Timothy O'Brien Email & Phone Number
Senior Vice President and Portfolio Manager @ Wealth Enhancement Group
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Timothy O'Brien Location
- Madison, WI, US
Timothy O'Brien Work
- 2021 -now Senior Vice President and Portfolio Manager @
- 2011 -now Principal, Portfolio Manager @
- 1998 -2011 Director of Reseach, Portfolio Manager @
Timothy O'Brien Education
- University of Chicago
Master of Business Administration (M.B.A.) (Accounting and Finance)
1994-1996 - Webster University
Masters of Arts (Business Administration)
1987-1988 - University of Notre Dame
Bachelor of Arts (B.A.) (Anthropology)
1977-1981
Timothy O'Brien Skills
- Air Force
- Personal Financial Planning
- Project Management
- Portfolio Management
- Strategy
- Investments
- Financial Analysis
Timothy O'Brien Summary
- Timothy O'Brien, based in Madison, WI, US, is currently a Senior Vice President and Portfolio Manager at Wealth Enhancement Group. Timothy O'Brien brings experience from previous roles at SVA Wealth Management and Wisconsin Capital Management. Timothy O'Brien holds a 1994 - 1996 Master of Business Administration (M.B.A.) in Accounting and Finance @ University of Chicago. With a robust skill set that includes Air Force, Personal Financial Planning, Project Management, Portfolio Management, Strategy and more. Timothy O'Brien has 2 emails and 5 mobile phone numbers on RocketReach.
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