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
- 2024 -now Regional Vice President @
- 2022 -2024 Regional Vice President @
- 2019 -2022 Sales Team Lead @
- 2015 -2022 Internal Wholesaler @
- 2014 -2015 Investment Consultant @
- 2010 -2014 Wealth Strategy @
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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