Robert O'Brien Email & Phone Number

Senior Vice President and Senior Portfolio Manager @ Merrill Lynch

5 free lookup(s).

Robert O'Brien Location

Cincinnati, OH, US

Robert O'Brien Work

2023 - now Senior Vice President and Senior Portfolio Manager @ Merrill Lynch
2016 - now Development Board - Department of Intercollegiate Athletics @ Miami University

Robert O'Brien Education

Boston University
(Financial Planning)
2011 - 2014
The CFA Institute
(Code of Ethics & Standards of Professional Conduct)
2010 - 2010
Miami University
Bachelor of Science

Upper Arlington High School

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Robert O'Brien Skills

Retirement Planning
Wealth Management
Social Security Income Planning

Retirement Income Strategies
Concentrated Stock Positions
Tax Efficient Investing
Retirement Plan Consulting
Executive Compensation
Stock Options
Portfolio Management

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Robert O'Brien Summary

Robert O'Brien, based in Cincinnati, OH, US, is currently a Senior Vice President and Senior Portfolio Manager at Merrill Lynch. Robert O'Brien brings experience from previous roles at Miami University. Robert O'Brien holds a 2011 - 2014 Boston University. With a robust skill set that includes Retirement Planning, Wealth Management, Social Security Income Planning, Retirement Income Strategies, Concentrated Stock Positions and more. Robert O'Brien has 3 emails and 2 mobile phone numbers on RocketReach.

Robert O'Brien Emails

Found 3 emails

Robert O'Brien Phone Numbers

Found 6 phone numbers

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Others Named Robert O'Brien

Robert O'Brien Sr.

Founder at Robo-Fit, LLC.

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Robert O'Brien

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Robert O'Brien

CEO at Blue Tree Publishing inc.

Edmonds, WA, US
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Robert O'Brien

Volunteer Staff at https://www.lukiwe.com/, https://hopefornica.org/, https://toahnipi.org/

Milford, NH, US
1
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