Barry O'Brien

Barry O'Brien Email and Phone Number

Owner, O'Brien Asset Management LLC @
Barry O'Brien's Location
Eliot, Maine, United States, United States
Barry O'Brien's Contact Details

Barry O'Brien work email

Barry O'Brien personal email

n/a
About Barry O'Brien

Fee-only registered investment advisor and Certified Financial Planner®. Works one on one with individuals and their families in developing comprehensive financial and investment plans that cover all aspects of their lives from college funding and retirement planning through estate planning. Also works with small business owners opening up and monitoring company sponsored retirement plans such as 401Ks. A Certified Financial Planner who brings more than twenty years of investment banking experience to the relationship.Specialties: I specialize in 401K rollovers and retirement planning. I will guide you in converting a lifetime of savings into a sustainable retirement income.

Barry O'Brien's Current Company Details
O'Brien Asset Management LLC

O'Brien Asset Management Llc

Owner, O'Brien Asset Management LLC
Barry O'Brien Work Experience Details
  • O'Brien Asset Management Llc
    Owner
    O'Brien Asset Management Llc Sep 2007 - Present
  • Rosenthal Global Securities
    Proprietary Trader Of Us Fixed-Income Securities And Related Futures
    Rosenthal Global Securities 2004 - 2007
  • Mizuho Securities Inc
    Vice President
    Mizuho Securities Inc 1996 - 2004
  • Hsbc Securities Inc
    Vice President
    Hsbc Securities Inc 1992 - 1996

Barry O'Brien Skills

Retirement Planning Asset Management Financial Planning Investments Asset Managment Strategic Financial Planning Estate Planning Retirement Financial Advisory 401k Rollovers Personal Finance Portfolio Management Fixed Income

Barry O'Brien Education Details

Frequently Asked Questions about Barry O'Brien

What company does Barry O'Brien work for?

Barry O'Brien works for O'brien Asset Management Llc

What is Barry O'Brien's role at the current company?

Barry O'Brien's current role is Owner, O'Brien Asset Management LLC.

What is Barry O'Brien's email address?

Barry O'Brien's email address is ba****@****nam.com

What schools did Barry O'Brien attend?

Barry O'Brien attended Boston College, Merrimack College.

What skills is Barry O'Brien known for?

Barry O'Brien has skills like Retirement Planning, Asset Management, Financial Planning, Investments, Asset Managment, Strategic Financial Planning, Estate Planning, Retirement, Financial Advisory, 401k Rollovers, Personal Finance, Portfolio Management.

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