S. O'Brien Email
Investment Associate, AVP @ Citi
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S. O'Brien Location
- Dallas, TX, US
S. O'Brien Work
- Investment Associate, AVP @ (June 2025 - Present)
- Private Banking Analyst @ (July 2023 - June 2025)
- Research Analyst @ (July 2022 - June 2023)
- Middle Market Banking Summer Analyst @ Texas Capital Bank (May 2022 - July 2022)
- Data Analytics Intern @ (June 2021 - August 2021)
- Revenue Management Intern @ AIM Trials Research Clinic (December 2020 - June 2021)
S. O'Brien Education
- Texas McCombs School of Business
Bachelor's degree (Finance: Investment Management and Banking w/ a Certificate in Wealth Management)
2019-2023
S. O'Brien Skills
- Company Analysis
- Connectivity
- Process Improvement
- Cold Calling
- Credit Risk
- SalesForce
- Accounting
- SQL
- Finance
- Team Leadership
- Interpersonal Communication
- Emotional Intelligence
- Financial Statement Analysis
- Executive Development
- Social Change
- Marketing for Social Profit
- Teamwork
- Financial Analysis
- Leadership
- Financial Reporting
- Sales
- Analytical Skills
- Business Valuation
- DCF Valuation
- Wealth Management Services
- Fund Analysis
- Investment Management
- Risk Analysis
S. O'Brien Summary
- S. O'Brien, based in Dallas, TX, US, is currently a Investment Associate, AVP at Citi. S. O'Brien brings experience from previous roles at Citi, Shedd Capital, LLC, Texas Capital Bank and 7-Eleven. S. O'Brien holds a 2019 - 2023 Bachelor's degree in Finance: Investment Management and Banking w/ a Certificate in Wealth Management @ Texas McCombs School of Business. With a robust skill set that includes Company Analysis, Connectivity, Process Improvement, Cold Calling, Credit Risk and more. S. O'Brien has 1 emails on RocketReach.
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