regional vice president at trustage - south texas@ TruStage
Houston, Texas, United States
Matthew O'Brien
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The Ohio State University
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FlashIntel GPTMatthew O'Brien is a Regional Vice President at TruStage in South Texas, where he consults and partners with select financial professionals to design and implement planning strategies. Outside of work, he enjoys spending time with his wife and two kids. Matthew is known for his active lifestyle, whether it's spending time with her wife and two kids, or spending time with their loved ones. He has a diverse skill set that includes wealth, retirement planning, disability insurance, securities, and financial advisory.
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Emails and Phone Numbers
About
As a Regional Vice President I consult and partner with select financial professionals throughout the south Texas area to design and implement planning strategies for their clients. Outside of work, I'm spending time with my wife and 2 kids. It's likely we are doing something active and on the move, whether that's frequenting our favorite local parks, attending live music shows or weekend trips out of town, we are nearly always on the go.
Work Experience
regional vice president at trustage - south texas
Financial Services
Matthew O'Brien's Professional Milestones
- Sales Team Lead (2019-11-01~): Driving sales growth through strategic planning and effective team leadership.
- Investment Consultant (2014-05-01~2015-04-01): Providing expert investment advice in high-value strategic matters, driving business growth and client satisfaction.
Education
Bachelors,
Family Financial Services
2005-2010Skill
Wealth
Retirement Planning
Disability Insurance
Securities
Financial Advisory
Variable Annuities
Investment Strategies
Portfolio Management
Sales
Customer Service
Fixed Annuities
Insurance
Investment Advisory
Investments
Finance
Series 7
Leadership
College Savings Plans
Permanent Life Insurance
Mutual Funds
Consulative Sales
High Growth Initiatives
Client Focused Solutions
Territory Account Management
Market Reseach Analysis
Organizational Leadership
Consultative Sales
Index Annuities
Performance Optimization
Risk Management
Certification
Colleagues
Timothy Wing
service owner it meetings & executive services
Dave Steege
Product Owner of The Team Accelerator / Agile Coach
Laurie Searing
it product owner at trustage formerly cuna mutual group
Halle Fox
Product Owner
Andrew Mokros
Technology Product Owner
Other Named Matthew O'Brien
Frequently asked questions
We found 2 Matthew O'Brien's email addresses
We found 1 Matthew O'Brien's phone numbers
Matthew O'Brien works for TruStage
Matthew O'Brien's role in TruStage is regional vice president at trustage - south texas
Matthew O'Brien works in the industry of Financial Services
Matthew O'Brien's colleagues are Timothy Wing,Dave Steege,Laurie Searing
Matthew O'Brien's latest job experience is regional vice president at trustage - south texas at TruStage
Matthew O'Brien's latest education in The Ohio State University
