S. O'Brien Location
- Texas, United States
S. O'Brien Work
- 2025 - now Investment Associate, AVP @
- 2023 - 2025 Private Banking Analyst @
- 2022 - 2023 Research Analyst @
- 2022 - 2022 Middle Market Banking Summer Analyst @
- 2021 - 2021 Data Analytics Intern @
- 2020 - 2021 Revenue Management Specialist @ AIM Trials Research Clinic
S. O'Brien Education
- The University of Texas at Austin - Red 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
S. O'Brien Summary
- S. O'Brien, based in Texas, United States, 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 @ The University of Texas at Austin - Red 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 3 emails on RocketReach.
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