Rory O'Brien Email & Phone Number
Head Private Wealth Management @ Baker Tilly Digital
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Rory O'Brien Location
- Ireland
Rory O'Brien Work
- Head Private Wealth Management @ (September 2024 - Present)
- Senior Financial Advisor @ (February 2021 - October 2024)
- Senior Financial Advisor @ (June 2014 - February 2021)
- Property Finance Pension and Investments @ Orca Financial (January 2014 - February 2021)
- Senior Executive Financial Planner @ (November 2012 - December 2013)
- Private Equity, Investment Finance, Pension Transfers and Equity Investments @ (September 2011 - November 2012)
- Irish Pension Transfers and SIPP Investment @ (September 2011 - November 2012)
- Education Planning @ (September 2011 - November 2012)
- Senior Associate @ (March 2004 - August 2011)
- Mortgage Broker @ Money Matters (January 2000 - January 2001)
Rory O'Brien Education
- Dublin Business School 1996-1998
- DIT Mountjoy Square 1992-1994
- Tallaght Community School
Leaving Cert (Business)
1987-1992 - Scoil Aengus 1979-1988
Rory O'Brien Skills
- Client Relations
- Presentations
- Benefits Management
- Sales
- Life Insurance
- Individual Retirement Accounts (IRA)
- Critical Illness Insurance
- Employee Benefits
- Investments
- Equities
- Portfolio Management
- Mortgage
- Private Equity
- Hedge Funds
- Asset Management
- Wealth Management
- Mortgage Lending
- Funding
- Pensions
Rory O'Brien Summary
- Rory O'Brien, based in Ireland, is currently a Head Private Wealth Management at Baker Tilly. Rory O'Brien brings experience from previous roles at Clear Financial, Irish Pensions & Finance, Orca Financial and MoneyCoach.ie. Rory O'Brien holds a 1996 - 1998 Dublin Business School. With a robust skill set that includes Client Relations, Presentations, Benefits Management, Sales, Life Insurance and more. Rory O'Brien has 1 mobile phone numbers on RocketReach.
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