Bill Obrien
Senior Client Relationship Director
- Role
- Client Relationship Director at Gamma Investing
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Bill Obrien
Providing product distribution and consultative services to advisor partners; student of the markets; active and passive management resource. Diect Indexing, Tax Management, ETFs, SMAs; Mutual Funds; Alternatives, ESG Investing.Series 7; Series 65, CIMA designation.
Experience
Client Relationship Director
Jul 2022 — Present · San Mateo, CA, US
Education
Assumption University
Undergraduate
1996 — 1998
Suffolk University
MBA, Business, Finance concentration
2009 — 2013
Western New England University
BSBA, Business Management
1998 — 2001
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