Vice President Investment Banking@ Jefferies
New York, New York, United States
Joseph OBrien, CPA
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Fordham University
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FlashIntel GPTJoseph OBrien, CPA is a highly experienced professional with 17.4 years of work experience in financial analysis, finance, accounting, investments, and equities. He is currently a full-time MBA Candidate at Fordham University - Gabelli School of Business. Joseph has a strong background in finance and has worked at reputable companies such as Citi and Goldman Sachs. He has held various positions in investment banking, product control, and banking, showcasing his expertise in financial statement audit and client relationship management. Joseph's strong background in finance and his ability to build and maintain client relationships make him a valuable asset in the industry.
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About
I am currently a full time MBA Candidate at Fordham University - Gabelli School of Business and concentrating in Finance. Upon graduation in 2016, I will be joining the Media & Telecom Investment Banking team at Citi as an Associate. Prior to pursuing my MBA full-time, I was an Associate at Goldman Sachs where I supported the GSS/Hedging Strategy Group. In a Product Control capacity, I was responsible for not only understanding a variety of financial instruments such as equities (single name and ETFs), options, swaps, and bonds, but also working with traders to complete additional ad-hoc requests. Before working at Goldman, I was a Senior Associate at PwC in their Banking and Capital Markets Assurance Practice. My responsibilities included focusing on complex areas of my clients financial statement audit, as well as building and maintaining client relationships within the financial services industry.
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Vice President Investment Banking
Vice President, Investment Banking
Investment Banking
Joseph OBrien, CPA's Professional Milestones
- Banking And Capital Markets Senior Associate (2010-01-01~2013-02-01): Managed portfolios of clients, establishing strong relationships with clients and building strong relationships with investment advisors.
- Intern Clerk - Crude Oil (2006-06-01~2006-08-01): Achieved Mastery in Oilkeeping, promoting operational efficiency and ensuring smooth operations.
Education
Master Of Business Administration,
Masters,
Finance
2014-2016Skill
Financial Analysis
Finance
Accounting
Investments
Equities
Internal Controls
Microsoft Excel
Corporate Finance
Public Speaking
Leadership
Sarbanes Oxley Act
Powerpoint
Microsoft Office
Us Gaap
Capital Markets
Financial Accounting
Financial Reporting
Auditing
Financial Modeling
Valuation
Lotus Notes
Peachtree
Investment Management
Sarbanes Oxley
Equity Derivatives
Certification
Colleagues
Robert Bauer
Independent Business Owner
Terry Jefferies
Transaction Coordinator Owner
Leena Yohasini Selvakumar
Assistant Vice President | Global Compliance | Legal Technology | Jefferies | Certified Scrum Product Owner
Haley Lile
Owner
Dave Londis
Owner
Other Named Joseph OBrien, CPA
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Joseph OBrien, CPA works for Jefferies
Joseph OBrien, CPA's role in Jefferies is Vice President Investment Banking
Joseph OBrien, CPA works in the industry of Investment Banking
Joseph OBrien, CPA's colleagues are Robert Bauer,Terry Jefferies,Leena Yohasini Selvakumar
Joseph OBrien, CPA's latest job experience is Vice President Investment Banking at Jefferies
Joseph OBrien, CPA's latest education in Fordham University
