Brian O'Leary, Ricp®

Brian O'Leary, Ricp® Email and Phone Number

Principal and Financial Advisor @ Semper Financial Group, LLC
Bridgewater, MA, US
Brian O'Leary, Ricp®'s Location
Plymouth County, Massachusetts, United States, United States
Brian O'Leary, Ricp®'s Contact Details

Brian O'Leary, Ricp® work email

Brian O'Leary, Ricp® personal email

n/a
About Brian O'Leary, Ricp®

We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. I am an Registered Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies.Additionally, I am a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. I am a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company.201 Jones Road5th FloorWaltham, MA 02451781-647-4100I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither Semper Financial Group, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Semper Financial Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates.

Brian O'Leary, Ricp®'s Current Company Details
Semper Financial Group, LLC

Semper Financial Group, Llc

View
Principal and Financial Advisor
Bridgewater, MA, US
Website:
semperfig.com
Employees:
1
Brian O'Leary, Ricp® Work Experience Details
  • Semper Financial Group, Llc
    Principal And Financial Advisor
    Semper Financial Group, Llc
    Bridgewater, Ma, Us
  • Semper Financial Group, Llc
    Principal / Financial Advisor
    Semper Financial Group, Llc Jun 2017 - Present
    Bridgewater, Ma, Us
    We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. I am a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company.201 Jones Road5th FloorWaltham, MA 02451781-647-4100I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither Semper Financial Group, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Semper Financial Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates
  • Nylife Securities Llc
    Partner
    Nylife Securities Llc Nov 2014 - Jun 2017
    My overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face. My expertise includes recruiting within the financial services industry, with the focus on attracting, hiring, and retaining outstanding individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills. By staying true to the principles of prudent expansion, conservative growth, full service, and, above all, a strong field force, New York Life Insurance Company will maintain and enhance its reputation as the “The Company You Keep®.”
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc Sep 2010 - Nov 2014
    I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
  • Indymac Bank / American Home Bank
    Client Services Manager / Trainer
    Indymac Bank / American Home Bank 2006 - 2010
  • American Home Mortgage
    Assistant Manager
    American Home Mortgage 2003 - 2006
    Us
  • Fairbank Mortgage
    Associate Manager
    Fairbank Mortgage 1990 - 1994
  • Us Marine Corps
    Mortarman / Infantry / Squad Leader
    Us Marine Corps Jun 1986 - Apr 1990
    Washington, Dc, Us
    • Honorably Discharged at the rank of Lance Corporal• U.S. Government Secret Security Clearance• Awarded the Marine Corps Expeditionary Medal and Armed Forces Expeditionary Medal for combat deployment during the US Invasion of Panama• Conducted foot patrols, vehicle patrols and checkpoint security positions during Operation Just Cause and Operation Promote Liberty.• Responsible for the safety, well-being and training of a 5 person 81MM Mortar Squad as well as $millions of government property and weapons.• Received Meritorious Mast for personal performance beyond the usual requirements of duty.• 4th Award Rifle Expert Badge, Pistol Expert, Sea Service Ribbon.

Brian O'Leary, Ricp® Skills

Leadership Financial Services Finance Management Insurance Marketing Strategy Retirement Retirement Planning Investments Securities Problem Solving Team Building Social Networking Small Business Life Insurance Estate Planning Teamwork Business Strategy Business Development Hiring Recruiting Interviewing Skills Mentoring New Business Development Sales Management 401k Rollovers Buy Sell Agreements Iras Coaching Job Coaching Wealth Ira Rollovers Life Insurance Strategies Personal Finance Wealth Preservation Planning Wealth Transfer Strategies Business Networking Career Development Financial Recruiting Marketing Management Sales Force Development Talent Acquisition Legacy Planning Performance Consulting Training Business Planning

Brian O'Leary, Ricp® Education Details

  • New England College
    New England College
    General
  • Catholic Memorial School
    Catholic Memorial School

Frequently Asked Questions about Brian O'Leary, Ricp®

What company does Brian O'Leary, Ricp® work for?

Brian O'Leary, Ricp® works for Semper Financial Group, Llc

What is Brian O'Leary, Ricp®'s role at the current company?

Brian O'Leary, Ricp®'s current role is Principal and Financial Advisor.

What is Brian O'Leary, Ricp®'s email address?

Brian O'Leary, Ricp®'s email address is bo****@****ife.com

What schools did Brian O'Leary, Ricp® attend?

Brian O'Leary, Ricp® attended New England College, Catholic Memorial School.

What are some of Brian O'Leary, Ricp®'s interests?

Brian O'Leary, Ricp® has interest in Children.

What skills is Brian O'Leary, Ricp® known for?

Brian O'Leary, Ricp® has skills like Leadership, Financial Services, Finance, Management, Insurance, Marketing, Strategy, Retirement, Retirement Planning, Investments, Securities, Problem Solving.

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