Bachelor of Arts (B.A.) (Economics and Buisness Administration)
1975
-
1979
International Studies University of Copenhagen, Denmark 1977
-
1977
Arizona State University
Peter O'Brien Skills
Wealth Management
Investments
Retirement Planning
Financial Services
Retirement
Asset Allocation
Portfolio Management
Mutual Funds
Finance
Wealth
Investment Strategies
Risk Management
Uniform Combined State Law
Small Business
Options
Investment Management
Investment Advisory
Series 63
Fixed Income
Securities
Asset Management
Banking
Wealth Management Services
Equities
Series 7
Strategic Financial Planning
Financial Advisory
Bonds
Alternative Investments
Series 65
Relationship Management
Mergers & Acquisitions
Fixed Annuities
FINRA
ETFs
401k
Hedge Funds
Estate Planning
High Net Worth Individuals
Pensions
IRAs
Leadership
Microsoft Office
Insurance
Team Building
Strategy
Sales Management
Mergers and Acquisitions
Peter O'Brien Summary
Peter O'Brien, based in Yorba Linda, CA, US, is currently a Founder and Wealth Manager at Ambassador Wealth Management, LLC. Peter O'Brien brings experience from previous roles at Wells Fargo Advisors, Bank of America and AllianceBernstein. Peter O'Brien holds a 1975 - 1979 Bachelor of Arts (B.A.) in Economics and Buisness Administration @ Whittier College. With a robust skill set that includes Wealth Management, Investments, Retirement Planning, Financial Services, Retirement and more. Peter O'Brien has 1 emails and 1 mobile phone numbers on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.