Kevin O'Brien Email & Phone Number
Senior VP and Financial Advisor @ Wealth Enhancement Group
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Kevin O'Brien Location
- Boston, MA, US
Kevin O'Brien Work
- 2024 -now Senior VP and Financial Advisor @
- 1995 -2024 FOUNDER and PRESIDENT @
- 1988 -1995 Senior Investment Advisor @
Kevin O'Brien Education
- The American College of Financial Services
Chartered Adviser to Philanthropy (Wealth Management)
2011-2012 - College for Financial Planning
CERTIFIED FINANCIAL PLANNER Professional (Wealth Management)
1991-1993 - Merrimack College
Bachelor of Science in Business Administration (BBA) (Banking, Corporate, Finance, and Securities)
1980-1985
Kevin O'Brien Skills
- Financial Planning
- Wealth Management
- Wealth
- Asset Management
- Financial Advisory
- Retirement Planning
- Tax Reduction
- Securities
- Financial Services
- Portfolio Management
- Asset Allocation
- Risk Management
- Mutual Funds
- Customer Service
- Social Media
- Startups
- Sales
- Finance
- Investments
Kevin O'Brien Summary
- Kevin O'Brien, based in Boston, MA, US, is currently a Senior VP and Financial Advisor at Wealth Enhancement Group. Kevin O'Brien brings experience from previous roles at Peak Financial Services, Inc. and American Express. Kevin O'Brien holds a 2011 - 2012 Chartered Adviser to Philanthropy in Wealth Management @ The American College of Financial Services. With a robust skill set that includes Financial Planning, Wealth Management, Wealth, Asset Management, Financial Advisory and more. Kevin O'Brien has 2 emails and 3 mobile phone numbers on RocketReach.
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