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Sean O'Brien, Mba is listed as Associate Portfolio Manager at Andrew Hill Investment Advisors, Inc., based in Buffalo, New York, United States. AeroLeads shows a matched LinkedIn profile for Sean O'Brien, Mba.
Sean O'Brien, Mba previously worked as Graduate Assistant, Finance and Economics at Canisius University and Accounts Payable Intern, Carrier Sales, Sonwil Logistics and Transportation at Sonwil Logistics | Sonwil Transportation. Sean O'Brien, Mba holds Finance, Global Logistics And Supply Chain Management (Minor) from Canisius University.
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I enjoy bringing a positive, upbeat and fresh perspective to investing and financial planning. I play a dual role being Portfolio Manager and assisting with client relations. I enjoy talking numbers and solving big picture financial problems. Looking to get started on your financial journey? Let's have a chat.
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Naples, Florida, US
Screen & analyze potential holdings, monitor sector allocations, performance (absolute & vs benchmarks), daily research report summaries on potential and core holdings. Attend and listen to earnings calls, update financial models, complete valuations and recommendations. Execute equity and fixed income trades.Assist in financial planning process through.
Buffalo, New York, US
Working with the Vice President of Strategic Development to restructure the accounting reporting and forecasting for the company. Revising the chart of accounts to allow for the recreation of all financial statements. Completing specific economic analysis such as revenue-GDP, interest rates and customer inventory levels. All metrics to be used for the.
Buffalo, NY, US
Analyzed three companies and selected Morningstar to complete a comprehensive valuation including macro-economic analysis (interest rates, forward contracts, discounted cash flows, risk premiums, customer generational review). Monitered and reported on 5 economic indicators, including the 10-2 year Treasury Spread. Compiled a comprehensive research report.
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Sean O'Brien, Mba works for Andrew Hill Investment Advisors, Inc..
Sean O'Brien, Mba is listed as Associate Portfolio Manager at Andrew Hill Investment Advisors, Inc..
Sean O'Brien, Mba is based in Buffalo, New York, United States while working with Andrew Hill Investment Advisors, Inc..
Sean O'Brien, Mba has worked for Andrew Hill Investment Advisors, Inc., Canisius University, Sonwil Logistics | Sonwil Transportation, and Canisius College.
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Sean O'Brien, Mba holds Finance, Global Logistics And Supply Chain Management (Minor) from Canisius University.
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