Michael O'Brien Location
- California, United States
Michael O'Brien Work
- 2011 - now Managing Director - Investments @ Wells Fargo Advisors
- 1998 - 2011 Senior Vice President - Investments @
Michael O'Brien Education
- Santa Clara University
MBA (Agri Busness)
1983 - University of California, Berkeley
Bachelor of Science (Forestry, Agricultural Economics)
1978
Michael O'Brien Skills
- 401 (k) Rollovers
- Asset Allocation
- Concentraded Stock Management
- Estate Investment Planning
- Financial Advisory
- Financial Analysis
- Multigenerational Wealth Planning
- Retirement Planning
- Tax-Efficient Strategies
- Wealth- Preservation Planning
- Strategic Planning
- Stock Analysis
- Securities
- Leadership
- Wealth Preservation Planning
- Institutional
- Investments
- Strategy
- Financial Services
- Microsoft Office
- Microsoft Excel
- 401 K Rollovers
- Customer Service
- Tax Efficient Strategies
- Services
- Calypso
- Money Market
- Credit Derivatives
- Interest Rate Derivatives
- Back Office
- FX
- Trading Systems
- Equity Derivatives
- Derivatives
- Fixed Income
- Investment Banking
- Options
- Bonds
- Business Analysis
- Unix
- SQL
- Java
- XML
- Middle Office
- Swift
- Market Data
- FX Options
- Calypso Liquidity Module
- Calypso Fund Transfer Pricing
- Project Management
- Senior Business Analyst
- Business Planning
- Finance
- Risk Management
- Business Development
- Credit Risk
- Management
- Relationship Management
- High Yield
- Mezzanine
- Middle Market
- LBO
- Capital Markets
- Leveraged Finance
- Debt Restructuring
- Private Placements
- Credit Analysis
- Growth Capital
Michael O'Brien Summary
- Michael O'Brien, based in California, United States, is currently a Managing Director - Investments at Wells Fargo Advisors. Michael O'Brien brings experience from previous roles at UBS Financial Services, Inc.. Michael O'Brien holds a MBA in Agri Busness @ Santa Clara University. With a robust skill set that includes 401 (k) Rollovers, Asset Allocation, Concentraded Stock Management, Estate Investment Planning, Financial Advisory and more. Michael O'Brien has 3 emails and 1 mobile phone numbers on RocketReach.
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