Seamus Obrien Email & Phone Number
Head of Advisor Success @ Summit Wealth Group
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Seamus Obrien Location
- Philadelphia, PA, US
Seamus Obrien Work
- Head of Advisor Success @ (January 2026 - Present)
- Business Development Director – RIA Experience @ (June 2022 - January 2026)
- Vice President- Relationship Management, Wealth Solutions @ (September 2015 - June 2022)
- Vice President- Manager of Client Service, Managed Account Solutions @ (February 2015 - September 2015)
- Vice President- Relationship Manager, Managed Account Solutions @ (June 2011 - February 2015)
- Assistant Vice President- Key Accounts, Lockwood Advisors @ (April 2008 - June 2011)
- Regional Director @ (January 2004 - April 2008)
- Sales Coordinator @ Brinker Capital (January 2002 - January 2004)
- Trade Assistant @ (January 2001 - January 2002)
- Client Service Representative @ (January 2000 - January 2001)
Seamus Obrien Education
- Villanova University
BA (Communications, Psychology)
1995-1999 - Monsignor Bonner High School 1991-1995
Seamus Obrien Skills
- Business Development
- Managed Money
- Investment Advisory Services
- Investment Advisory
- Investment Management
- Consultative Selling
- Series 7
- Series 63
- Series 65
- Selling
- Wealth Management
- Investments
- Investment Strategies
- Separately Managed Accounts
- Unified Managed Accounts
- Rep Directed Programs
- Mutual Fund WRAP
- Relationship Management
- Mutual Funds
- Financial Services
- Trading
- Financial Advisory
- Sales
- Finance
- Securities
- Asset Management
- Financial Planning
- Strategy
- Finra
- Investment Management Industry
- Key Account
Seamus Obrien Summary
- Seamus Obrien, based in Philadelphia, PA, US, is currently a Head of Advisor Success at Summit Wealth Group. Seamus Obrien brings experience from previous roles at SEI and BNY Mellon | Pershing. Seamus Obrien holds a 1995 - 1999 BA in Communications, Psychology @ Villanova University. With a robust skill set that includes Business Development, Managed Money, Investment Advisory Services, Investment Advisory, Investment Management and more. Seamus Obrien has 2 emails and 2 mobile phone numbers on RocketReach.
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