2023 -
2024 Senior Advisor to Sumridge Partners @ SumRidge Partners a Division of Raymond James
2022 -
2023 Senior Managing Director @ SumRidge Partners a Division of Raymond James
2010 -
2022 Co-Founder and Chief Executive Officer @
2008 -
2010 Managing Director- Co-head MSSB Capital Markets @
now Managing Director @
2007 -
2010 Risk Committee @ Morgan Stanley
2009 -
2010 Management Committee @ MSSB
Tom O'Brien Education
Fordham Gabelli School of Business
MBA (Econ/fin)
1994
-
1995
University of Scranton
BS (Economics/Finance)
1982
-
1986
Tom O'Brien Skills
Leadership
Entrepreneurship
Mergers and Acquisitions
Marketing Strategy
Basel II
Portfolio Management
Tom O'Brien Summary
Tom O'Brien, based in Bernards, NJ, US, is currently a Managing Director at Morgan Stanley Smith Barney. Tom O'Brien brings experience from previous roles at SumRidge Partners a Division of Raymond James, SumRidge Partners and Morgan Stanley Smith Barney. Tom O'Brien holds a 1994 - 1995 MBA in Econ/fin @ Fordham Gabelli School of Business. With a robust skill set that includes Leadership, Entrepreneurship, Mergers and Acquisitions, Marketing Strategy, Basel II and more. Tom O'Brien has 1 emails on RocketReach.
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