Michael O'Brien Email & Phone Number
Managing Partner and Director of National Sales @ Stratos Wealth
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Michael O'Brien Location
- New York, NY, US
Michael O'Brien Work
- Managing Partner and Director of National Sales @ (January 2019 - Present)
- Managing Director @ (January 2016 - January 2019)
- MetLife Premier Client Group @ (January 2006 - January 2016)
- Assistant Vice President @ (January 1999 - January 2006)
- Analyst @ (January 1997 - January 1999)
- Registered Financial Services Representative @ Dreyfus BNY Mellon Funds Inc (January 1995 - January 1997)
Michael O'Brien Education
- The Wharton School
Executive Education - Retirement Planning
2005-2006 - Fordham University
Bachelor of Arts - BA
- Chaminade High School
Activities and societies: Swimming (Wrestling, Baseball)
- The American College of Financial Services
CFP (CASL)
Michael O'Brien Skills
- Business Development
- Coaching
- Financial Services
- Fixed Annuities
- Insurance
- Investments
- Leadership
- Life Insurance
- Marketing Communications
- Mutual Funds
- Program Management
- Retirement
- Retirement Planning
- Sales
- Small Business
- Strategic Financial Planning
- Strategic Planning
- Strategy
- Wealth Management
- Talent Acquisition
- Account Management
- Series 7
- Series 63
- Microsoft Office
- Series 6
- Public Speaking
- Microsoft Excel
- Training
- Business Analysis
Michael O'Brien Summary
- Michael O'Brien, based in New York, NY, US, is currently a Managing Partner and Director of National Sales at STRATOS. Michael O'Brien brings experience from previous roles at STRATOS, MetLife, AXA Advisors | Private Wealth Group and American International Group. Michael O'Brien holds a 2005 - 2006 Executive Education - Retirement Planning @ The Wharton School. With a robust skill set that includes Business Development, Coaching, Financial Services, Fixed Annuities, Insurance and more. Michael O'Brien has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Stratos Wealth Employees
Michael O'Brien
Managing Partner and Director of National Sales
New York, NY, US
Charles Shapiro
Founding Partner, CDO
Reno, NV, US
Terrence McKelvey
Partner and Wealth Advisor
Beverly Hills, CA, US
Christopher Crpc
Founding Partner
Columbus, OH, US
Jim Lupica
Managing Partner, Founding Partner
Akron, OH, US
Kathryn Louttit
Chief Compliance Officer and Legal Counsel
Brecksville, OH, US
Samuel Lupica
Founding Partner and Wealth Advisor
Akron, OH, US
Sean Laughlin
Managing Director
New Orleans, LA, US
Sharon Barton
Partner - Wealth Advisor
Scottsdale, AZ, US
Bobbie Meola
Managing Partner
Scottsdale, AZ, US
Nina Hajjar
Partner and Wealth Advisor
Los Angeles, CA, US
Bruce Lindvig
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