Tom O'Brien Email & Phone Number
Partner, Financial Advisor @ Vantage Wealth Management, LLC
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Tom O'Brien Location
- California, United States
Tom O'Brien Work
- Partner, Financial Advisor @ (July 2020 - Present)
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.
Looking for a different Tom O'Brien?
Find contact details for 700 million professionals.
Others Named Tom O'Brien
Tom O'Brien
President
New York, NY, US
Tom O'Brien
Chief Operating Officer
California, United States
Tom O'Brien
Vice President - Controller
St. Louis, MO, US
Tom O'Brien
Founder and Senior Partner
Charleston, SC, US
Tom O'Brien
Founder and CEO
County Cork, Ireland
Tom O'Brien
Chief Operating Officer
Orlando, FL, US
Tom O'Brien
President
Morehead City, NC, US
Top Vantage Wealth Management, LLC Employees
Tom O'Brien
Partner, Financial Advisor
California, United States
John Lee
Managing Partner, Financial Advisor
Santa Rosa, CA, US
Paula Aquino
Client Services Specialist
San Mateo, CA, US
Xavier Maldonado Gil
CERTIFIED FINANCIAL PLANNER(TM) President
San Diego, CA, US
David Fernelius
Managing Partner, Financial Advisor
San Mateo, CA, US
Sarah Kardavani
Director Of Operations
California, United States
Mitone Griffiths
Financial Advisor
San Mateo, CA, US
Brandy Navarro
Managing Partner
San Mateo, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co