Meghan O'Brien Email & Phone Number
VP - Wealth Planner @ Fidelity Investments
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Meghan O'Brien Location
- United States
Meghan O'Brien Work
- VP - Wealth Planner @ (January 2024 - Present)
- VP - Financial Consultant @ Charles Schwab (January 2019 - January 2024)
- Financial Consultant Partner @ Charles Schwab & CO (May 2017 - January 2019)
- Specialist, High Net Worth Representative @ Charles Schwab & Co (January 2016 - May 2017)
- Associate, Brokerage Service Rep @ Charles Schwab & Co (June 2015 - January 2016)
- Financial Services Intern @ Charles Schwab & Co (June 2014 - August 2014)
- Real Estate Intern @ Marcus Home Team (May 2012 - January 2013)
Meghan O'Brien Education
- Colorado Mesa University
BA Business Administration (Business, Finance)
2012-2015
Meghan O'Brien Skills
- Wealth Management Services
Meghan O'Brien Summary
- Meghan O'Brien, based in United States, is currently a VP - Wealth Planner at Fidelity Investments. Meghan O'Brien brings experience from previous roles at Charles Schwab, Charles Schwab & CO and Charles Schwab & Co. Meghan O'Brien holds a 2012 - 2015 BA Business Administration in Business, Finance @ Colorado Mesa University. With a robust skill set that includes Wealth Management Services and more. Meghan O'Brien has 2 emails on RocketReach.
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