Dan Obrien
Founder & Managing Partner at Colibri Strategies LLC | Half Moon Bay, California, United States
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Founder & Managing Partner at Colibri Strategies LLC in August 2024 to Present
Business Development Officer, Financial Institutions at AssetMark in December 2024 to Present
Senior Vice President – External Enterprise M&A Team at LPL Financial in April 2022 to July 2024
Senior Vice President - Financial Institutions Sales at LPL Financial in May 2021 to May 2022
Senior Sales Vice President at Fidelity Investments in May 2007 to April 2021
Director at Pershing LLC in September 2000 to April 2007
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Stevens Institute of Technology, MS, January 1994 to January 1996
Stevens Institute of Technology, BE, January 1989 to January 1994
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Valuation Modeling
Integration Planning
Financial Statement Analysis
M&A Execution
M&A Due Diligence
Growth Strategies
Strategic Planning
Team Leadership
Cross-functional Team Leadership
Negotiation
Consulting
Valuation
Recruiting
Project Management
Information Technology
Presentation Skills
Management Consulting
Strategic Sales
Business Strategy
Business Relationship Management
Wealth Management
Leadership
Management
Business Analysis
Portfolio Management
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What is Dan Obrien email address?
Email Dan Obrien at [email protected]. This email is the most updated Dan Obrien's email found in 2026.
How to contact Dan Obrien?
To contact Dan Obrien send an email to [email protected].
What company does Dan Obrien work for?
Dan Obrien works for Colibri Strategies LLC
What is Dan Obrien's role at Colibri Strategies LLC?
Dan Obrien is Founder & Managing Partner
What is Dan Obrien's Phone Number?
Dan Obrien's phone (213) ***-*394
What industry does Dan Obrien work in?
Dan Obrien works in the Financial Services industry.
Dan Obrien Email Addresses
Dan Obrien Phone Numbers
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