Frank O'Brien Email & Phone Number
Director of Business Development and Strategic Partnerships @ Purpose Equity
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Frank O'Brien Location
- Greenville, SC, US
Frank O'Brien Work
- 2026 -now Director of Business Development and Strategic Partnerships @
- 2020 -2026 Leader, Internal Sales and Service Support @
- 2014 -2019 Market Wealth Leader @
- 2013 -2014 Relationship Manager @
- 2013 -2013 Chief Development Officer @ WHM Capital Advisors
- 2011 -2013 Managing Director @ WHM Capital Advisors
- 2006 -2011 Senior Vice President @
- 2004 -2006 Managing Director @ Wachovia Wealth Management
Frank O'Brien Education
- The University of North Carolina at Chapel Hill
BA (Economics)
1982-1986
Frank O'Brien Skills
- Portfolio Management
- Investment Banking
- Credit Analysis
- Investments
- Small Business Lending
- Asset Allocation
- Commercial Lending
- Commercial Banking
- Wealth Management
- Wealth Management Services
Frank O'Brien Summary
- Frank O'Brien, based in Greenville, SC, US, is currently a Director of Business Development and Strategic Partnerships at Purpose Equity. Frank O'Brien brings experience from previous roles at TD and WHM Capital Advisors. Frank O'Brien holds a 1982 - 1986 BA in Economics @ The University of North Carolina at Chapel Hill. With a robust skill set that includes Portfolio Management, Investment Banking, Credit Analysis, Investments, Small Business Lending and more. Frank O'Brien has 1 mobile phone numbers on RocketReach.
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