William O'Brien Location
Philadelphia, PA, US
William O'Brien Work
- 2018 - now Associate Vice President - Investments @ Wells Fargo Advisors
- 2008 - 2018 Financial Advisor @ Morgan Stanley
- 1998 - 2008 Financial Advisor @ Wachovia Securities Financial Network
William O'Brien Education
- Drexel University
BS (Business Administration)
1988 - 1993 - Monsignor Bonner
(General)
1984 - 1988
William O'Brien Skills
- Microsoft Office
- Financial Analysis
- Financial Reporting
- Management
- Research
- Microsoft Excel
- Project Management
- Retirement Planning
- Wealth Management
- Mutual Funds
William O'Brien Summary
William O'Brien, based in Philadelphia, PA, US, is currently a Associate Vice President - Investments at Wells Fargo Advisors. William O'Brien brings experience from previous roles at Morgan Stanley and Wachovia Securities Financial Network. William O'Brien holds a 1988 - 1993 BS in Business Administration @ Drexel University. With a robust skill set that includes Microsoft Office, Financial Analysis, Financial Reporting, Management, Research and more.
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