Kyle O'Brien Email & Phone Number

Portfolio Counselor @ Fisher Investments

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Kyle O'Brien Location

Tampa, FL, US

Kyle O'Brien Work

2025 - now Portfolio Counselor @ Fisher Investments
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2023 - 2025 Investment Counselor - Private Client Group @ Fisher Investments
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2021 - 2023 Client Account Coordinator @ Fisher Investments
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2021 - 2021 Account Transfer Associate @ Raymond James
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2020 - 2021 Wealth Management Intern @ UBS Group AG
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2019 - 2020 Treasurer @ Zeta Beta Tau Fraternity
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2017 - 2018 Manager @ alice + olivia
2017 - 2017 Sales Associate @ Gucci
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2016 - 2017 Sales and Marketing Representative @ Allstate
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Kyle O'Brien Education

University of Tampa
Bachelor of Science - BS (Finance, General)
Nassau Community College
Associate of Science - AS (Business Administration and Management, General)

Kyle O'Brien Summary

Kyle O'Brien, based in Tampa, FL, US, is currently a Portfolio Counselor at Fisher Investments. Kyle O'Brien brings experience from previous roles at Fisher Investments, Raymond James and UBS. Kyle O'Brien holds a Bachelor of Science - BS in Finance, General @ University of Tampa. Kyle O'Brien has 2 emails and 1 mobile phone numbers on RocketReach.

Kyle O'Brien Emails

Found 2 emails

Kyle O'Brien Phone Numbers

Found 1 phone numbers

+1 516-974-XXXX

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Jonathon Dues

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