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James O'Brien Location
Denver, CO, US
James O'Brien Work
2002 -now Managing Partner @
1992 -2002 Senior Manager @
1991 -1992 Agent @
James O'Brien Education
Metropolitan State College of Denver
(Marketing)
1983-1986
James O'Brien Skills
Financial Planning
Wealth Management
Retirement Planning
Investments
Estate Planning
Wealth Transfer
Asset Management
Investment Advisory
401k
Small Business
SQL
Process Improvement
Leadership
Management
Analysis
Networking
Planning
Services
Financial Services
James O'Brien Summary
James O'Brien, based in Denver, CO, US, is currently a Managing Partner at Gill Capital Partners. James O'Brien brings experience from previous roles at Charles Schwab & Co., Inc. and New York Life Insurance Company. James O'Brien holds a 1983 - 1986 Metropolitan State College of Denver. With a robust skill set that includes Financial Planning, Wealth Management, Retirement Planning, Investments, Estate Planning and more. James O'Brien has 1 emails and 1 mobile phone numbers on RocketReach.
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