Georgia Obrien Email & Phone Number
Managing Director @ Family Financial Management, LLC
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Georgia Obrien Location
- Roswell, GA, US
Georgia Obrien Work
- Managing Director @ (November 2011 - Present)
- Managing Director, Wealth Management @ Georgia Family Office LLC (December 2009 - Present)
- Trustee @ ASF (Apogee Scholarship Fund) (November 2009 - April 2013)
- Chief Financial Officer @ (January 2006 - January 2008)
- Vice President and Private Banker @ (January 2001 - January 2006)
- Vice President, Private Capital Management @ (January 1997 - January 2001)
- Financial Planner and Licensed Broker @ (January 1992 - January 1997)
Georgia Obrien Education
- University of Massachusetts Amherst
BA
Georgia Obrien Skills
- Accounting
- Accounts Payable
- Banking
- Business Strategy
- Cash Management
- Credit
- Estate Administration
- Estate Planning
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Fixed Income
- Independent Financial Advice
- Insurance
- Investments
- Management
- Mortgage Lending
- Property Management
- Strategic Financial Planning
- Trust Management
- Wealth Management
- Golf
- Endorsements
- Revenue
- Public Speaking
- Income
- Business Services
- Relationship Building
- Savings
- Trusts
- Checking
- Honor
- Referrals
- Entertainment
- Balance Sheet
- Wills
- Tennis
- Structured Finance
- Money Market
- Sales
- Insurance Planning
- Economics
- Private Banking
- County
- Certified Financial Planner
- Organizational Restructuring
- CDS
- Cell
- Services
- Wrap Accounts
- Networking
- Atlanta
- Financial Analysis
- Trade Unions
- Nasd
- Family Office
- Net
- C Corp
- Top Producer
- Health Insurance
- Travel
- New Business Development
- Loans
- Trust
- Project Planning
- Summit
- Directing
- CRM
- Family Partnerships
- Series 7
- Asset Management
- Charitable Trusts
- Results Oriented
- Losses
- Brokerage
- Institutions
- Advisory
- Estate Law
- Capturing
- Simple
- Lead Development
- Wealth
- Bank Deposits
- Source
- Series 6
- Rentals
- High Net Worth Individuals
- Mutual Funds
- Commercial Real Estate
- Registered Investment Adviser
- Jumbo Mortgage
- Conferences
- Wealth Management Services
- Tax
- Relationship Management
- Volleyball
- Profit
- Sourcing New Business
- Council
- Internal Audit
- RIA
- Fixed Annuities
- Treasury
- Georgia
Georgia Obrien Summary
- Georgia Obrien, based in Roswell, GA, US, is currently a Managing Director at Family Financial Management, LLC. Georgia Obrien brings experience from previous roles at Georgia Family Office LLC, ASF (Apogee Scholarship Fund), Tyler Perry Studios and Bank of America. Georgia Obrien holds a BA @ University of Massachusetts Amherst. With a robust skill set that includes Accounting, Accounts Payable, Banking, Business Strategy, Cash Management and more. Georgia Obrien has 5 emails and 5 mobile phone numbers on RocketReach.
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