Shane O'Brien Email & Phone Number
Managing Director @ Janney Montgomery Scott LLC
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Shane O'Brien Location
- Hartford, CT, US
Shane O'Brien Work
- Managing Director @ (January 2026 - Present)
- Managing Director Wealth Management, Financial Advisor @ (May 2017 - March 2026)
- Financial Advisor @ Morgan Stanley | Wealth Management | Mystic Harbor Group (January 2015 - May 2017)
- Regional Vice President @ (January 2005 - January 2015)
Shane O'Brien Education
- Mount St Mary's College
Bachelor of Science (BS) (Business Administration and Management, General)
1987-1992
Shane O'Brien Skills
- Estate Planning
- Financial Advisory
- Financial Services
- Investments
- Mutual Funds
- Retirement Planning
- Wealth Management
Shane O'Brien Summary
- Shane O'Brien, based in Hartford, CT, US, is currently a Managing Director at Janney Montgomery Scott LLC. Shane O'Brien brings experience from previous roles at Janney Montgomery Scott LLC, Morgan Stanley | Wealth Management | Mystic Harbor Group and Prudential Financial. Shane O'Brien holds a 1987 - 1992 Bachelor of Science (BS) in Business Administration and Management, General @ Mount St Mary's College. With a robust skill set that includes Estate Planning, Financial Advisory, Financial Services, Investments, Mutual Funds and more. Shane O'Brien has 5 emails and 2 mobile phone numbers on RocketReach.
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