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Matthew O'Brien Location
Berwyn, PA, US
Matthew O'Brien Work
Head of Sales and Relationship Management North America - Private Equity Segment @ (January 2025 - Present)
Sales Manager North America - Private Equity @ (January 2023 - January 2025)
Sales Leader - Traditional Asset Management Sales - Buyside @ (January 2021 - December 2022)
Senior Director Sales - Capital Markets Buyside @ (April 2017 - December 2022)
Sales Director @ (January 2015 - January 2017)
Vice President - Managed Investments @ (January 2013 - January 2015)
Product Manager and Business Development @ InvestorForce a division of MSCI (January 2010 - January 2013)
Regional Sales Director @ (January 2007 - January 2010)
Commodity Trader @ (January 2002 - January 2007)
Investment Consultant @ Creative Financial Group (January 1998 - January 2002)
Account Representative @ Lockwood Financial (January 1997 - January 1998)
Matthew O'Brien Education
Commonwealth University-Bloomsburg
BS (Finance)
1992-1997
North Penn High School
St. Rose of Lima
Matthew O'Brien Skills
Alternative Investments
Leadership
Consultative Selling
Business Intelligence Projects
Portfolio Management
Cross Selling
Business Development
Investments
Business Analysis
Agile Methodologies
Finance
Financial Services
Equities
Mutual Funds
P&l Management
Asset Management
Marketing
Cross Functional Team Leadership
Product Management
Financial Analysis
SaaS
Management
Matthew O'Brien Summary
Matthew O'Brien, based in Berwyn, PA, US, is currently a Head of Sales and Relationship Management North America - Private Equity Segment at FIS. Matthew O'Brien brings experience from previous roles at FIS and SEI. Matthew O'Brien holds a 1992 - 1997 BS in Finance @ Commonwealth University-Bloomsburg. With a robust skill set that includes Alternative Investments, Leadership, Consultative Selling, Business Intelligence Projects, Portfolio Management and more. Matthew O'Brien has 2 emails and 3 mobile phone numbers on RocketReach.
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