Tom O'Brien Email & Phone Number
Partner, Financial Advisor @ Vantage Wealth Management, LLC
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Tom O'Brien Location
- California, United States
Tom O'Brien Work
- 2020 -now Partner, Financial Advisor @
Tom O'Brien Education
- Thunderbird School of Global Management
MBA (International Business Management)
2004-2005 - UC Santa Barbara
BA (Global Studies)
1999-2003 - Half Moon Bay High School
Diploma (General)
1995-1999 - West Mercer Elementary 1986-1991
Tom O'Brien Skills
- Asset Management
- Investment Advisory
- Wealth Management
- Mutual Funds
- Investment Strategies
- Series 7
- Retirement
- 401k
- Portfolio Management
- Estate Planning
- Investment Management
- Asset Allocation
- Leadership
- Management
- Financial Reporting
- Microsoft Excel
- Accounting
- Customer Service
- Sales
- Credit
- Commercial Banking
- Banking
- Consumer Lending
- Commercial Lending
- Financial Analysis
- Credit Analysis
- Finance
- Treasury Management
- Investments
- Lines of Credit
- Risk Management
- Commercial Mortgages
- Relationship Management
- Business Relationship Management
- New Business Development
- Business Strategy
- Underwriting
- Cash Management
- Loan Origination
- Insurance
- Team Building
- Strategic Planning
- Emotional Intelligence
- Asset Based Lending
- SBA
- Capital Markets
- AML
- Cash Flow
- Investment Banking
- Workout
- Commercial Real Estate
- Real Estate Economics
- Financial Statement Analysis
- Financial Modeling
- Cash Flow Lending
- Commercial Finance
Tom O'Brien Summary
- Tom O'Brien, based in California, United States, is currently a Partner, Financial Advisor at Vantage Wealth Management, LLC. Tom O'Brien holds a 2004 - 2005 MBA in International Business Management @ Thunderbird School of Global Management. With a robust skill set that includes Asset Management, Investment Advisory, Wealth Management, Mutual Funds, Investment Strategies and more. Tom O'Brien has 3 emails and 3 mobile phone numbers on RocketReach.
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