Jamie O'Brien Email & Phone Number
Wealth Advisor @ Feltz WealthPlan
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Jamie O'Brien Location
- Omaha, NE, US
Jamie O'Brien Work
- Wealth Advisor @ (November 2009 - Present)
- Advisor @ (October 2008 - October 2009)
- Intern @ (May 2008 - August 2008)
Jamie O'Brien Education
- Creighton University
BSBA (Finance, General)
2006-2009
Jamie O'Brien Skills
- Comprehensive Planning
- Estate Planning
- Strategic Financial Planning
- Investment Strategies
- Investment Advisory
- Alternative Investments
- Life Insurance
- Risk Management
- Financial Markets
- Securities
- Retirement Planning
- Portfolio Management
- 401k
- 401k Rollovers
- Wealth Accumulation
- Registered Investment Advisor
- Income Protection
- Saving for Education
- Long Term Care Insurance
- 529 Plans
- Inheritance Tax Planning
- Registered Investment
- Public Speaking
- Microsoft Excel
- Project Management
- Strategic Financial
Jamie O'Brien Summary
- Jamie O'Brien, based in Omaha, NE, US, is currently a Wealth Advisor at Feltz WealthPlan. Jamie O'Brien brings experience from previous roles at Renaissance Financial and Feltz WealthPlan. Jamie O'Brien holds a 2006 - 2009 BSBA in Finance, General @ Creighton University. With a robust skill set that includes Comprehensive Planning, Estate Planning, Strategic Financial Planning, Investment Strategies, Investment Advisory and more. Jamie O'Brien has 2 emails and 3 mobile phone numbers on RocketReach.
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