Paula O'Brien Email
Portfolio Manager, Associate Investment Advisor @ Richardson Wealth
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Paula O'Brien Location
- Ottawa, ON, CA
Paula O'Brien Work
- 2023 -now Portfolio Manager, Associate Investment Advisor @
- 2006 -2023 Director, Wealth Management, Portfolio Manager, Investment Advisor @
- 2002 -2006 Vice President, Investment Advisor @
- 2000 -2002 Vice President, Investment Advisor @
- 1998 -1999 Investment Advisor @ Midland Walwyn
- 1990 -1997 Management Consultant @
- 1987 -1989 Auditor @
Paula O'Brien Education
- Carleton University
Bachelor of Commerce (BCom) (Honors, Finance and Accounting)
1983-1986 - Cornwall Collegiate & Vocational School (CCVS) 1979-1983
Paula O'Brien Skills
- Wealth Management
- ETFs
- Investment Strategies
- Investment Advisory
- Investments
- Tax
- High Net Worth Individuals
- Estate Planning
- Asset Allocation
- Mutual Funds
- Financial Services
- Tax Efficient Income and Wealth Transfer Strategies
- Investor Education
- Estate and Legacy Planning
- Retirement Planning
- Entrepreneurial Complexities
- Life Insurance
- Critical Illness Insurance
- Long Term Care Insurance
- Group Benefits Plans
- Wealth
- Securities
- Investment Management
- Wealth Management Services
- Insurance
- Financial Advisory
- Finance
- Portfolio Management
- Strategic Financial Planning
- Equities
- Critical Illness
- Investment Education
- Asset Management
- Alternative Investments
- Retirement
- Financial Planners
- Hedge Funds
- Options
- Wealth Accumulation
- Fixed Income
- Bonds
- Trading
- Financial Markets
- Derivatives
- Risk Management
- Capital Markets
- Private Equity
- Series 7
- Financial Modeling
- Relationship Management
- GMP
- Income
Paula O'Brien Summary
- Paula O'Brien, based in Ottawa, ON, CA, is currently a Portfolio Manager, Associate Investment Advisor at Richardson Wealth. Paula O'Brien brings experience from previous roles at Richardson Wealth, CIBC Wood Gundy, Merrill Lynch and Midland Walwyn. Paula O'Brien holds a 1983 - 1986 Bachelor of Commerce (BCom) in Honors, Finance and Accounting @ Carleton University. With a robust skill set that includes Wealth Management, ETFs, Investment Strategies, Investment Advisory, Investments and more. Paula O'Brien has 1 emails on RocketReach.
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