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
- Director of Business Development and Strategic Partnerships @ (March 2026 - Present)
- Leader, Internal Sales and Service Support @ (December 2020 - March 2026)
- Market Wealth Leader @ (May 2014 - November 2019)
- Relationship Manager @ (July 2013 - May 2014)
- Chief Development Officer @ WHM Capital Advisors (January 2013 - June 2013)
- Managing Director @ WHM Capital Advisors (May 2011 - January 2013)
- Senior Vice President @ (September 2006 - April 2011)
- Managing Director @ Wachovia Wealth Management (September 2004 - August 2006)
Frank O'Brien Education
- The University of North Carolina at Chapel Hill
BA (Economics)
1982-1986
Frank O'Brien Skills
- Asset Allocation
- Commercial Banking
- Commercial Lending
- Credit Analysis
- Investment Banking
- Investments
- Portfolio Management
- Small Business Lending
- Wealth Management Services
- Wealth Management
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 Asset Allocation, Commercial Banking, Commercial Lending, Credit Analysis, Investment Banking and more. Frank O'Brien has 1 mobile phone numbers on RocketReach.
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