Matthew O'Brien Email & Phone Number
Regional Vice President @ MassMutual
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Matthew O'Brien Location
- Austin, TX, US
Matthew O'Brien Work
- Regional Vice President @ (March 2024 - Present)
- Regional Vice President @ (April 2022 - March 2024)
- Sales Team Lead @ (November 2019 - March 2022)
- Internal Wholesaler @ (April 2015 - March 2022)
- Investment Consultant @ (May 2014 - April 2015)
- Wealth Strategy @ (August 2010 - April 2014)
Matthew O'Brien Education
- The Ohio State University
Bachelor's degree (Family Financial Services)
2005-2010
Matthew O'Brien Skills
- Retirement Planning
- Investment Advisory
- Disability Insurance
- College Savings Plans
- Permanent Life Insurance
- Investment Strategies
- Variable Annuities
- Wealth
- Securities
- Financial Advisory
- Portfolio Management
- Investments
- Sales
- Leadership
- Mutual Funds
- Customer Service
- Finance
- Fixed Annuities
- Insurance
- Series 7
- consulative sales
- High-Growth Initiatives
- Client Focused Solutions
- Territory Account Management
- Market Reseach Analysis
- Organizational Leadership
- Consultative Sales
- Index Annuities
- Performance Optimization
- Risk Management
- High Growth Initiatives
Matthew O'Brien Summary
- Matthew O'Brien, based in Austin, TX, US, is currently a Regional Vice President at MassMutual. Matthew O'Brien brings experience from previous roles at TruStage, Jackson and Fidelity Investments. Matthew O'Brien holds a 2005 - 2010 Bachelor's degree in Family Financial Services @ The Ohio State University. With a robust skill set that includes Retirement Planning, Investment Advisory, Disability Insurance, College Savings Plans, Permanent Life Insurance and more. Matthew O'Brien has 3 emails on RocketReach.
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