Christopher I. O'Brien, Chfc®, J.D., Ll.M.

Christopher I. O'Brien, Chfc®, J.D., Ll.M. Email and Phone Number

Managing Director - Investments, Senior PIM Portfolio Manager, Senior Financial Advisor @ Burlington, IA, US
Burlington, IA, US
Christopher I. O'Brien, Chfc®, J.D., Ll.M.'s Location
Greater Burlington Area, United States
Christopher I. O'Brien, Chfc®, J.D., Ll.M.'s Contact Details

Christopher I. O'Brien, Chfc®, J.D., Ll.M. work email

Christopher I. O'Brien, Chfc®, J.D., Ll.M. personal email

About Christopher I. O'Brien, Chfc®, J.D., Ll.M.

Christopher I. O'Brien, Chfc®, J.D., Ll.M. is a Managing Director - Investments, Senior PIM Portfolio Manager, Senior Financial Advisor at Green Mountain Wealth Management Group of Wells Fargo Advisors. He possess expertise in financial services, wealth management, investments.

Christopher I. O'Brien, Chfc®, J.D., Ll.M.'s Current Company Details
Green Mountain Wealth Management Group of Wells Fargo Advisors

Green Mountain Wealth Management Group Of Wells Fargo Advisors

Managing Director - Investments, Senior PIM Portfolio Manager, Senior Financial Advisor
Burlington, IA, US
Christopher I. O'Brien, Chfc®, J.D., Ll.M. Work Experience Details
  • Green Mountain Wealth Management Group Of Wells Fargo Advisors
    Managing Director - Investments, Senior Pim Portfolio Manager, Senior Financial Advisor
    Green Mountain Wealth Management Group Of Wells Fargo Advisors
    Burlington, Ia, Us
  • Green Mountain Wealth Management Group Of Wells Fargo Advisors
    Managing Director - Investments
    Green Mountain Wealth Management Group Of Wells Fargo Advisors Oct 2020 - Present
    Burlington, Vt
    I can be reached in the office at: (802) 864-2675, or christopher.obrien2@wellsfargoadvisors.com.My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity. I look forward to extending my services to you and your family.
  • Ubs Financial Services, Inc.
    Sr. Vice President - Investments; Sr. Portfolio Manager (Pmp); Financial Advisor
    Ubs Financial Services, Inc. 2008 - Oct 2020
    Burlington, Vt
    View
  • Morgan Stanley
    Wealth Advisor
    Morgan Stanley 2003 - 2008
    Burlington, Vt
    View
  • Murphy, Hesse, Toomey & Lehane, Llp
    Tax Attorney
    Murphy, Hesse, Toomey & Lehane, Llp 2002 - 2003
    Boston, Ma
    View
  • Deloitte & Touche, Llp
    Tax Manager
    Deloitte & Touche, Llp 1996 - 2002
    Boston, Ma
    View

Christopher I. O'Brien, Chfc®, J.D., Ll.M. Skills

Financial Services Wealth Management Investments

Christopher I. O'Brien, Chfc®, J.D., Ll.M. Education Details

Frequently Asked Questions about Christopher I. O'Brien, Chfc®, J.D., Ll.M.

What company does Christopher I. O'Brien, Chfc®, J.D., Ll.M. work for?

Christopher I. O'Brien, Chfc®, J.D., Ll.M. works for Green Mountain Wealth Management Group Of Wells Fargo Advisors

What is Christopher I. O'Brien, Chfc®, J.D., Ll.M.'s role at the current company?

Christopher I. O'Brien, Chfc®, J.D., Ll.M.'s current role is Managing Director - Investments, Senior PIM Portfolio Manager, Senior Financial Advisor.

What is Christopher I. O'Brien, Chfc®, J.D., Ll.M.'s email address?

Christopher I. O'Brien, Chfc®, J.D., Ll.M.'s email address is ch****@****ail.com

What schools did Christopher I. O'Brien, Chfc®, J.D., Ll.M. attend?

Christopher I. O'Brien, Chfc®, J.D., Ll.M. attended Boston University School Of Law, Syracuse University College Of Law, University Of Vermont.

What skills is Christopher I. O'Brien, Chfc®, J.D., Ll.M. known for?

Christopher I. O'Brien, Chfc®, J.D., Ll.M. has skills like Financial Services, Wealth Management, Investments.

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