James O'Brien Email & Phone Number
Principal, Portfolio Manager @ Eastern Shore Capital Management (ESCM)
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James O'Brien Location
- Andover, MA, US
James O'Brien Work
- Principal, Portfolio Manager @ (October 2012 - Present)
- Portfolio Manager and Senior Analyst @ (June 2004 - October 2012)
- Equity Research Analyst @ CITIZENS FUNDS (August 2001 - July 2004)
- Accounting Analyst @ (January 1990 - January 1994)
James O'Brien Education
- Bentley University
Masters Certificate (Accountancy)
1995-1996 - Bentley University
Bachelor of Science (Economics and Finance)
1985-1989
James O'Brien Skills
- Asset Allocation
- Asset Management
- Asset Managment
- Equities
- Equity Research
- Equity Valuation
- Finance
- Financial Analysis
- Financial Modeling
- Investments
- Mutual Funds
- Portfolio Management
- Securities
- Valuation
- Leadership
- Data Analysis
- Microsoft Excel
James O'Brien Summary
- James O'Brien, based in Andover, MA, US, is currently a Principal, Portfolio Manager at Eastern Shore Capital Management (ESCM). James O'Brien brings experience from previous roles at MOODY ALDRICH PARTNERS, LLC, CITIZENS FUNDS and Fidelity Investments. James O'Brien holds a 1995 - 1996 Masters Certificate in Accountancy @ Bentley University. With a robust skill set that includes Asset Allocation, Asset Management, Asset Managment, Equities, Equity Research and more. James O'Brien has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Eastern Shore Capital Management (ESCM) Employees
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Andover, MA, US
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Salem, MA, US
Sarah Westwood
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