P. O'Brien Email & Phone Number
Managing Director - Investment Officer @ Wells Fargo Advisors
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P. O'Brien Location
- Boston, MA, US
P. O'Brien Work
- 1985 -now Managing Director - Investment Officer @
- 1985 -2006 VP-Investments @ AG Edwards
P. O'Brien Education
- College of Financial Planning
CFP®
1994-1996 - University of New Hampshire - Whittemore School of Business and Economics
BS (Business Administration)
1980-1985
P. O'Brien Skills
- 401k Options
- Retirement
- Retirement Planning
- Financial Advisory
- Asset Allocation
- Mutual Funds
- Investments
- Securities
- Investment Strategies
- Alternative Investments
- Bonds
- ETFs
- Retirement Income Strategies
- IRAs
- Wealth-Preservation Planning
P. O'Brien Summary
- P. O'Brien, based in Boston, MA, US, is currently a Managing Director - Investment Officer at Wells Fargo Advisors. P. O'Brien brings experience from previous roles at AG Edwards. P. O'Brien holds a 1994 - 1996 CFP® @ College of Financial Planning. With a robust skill set that includes 401k Options, Retirement, Retirement Planning, Financial Advisory, Asset Allocation and more. P. O'Brien has 2 emails and 1 mobile phone numbers on RocketReach.
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