Robert O'Brien Email & Phone Number
Senior Vice President and Senior Portfolio Manager @ Merrill Lynch
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Robert O'Brien Location
- Cincinnati, OH, US
Robert O'Brien Work
- 2010 -now Senior Vice President and Senior Portfolio Manager @
- 2017 -2022 Co-Leader Financial Advisor Development Program (FADP) @
- 2016 -2024 Development Board - Department of Intercollegiate Athletics @
- 2015 -2018 Richard T. Farmer School of Business, Advisory Committee @
- 2016 -2019 Leadership Council @
- 2006 -2010 Financial Advisor @
- 2005 -2008 Volunteer @
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 (Alpha Chapter of Phi Kappa Tau; Miami University Club Baseball Team; Miami University Student Foundation (MUSF))
- Upper Arlington High School
(Hockey and Baseball)
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
- Trust Management
- Annual Giving
- Team Building
- Board Experience
- Organizational Leadership
- Change Leadership
- Consultative Selling
- Miller Heiman
- Series 7
- Series 66
- Hedge Funds
- Private Equity
- Retirement Income
- Social Security Income
- Concentrated Stock
- Retirement Plan
- Services
- Organizational
- Integration
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 Merrill Lynch, Miami University and American Cancer Society. 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 2 emails and 1 mobile phone numbers on RocketReach.
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