Dan O'Brien
Stevens Institute of Technology
Tell me more about Dan O'Brien?
Dan O'Brien is a highly experienced professional with 29.8 years of work experience in strategic sales, business strategy, business relationship management, wealth management, and leadership. He is currently based in San Francisco, California. Dan has held various senior positions in renowned financial services companies such as LPL Financial, Fidelity Investments, and Pershing, where he has demonstrated his expertise in general management and business analysis. With a strong background in the financial services industry, Dan has successfully led teams and implemented effective strategies to drive business growth.
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Emails and Phone Numbers
About
Dan O'Brien. Location: San Francisco Bay Area; Industry: Financial Services ... Financial Services LLC. Senior Sales VP ... James Bourget. Vice President at Citi...
Work Experience
Senior Vice President | Enterprise Sales Manager
Financial Services
Dan O'Brien's Professional Milestones
- Business Analyst, Avp, Vice President (1994-01-01~2000-01-01): Efficiently managed data, maximizing company performance and driving strategic decision-making.
- Senior Sales Vice President (2007-05-01~2021-04-01): Building a highly successful sales team, driving substantial revenue growth and customer satisfaction.
Education
Skill
Strategic Sales
Business Strategy
Business Relationship Management
Wealth Management
Leadership
Certification
Colleagues
Shraddha Pandey
Trading Product Owner
Andrew Riemer
business consultant at lpl financial | smma business owner | mba at clemson university
Rene "Blue" Ornelas
owner bluerock investment services
Chad Hall
project management pmp | agile delivery safe practice consultant - spc rte scrum master - csm product owner - popm | process improvement | program portfolio management | problem solver
Cynthia Sheets
life insurance consultant | lifelong learner | coffee lover | small business owner | dangerous when bored
Other Named Dan O'Brien
Frequently asked questions
We found 4 Dan O'Brien's email addresses
We found 2 Dan O'Brien's phone numbers
Dan O'Brien's social media include: Linkedin,
Dan O'Brien works for LPL Financial
Dan O'Brien's role in LPL Financial is Senior Vice President | Enterprise Sales Manager
Dan O'Brien works in the industry of Financial Services
Dan O'Brien's colleagues are Shraddha Pandey,Andrew Riemer,Rene "Blue" Ornelas
Dan O'Brien's latest job experience is Senior Vice President | Enterprise Sales Manager at LPL Financial
Dan O'Brien's latest education in Stevens Institute of Technology