Michael O'Bar Email & Phone Number
Senior Retirement Service Consultant @ Ascensus
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Michael O'Bar Location
- Kansas City, MO, US
Michael O'Bar Work
- Senior Retirement Service Consultant @ (February 2019 - Present)
- Client Relations Consultant @ (March 2017 - July 2018)
- Plan Services Consultant III @ One America Retirement Services, formerly BMO Retirement Services (February 2010 - November 2016)
- Client Service Manager @ (January 2000 - February 2010)
- Senior Business Analyst @ (July 1998 - January 2000)
- Trust Officer @ Mercantile Bank of St. Louis (March 1996 - July 1998)
- Assistant Trust Officer @ (September 1990 - March 1996)
Michael O'Bar Education
- Rockhurst University
Bachelor of Science Business Administration (Business Administration and Management)
1981-1985
Michael O'Bar Skills
- Financial Services
- Retirement Planning
- Mutual Funds
- Investments
- Wealth Management
- Retirement
- Strategic Financial Planning
- Portfolio Management
- Relationship Management
- Banking
- 401k
- Series 7
- Credit
- Pensions
- Asset Management
- • Cultivated relationships and acted as a Liaison between company and customer/c
- Defined Benefit Plans
- Client Relationship Management
- Defined Contribution Plans
- Strategy
- Conversion Consulting
- 401k Retirement Savings Plans
- Strategic Planning
- Non Qualified Plans
- Retirement Plan Administration
- Finance
- Leadership
- 401 Retirement Savings Plans
Michael O'Bar Summary
- Michael O'Bar, based in Kansas City, MO, US, is currently a Senior Retirement Service Consultant at Ascensus. Michael O'Bar brings experience from previous roles at DST Research, Analytics, and Consulting, One America Retirement Services, formerly BMO Retirement Services, J.P. Morgan Retirement Plan Services and DST Systems. Michael O'Bar holds a 1981 - 1985 Bachelor of Science Business Administration in Business Administration and Management @ Rockhurst University. With a robust skill set that includes Financial Services, Retirement Planning, Mutual Funds, Investments, Wealth Management and more. Michael O'Bar has 2 emails and 2 mobile phone numbers on RocketReach.
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