Kelly Obrien
Chief Operations Officer at AssessBEST
- Role
- Chief Operations Officer at Assessbest, Inc
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Kelly Obrien
AssessBEST for Guaranteed Insurance solutions. AssessBEST is your fiduciary and suitability compliance system for guaranteed income and asset protection. AssessBEST features an intelligent and interactive system of unique insurance gap calculation tools designed to determine the insurance component of a client\'s financial plan.
Experience
Chief Operations Officer
Aug 2016 — Present · Phoenix, AZ, US
A cloud based software platform to provide suitability and fiduciary compliance and oversight for the annuity and insurance professional.
Education
Ripon College
Bachelor of Arts
1972 — 1976
University of Northern Colorado
Master of Arts
1976 — 1978
Skills
- Life Insurance
- Retirement Planning
- Product Marketing
- Financial Advisory
- 401k
- Consulting
- Insurance
- Marketing
- Retirement
- Recruiting
- Long-Term Care
- Term Life Insurance
- Business Development
- Employee Benefits
- Fixed Annuities
- Sales
- Financial Services
- Relationship Management
- Training
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