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
- Portfolio Counselor @ (March 2025 - Present)
- Investment Counselor - Private Client Group @ (October 2023 - March 2025)
- Client Account Coordinator @ (October 2021 - October 2023)
- Account Transfer Associate @ (June 2021 - October 2021)
- Wealth Management Intern @ (February 2020 - January 2021)
- Treasurer @ (October 2019 - October 2020)
- Manager @ (November 2017 - August 2018)
- Sales Associate @ (June 2017 - November 2017)
- Sales and Marketing Representative @ (September 2016 - June 2017)
Kyle O'Brien Education
- University of Tampa
Bachelor of Science - BS (Finance, General)
2021 - 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.
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