Gerard O'Brien Email & Phone Number
Director and Financial Planner
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Gerard O'Brien Location
- Ireland
Gerard O'Brien Work
- 2015 -now Director and Financial Planner @ Heritage Wealth Management
- 2008 -2015 Senior Private Banker @
- 2006 -2007 International Business Development Manager @
- 2004 -2006 Institutional Sales Manager @
- 2003 -2004 Structured Products Manager, Investments @
- 2001 -2003 Investment Advisor @
- 2000 -2001 Graduate Management Trainee @
Gerard O'Brien Education
- University College Dublin
Graduate Diploma in Financial Planning (First Class Honours)
2013-2015 - Financial Planning Standards Board
Certified Financial Planner CFP (Financial Advisory)
2015-2015 - Institute of Bankers in Ireland
Qualified Financial Advisor (QFA)
2006-2006 - London Business School
HSBC Foundation Management (Business Administration and Management)
2005-2005 - Chartered Institute for Securities and Investment
Certificate in Corporate Finance (Banking, Corporate, Finance, and Securities Law)
2004-2005 - Chartered Institute for Securities and Investment
Financial Planning Certificate (FPC) (Investments and Securities)
2000-2001 - The University of Sheffield
Master of Laws (LL.M.) (International Commercial Law and Practice)
1996-1997 - University of Derby
Bachelor of Laws (LL.B.) (Department of Law & Criminology)
1993-1996 - St. Columba's College, Dublin, Ireland 1989-1993
- Christian Brothers College 1987-1989
Gerard O'Brien Skills
- Presentation Skills
- Financial Advisory
- Banking
- Strategic Partnerships
- Client Relations
- Trust And Succession Planning
- People Management
- Revenue And Profit Growth
- Retirement Planning
- Financial Planning
- Portfolio Management
- Law
- Business Development
- Investments
- Relationship Management
- Business Analysis
- Self Starter
- Finance
- Asset Allocation
- Investment Advisory
- Financial Services
- Wealth Management
- Investment Sales
- Family Office
- Microsoft Office
- Risk Management
- Financial Analysis
- Management
- Private Banking
- Retail Banking
- Service Delivery
- Structured Products
Gerard O'Brien Summary
- Gerard O'Brien, based in Ireland, is currently a Director and Financial Planner at Heritage Wealth Management. Gerard O'Brien brings experience from previous roles at Bank of Ireland and HSBC Private Bank. Gerard O'Brien holds a 2013 - 2015 Graduate Diploma in Financial Planning in First Class Honours @ University College Dublin. With a robust skill set that includes Presentation Skills, Financial Advisory, Banking, Strategic Partnerships, Client Relations and more. Gerard O'Brien has 1 mobile phone numbers on RocketReach.
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