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
- 2026 -now Head of Advisor Success @
- 2022 -2026 Business Development Director – RIA Experience @
- 2015 -2022 Vice President- Relationship Management, Wealth Solutions @
- 2015 -2015 Vice President- Manager of Client Service, Managed Account Solutions @
- 2011 -2015 Vice President- Relationship Manager, Managed Account Solutions @
- 2008 -2011 Assistant Vice President- Key Accounts, Lockwood Advisors @
- 2004 -2008 Regional Director @
- 2002 -2004 Sales Coordinator @
- 2001 -2002 Trade Assistant @
- 2000 -2001 Client Service Representative @
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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