Vice President
Current-Added in addition to previous titles-Officer of the firm-Help run the day to day operations of the firm
Jan 2023 - Present
AeroLeads people directory · profile
Timothy O'Brien Email & Phone Number
Vice President/Chief Compliance Officer
at
Intervest International
1 work email found
@intervestintl.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President/Chief Compliance Officer
Location
Greater Colorado Springs Area, United States
Company size
Who is Timothy O'Brien? Overview
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Quick answer
Timothy O'Brien is listed as Vice President/Chief Compliance Officer at Intervest International, a with 30 employees, based in Greater Colorado Springs Area, United States. AeroLeads shows a work email signal at intervestintl.com and a matched LinkedIn profile for Timothy O'Brien.
Timothy O'Brien previously worked as Vice President at Intervest International and Chief Compliance Officer at Intervest International. Timothy O'Brien holds Associate Of Arts And Sciences (A.A.S.), Architecture & Construction Technology from Pikes Peak Community College.
Company email context
Email format at Intervest International
This section adds company-level context without repeating Timothy O'Brien's masked contact details.
{first}.{last}@intervestintl.com
89% confidence
AeroLeads found 1 current-domain work email signal for Timothy O'Brien. Compare company email patterns before reaching out.
Profile bio
About Timothy O'Brien
Timothy O'Brien is a Vice President/Chief Compliance Officer at Intervest International. He possess expertise in microsoft office, microsoft excel, series 6, series 7, series 63 and 3 more skills. He is proficient in English.
Listed skills include Microsoft Office, Microsoft Excel, Series 6, Series 7, and 4 others.
Current workplace
Timothy O'Brien's current company
Company context helps verify the profile and gives searchers a useful next step.
Intervest International
6 roles
Timothy O'Brien work experience
A career timeline built from the work history available for this profile.
Chief Compliance Officer
Current-Leading our response to regulatory inquiries and exams-Conducting branch audits throughout the firm-Review and approval of advertising and sales literature-Establishing relationship with a new trading platform and moving 400+ accounts-Reviewing and updating WSP and IA manuals.-Reviewing and updating Annual Compliance Questionnaire-Conducting annual compliance meeting-All responsibilities from my time as Assistant Compliance Officer
Feb 2022 - Present
Trade Desk Principal
Current-Running Trade Desk through our clearing firm-Opening brokerage accounts for customers-Initiating money movements (checks, ACH, wires) for clients
Jan 2022 - Present
Assistant Compliance Officer
-Assisting CCO of the firm -New business approval, helping with regulatory exams -Processing annual renewals -Leading our change from an internal new business and commission processing system to Sycamore (Salesforce),-Training all reps and assistants on how to use the new systems-Onboarding and training of new reps and advisors-Periodic review of trading reports-Producing monthly sales leaders reports-Developing production reports for reps and advisors
Dec 2018 - Jan 2022
Head Of Commissions
-Processing of all Commissions and Fees-FinCen and OFAC Reporting-Working with sponsor companies to rectify problems-Creating production reports for CEO of the firm
Jun 2010 - Dec 2021
Financial Advisor
Current
Tk Financial Services
-DBA for my Financial Advising and Insurance business.
Sep 2022 - Present
Team & coworkers
Colleagues at Intervest International
Other employees you can reach at intervestintl.com. View company contacts for 30 employees →
JF
Jacob Forschein
Colleague at Intervest InternationalGreater Pittsburgh Region, United States
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SC
Stephen Colavito
Colleague at Intervest InternationalGermany
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MB
Mike Bunzel, Mba
Colleague at Intervest InternationalGreater Milwaukee, United States
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SS
Simeon Snow
Colleague at Intervest InternationalParagould, Arkansas, United States
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DL
David Lawrence
Colleague at Intervest InternationalUnited States
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RM
Roy Mcgilvray
Colleague at Intervest InternationalUnited States
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NS
Nancy Stice
Colleague at Intervest InternationalSummerville, South Carolina, United States
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CA
Carl A.
Colleague at Intervest InternationalUnited States
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DP
Dan Price
Colleague at Intervest InternationalBluffton, South Carolina, United States
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JE
Jon Ellefson
Colleague at Intervest InternationalHarker Heights, Texas, United States
View →
Jacob Forschein
Colleague at Intervest InternationalGreater Pittsburgh Region, United States
View →
SC
Stephen Colavito
Colleague at Intervest InternationalGermany
View →
MB
Mike Bunzel, Mba
Colleague at Intervest InternationalGreater Milwaukee, United States
View →
SS
Simeon Snow
Colleague at Intervest InternationalParagould, Arkansas, United States
View →
DL
David Lawrence
Colleague at Intervest InternationalUnited States
View →
RM
Roy Mcgilvray
Colleague at Intervest InternationalUnited States
View →
NS
Nancy Stice
Colleague at Intervest InternationalSummerville, South Carolina, United States
View →
CA
Carl A.
Colleague at Intervest InternationalUnited States
View →
DP
Dan Price
Colleague at Intervest InternationalBluffton, South Carolina, United States
View →
JE
Jon Ellefson
Colleague at Intervest InternationalHarker Heights, Texas, United States
View →
3 education records
Timothy O'Brien education
Associate Of Arts And Sciences (A.A.S.), Architecture & Construction Technology
Education record
Education record
FAQ
Frequently asked questions about Timothy O'Brien
Quick answers generated from the profile data available on this page.
What company does Timothy O'Brien work for?
Timothy O'Brien works for Intervest International.
What is Timothy O'Brien's role at Intervest International?
Timothy O'Brien is listed as Vice President/Chief Compliance Officer at Intervest International.
What is Timothy O'Brien's email address?
AeroLeads has found 1 work email signal at @intervestintl.com for Timothy O'Brien at Intervest International.
Where is Timothy O'Brien based?
Timothy O'Brien is based in Greater Colorado Springs Area, United States while working with Intervest International.
What companies has Timothy O'Brien worked for?
Timothy O'Brien has worked for Intervest International and Tk Financial Services.
Who are Timothy O'Brien's colleagues at Intervest International?
Timothy O'Brien's colleagues at Intervest International include Jacob Forschein, Stephen Colavito, Mike Bunzel, Mba, Simeon Snow, and David Lawrence.
How can I contact Timothy O'Brien?
You can use AeroLeads to view verified contact signals for Timothy O'Brien at Intervest International, including work email, phone, and LinkedIn data when available.
What schools did Timothy O'Brien attend?
Timothy O'Brien holds Associate Of Arts And Sciences (A.A.S.), Architecture & Construction Technology from Pikes Peak Community College.
What skills is Timothy O'Brien known for?
Timothy O'Brien is listed with skills including Microsoft Office, Microsoft Excel, Series 6, Series 7, Series 63, Series 66, Series 24, and Life And Health Insurance Licenses.
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