Kathleen O'Brien Email & Phone Number
Senior Vice President | Regional Trust Manager @ Arden Trust Company
Kathleen O'Brien's Location
Wilmington, DE, US
Kathleen O'Brien's Work
- Senior Vice President | Regional Trust Manager @ Arden Trust Company
- Vice President | Team Lead | Senior Trust Officer @ Wells Fargo
- Founder @ Tessera Elder Consulting
- Director | Vice President | Senior Trust Officer @ Morgan Stanley
- Director | Vice President | Senior Trust Officer @ Merrill Lynch
- Assistant Vice President | Trust Officer @ Northern Trust Corporation
Kathleen O'Brien's Education
- Arizona State University
Bachelor's degree (Pre-Physical Therapy Studies)
- Southern Illinois University, Carbondale
(Physical Therapy/Therapist)
1978 - 1981
Kathleen O'Brien's Skills
- Asset Management
- Estate Planning
- Personal Finance
- Wealth Management
- Elder Advocacy
- Trust Management
- Series 7
- Series 63
- Series 65
- CTFA
Kathleen O'Brien's Summary
Kathleen O'Brien, based in Wilmington, DE, US, is currently a Senior Vice President | Regional Trust Manager at Arden Trust Company, bringing experience from previous roles at Wells Fargo, Tessera Elder Consulting, Morgan Stanley Trust and Merrill Lynch Trust. Kathleen O'Brien holds a Bachelor's degree in Pre-Physical Therapy Studies @ Arizona State University. With a robust skill set that includes Asset Management, Estate Planning, Personal Finance, Wealth Management, Elder Advocacy and more, Kathleen O'Brien contributes valuable insights to the industry. Kathleen O'Brien has 2 emails on RocketReach.
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