Senior Director Of Operations @ (October 2018 - January 2025)
RIA Manager @ (October 2014 - October 2018)
Regional VP of Insurance @ (October 2012 - October 2014)
Registered Principal @ (January 2012 - October 2014)
Investment Advisor Representative @ (January 2009 - October 2014)
Edward O'Brien Education
Drexel University's LeBow College of Business
Bachelor of Business Administration (B.B.A.) (Finance)
Edward O'Brien Skills
Commercial Insurance
Casualty Insurance
Series 24
Customer Service
Check Processing
Strategic Planning
Life Insurance
Edward O'Brien Summary
Edward O'Brien, based in Philadelphia, PA, US, is currently a Chief Administration Officer at McAdam Financial. Edward O'Brien brings experience from previous roles at McAdam Financial. Edward O'Brien holds a Bachelor of Business Administration (B.B.A.) in Finance @ Drexel University's LeBow College of Business. With a robust skill set that includes Commercial Insurance, Casualty Insurance, Series 24, Customer Service, Check Processing and more. Edward O'Brien has 2 emails and 1 mobile phone numbers on RocketReach.
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