Brian O'Leary, Ricp® Email and Phone Number
Brian O'Leary, Ricp® work email
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Brian O'Leary, Ricp® personal email
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.
Semper Financial Group, Llc
View- Website:
- semperfig.com
- Employees:
- 1
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Principal And Financial AdvisorSemper Financial Group, LlcBridgewater, Ma, Us -
Principal / Financial AdvisorSemper Financial Group, Llc Jun 2017 - PresentBridgewater, Ma, UsWe 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 -
PartnerNylife Securities Llc Nov 2014 - Jun 2017My 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®.” -
Financial Services ProfessionalNylife Securities Llc Sep 2010 - Nov 2014I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. -
Client Services Manager / TrainerIndymac Bank / American Home Bank 2006 - 2010
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Assistant ManagerAmerican Home Mortgage 2003 - 2006Us -
Associate ManagerFairbank Mortgage 1990 - 1994
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Mortarman / Infantry / Squad LeaderUs Marine Corps Jun 1986 - Apr 1990Washington, 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
Brian O'Leary, Ricp® Education Details
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New England CollegeGeneral -
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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