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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 @ Delaware Investments Member of Lincoln Financial Group (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
Agile Methodologies
Alternative Investments
Asset Management
Business Analysis
Business Development
Business Intelligence Projects
Consultative Selling
Cross Selling
Cross-functional Team Leadership
Equities
Finance
Financial Analysis
Financial Services
Investments
Leadership
Management
Marketing
Mutual Funds
P&L Management
Portfolio Management
Product Management
SaaS
Cross Functional Team Leadership
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 Agile Methodologies, Alternative Investments, Asset Management, Business Analysis, Business Development and more. Matthew O'Brien has 2 emails and 3 mobile phone numbers on RocketReach.
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