Robert Obrien
- Role
- Senior Vice President and Senior Portfolio Manager at Merrill Lynch
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Vice President and Senior Portfolio Manager
Jan 2023 — Present · Cincinnati, OH, US
Education
Miami University
Bachelor of Science
The CFA Institute
Code of Ethics & Standards of Professional Conduct
2010 — 2010
Boston University
Financial Planning
2011 — 2014
Skills
- Change Leadership
- Organizational Leadership
- Retirement Plan Consulting
- Retirement Income Strategies
- Miller Heiman
- Team Building
- Series 66
- Social Security Income Planning
- Portfolio Management
- Tax Efficient Investing
- Board Experience
- Retirement Planning
- Executive Compensation
- Consultative Selling
- Concentrated Stock Positions
- Trust Management
- Annual Giving
- Hedge Funds
- Wealth Management
- Stock Options
- Series 7
- Private Equity
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