Wealth Management Advisor
CurrentManaging all aspects of the individual client relationships relevant to their overall financial circumstance.
Jul 2007 - Present
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Daniel P. O'Brien Email & Phone Number
Wealth Management Advisor
at
Trust Company of Illinois
1 work email found
@trustcoil.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Management Advisor
Location
Batavia, Illinois, United States
Who is Daniel P. O'Brien? Overview
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Quick answer
Daniel P. O'Brien is listed as Wealth Management Advisor at Trust Company of Illinois, based in Batavia, Illinois, United States. AeroLeads shows a work email signal at trustcoil.com and a matched LinkedIn profile for Daniel P. O'Brien.
Daniel P. O'Brien previously worked as Retirement Plan Services Relationship Manager at Trust Company Of Illinois and Account Manager at Fifth Third Bancorp. Daniel P. O'Brien holds Certificate, Certified Financial Planning Certificate from Depaul University.
Company email context
Email format at Trust Company of Illinois
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*@trustcoil.com
68% confidence
AeroLeads found 1 current-domain work email signal for Daniel P. O'Brien. Compare company email patterns before reaching out.
Profile bio
About Daniel P. O'Brien
We advise clients in the areas of investments, retirement and financial planning. By collaborating with other professional advisors, we help coordinate the long term financial affairs of our clients. HTTC Wealth Partners mission is to improve the financial and personal lives of our clients through the development of trusting relationships.Specialties: Financial Planning, Wealth Accumulation & PreservationFor additional information and disclosures please visit: www.httcwealthpartners.com
Listed skills include Investments, Wealth Management, Strategic Financial Planning, and Retirement Planning.
Current workplace
Daniel P. O'Brien's current company
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4 roles
Daniel P. O'Brien work experience
A career timeline built from the work history available for this profile.
Retirement Plan Services Relationship Manager
Managing all aspects of corporate sponsored defined contribution retirement plans.
Nov 2001 - Jun 2007
Account Manager
Apr 1999 - Oct 2001
Human Resource Generalist
O'Brien Budd, Inc.
Jun 1993 - Apr 1999
3 education records
Daniel P. O'Brien education
Certificate, Certified Financial Planning Certificate
Bachelor Of Science
Associates Of Arts
Kishwaukee Community College
FAQ
Frequently asked questions about Daniel P. O'Brien
Quick answers generated from the profile data available on this page.
What company does Daniel P. O'Brien work for?
Daniel P. O'Brien works for Trust Company of Illinois.
What is Daniel P. O'Brien's role at Trust Company of Illinois?
Daniel P. O'Brien is listed as Wealth Management Advisor at Trust Company of Illinois.
What is Daniel P. O'Brien's email address?
AeroLeads has found 1 work email signal at @trustcoil.com for Daniel P. O'Brien at Trust Company of Illinois.
Where is Daniel P. O'Brien based?
Daniel P. O'Brien is based in Batavia, Illinois, United States while working with Trust Company of Illinois.
What companies has Daniel P. O'Brien worked for?
Daniel P. O'Brien has worked for Trust Company Of Illinois, Fifth Third Bancorp, and O'Brien Budd, Inc..
How can I contact Daniel P. O'Brien?
You can use AeroLeads to view verified contact signals for Daniel P. O'Brien at Trust Company of Illinois, including work email, phone, and LinkedIn data when available.
What schools did Daniel P. O'Brien attend?
Daniel P. O'Brien holds Certificate, Certified Financial Planning Certificate from Depaul University.
What skills is Daniel P. O'Brien known for?
Daniel P. O'Brien is listed with skills including Investments, Wealth Management, Strategic Financial Planning, and Retirement Planning.
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