Daniel O'Brien

Daniel O'Brien Email and Phone Number

Manager @ First Republic
San Francisco, CA, US
Daniel O'Brien's Location
San Francisco, California, United States, United States
Daniel O'Brien's Contact Details
About Daniel O'Brien

I have a vast array of experience in several fields. I feel that my strongest ability is to be inserted into any position and learn how to operate quickly and efficiently. I have been in leadership roles in stressful military situations, worked with children in inner city schools, and traveled extensively throughout the world.

Daniel O'Brien's Current Company Details
First Republic

First Republic

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Manager
San Francisco, CA, US
Daniel O'Brien Work Experience Details
  • First Republic
    Manager
    First Republic
    San Francisco, Ca, Us
  • Red Top Electric
    Project Engineer
    Red Top Electric Jul 2023 - Present
    Livermore, California, Us
  • First Republic
    Manager
    First Republic Jan 2021 - Jul 2023
    San Francisco, Ca, Us
    - Lead a team of 6 bankers - Expertise in customer consumer loan types- Exceed sales quotas by utilizing consultative selling techniques and building long-term client relationships with high net worth individuals- Maintain and update office process reports on a regular basis
  • First Republic
    Private Banker
    First Republic Oct 2017 - Dec 2020
    San Francisco, Ca, Us
  • Santander Bank, N.A.
    Select Banker
    Santander Bank, N.A. Jun 2014 - Sep 2017
    Boston, Ma, Us
    • Consistently maintained a pace of exceeding quarterly quotas and goals• Managed a portfolio of high value clients valued at over 100 million dollars• Maintained an extremely high satisfaction level among new and existing customers• Established strong rapport with significant consumer and business clients to encourage long-term business• Strong understanding of financial investments, equities, fixed income and annuities• Experience in financial modeling, forecasting and complex analysis• Diagnose financial statements and budgets to identify issues with revenue, expenses or cash flow• Collaborate with loan/credit department to review and analyze credit worthiness and credit reports• Help customers fill out loan applications and serve as liaison between clients and loan officers• Created strategies to strengthen client retention and expand wealth management portfolio
  • U.S. Department Of State
    Military Staff Council Intern
    U.S. Department Of State Aug 2011 - Dec 2011
    Washington, Dc, Us
    • Attended Security Council Meetings at the UN and compiled reports based on the interests of the Joint Chiefs of Staff • Conducted research for the regional experts of the Military Staff Committee• Reported daily to the Joint Chiefs of Staff about daily developments at the United Nations• Handled both civilian and military VIPs through various State Department events and functions• Provided advice and analysis on key foreign policy issues to the US Mission to the UN, Office of the Secretary of Defense, Joint Chiefs of Staff, and the State Department
  • The Common Language Project
    Video Blogger
    The Common Language Project Aug 2010 - Dec 2010
    Seattle, Wa, Us
    • Traveled to the Middle East to provide regional analysis of refugee situations for online media site, The Seattle Globalist• Negotiated and coordinated travel, interpreters, lodging, and visas for CLP staff• Filmed, edited, and produced video blogs detailing experiences as a Marine fighting in Iraq
  • Marine Corps
    Kilo, 3Rd Battalion 12Th Marines
    Marine Corps Jan 2005 - Jan 2009
    Washington, Dc, Us
    • Promoted to Non Commissioned Officer (Sergeant)• Maintained excellent proficiency and conduct ratings from commanding officers• Responsible for the conduct and training of 10 Marines• As A-chief of a Howitzer, was responsible for gear and equipment valued at 2.8 million dollars• Deployed to Iraq, Philippines, Guam, Japan, Thailand, and Korea• Participated in a humanitarian mission to rescue trapped civilians in the Philippines after a large mudslide• Participated in over 100 missions in Iraq
  • City Year Boston
    Corps Member (Americorps)
    City Year Boston Aug 2001 - Jun 2002
    Boston, Ma, Us
    • Assisted approximately 20-25 children with their studies, grades 4 & 5• Provided mentoring to children from broken homes• Created and procured funding for an after-school program• Procured sponsorship from businesses for various projects and programs

Daniel O'Brien Skills

Estate Planning Retirement Planning Investments 401k Rollovers Retirement Succession Planning Asset Protection Small Business Key Person Protection Protection Planning/family Security

Daniel O'Brien Education Details

  • Northeastern University
    Northeastern University
    International Affairs

Frequently Asked Questions about Daniel O'Brien

What company does Daniel O'Brien work for?

Daniel O'Brien works for First Republic

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

Daniel O'Brien's current role is Manager.

What is Daniel O'Brien's email address?

Daniel O'Brien's email address is in****@****ail.com

What is Daniel O'Brien's direct phone number?

Daniel O'Brien's direct phone number is +191484*****

What schools did Daniel O'Brien attend?

Daniel O'Brien attended Northeastern University.

What skills is Daniel O'Brien known for?

Daniel O'Brien has skills like Estate Planning, Retirement Planning, Investments, 401k Rollovers, Retirement, Succession Planning, Asset Protection, Small Business, Key Person Protection, Protection Planning/family Security.

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