Gerard O'Brien's Location
Ireland
Gerard O'Brien's Work
- Director and Financial Planner @ Heritage Wealth Management
- Senior Private Banker @ Bank of Ireland
- International Business Development Manager @ HSBC
Gerard O'Brien's 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 Columbas College, Dublin1989 - 1993
- CBC Cork1987 - 1989
Gerard O'Brien's Skills
- Presentation Skills
- Financial Advisory
- Banking
- Strategic Partnerships
- Client Relations
- Trust And Succession Planning
- People Management
- Revenue And Profit Growth
- Retirement Planning
- Financial Planning
Gerard O'Brien's Summary
Gerard O'Brien, based in Ireland, is currently a Director and Financial Planner at Heritage Wealth Management, bringing experience from previous roles at Bank of Ireland, HSBC Private Bank and HSBC Global Banking and Markets. 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 contributes valuable insights to the industry. Gerard O'Brien has 2 emails on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Gerard O'Brien you were looking for?
Find contact details for 700 million professionals.
Others Named Gerard O'Brien
-
ViewGerard Obrien
President and Chief Executive Officer and Founder at Norton Investment Group
Houston, Texas, United States45+ -
43
-
45
-
11
-
View
Gerard O'Brien
Architect | Network, Security and Cloud at Laing O'Rourke
London, England, United Kingdom21 -
2
People Like Gerard O'Brien
-
1
-
35+
Top Heritage Wealth Management Employees
-
34
-
1
-
45+
-
13
-
12
-
22
-
1
-
ViewIan Harris
Certified Financial Planner at Heritage Wealth Management
Houston, Texas, United States22 -
View
Fernando Frank Valentin
Licensed Insurance Agent at Heritage Wealth Management
Gainesville, FL, US25+ -
ViewSheri Edwards
Office Manager and Administrative Assistant at Heritage Wealth Management
Alpine, California, United States1
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
