Excel
Dennis O'Brien Summary
- Dennis O'Brien, based in New York, NY, US, is currently a Founder and President at Coastal Financial Advisors, Inc.. Dennis O'Brien brings experience from previous roles at Telica, Tachion, AT&T Labs and Verizon (Bell Atlantic). Dennis O'Brien holds a 2020 - 2020 Certificate of Completioin in Negotiation and Leadership @ Harvard Law School. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Team Building, Cash Management and more. Dennis O'Brien has 2 emails and 2 mobile phone numbers on RocketReach.
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