Frank Obrien
Wealth Manager at Cassa Wealth Management | New York City Metropolitan Area
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Wealth Manager at Cassa Wealth Management in December 2023 to Present
Wealth Advisor at Egan Wealth Advisors in October 2022 to May 2023
Divisional Vice President at AIG Financial Distributors in September 2016 to May 2022
Regional Sales at Crossroads Capital Distributors representing Voya Financial in March 2014 to September 2016
Senior RVP at KBS Capital Markets Group in September 2009 to March 2014
Senior Regional VP at Sun Life Financial in June 1997 to August 2009
Pension Representative at MassMutual Financial Group in December 1993 to May 1997
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Rutgers, The State University of New Jersey-New Brunswick, Bachelor of Arts (B.A.), January 1983 to January 1987
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Account Management
Financial Analysis
Public Speaking
Financial Sales
New Business Development
Presentations
Client Relations
Financial Services
Record Of Success
Interpersonal Skills
Financial Advisory
Annuities
Series 63
Series 7
Mutual Funds
Series 6
Fixed Annuities
Retirement Planning
Variable Annuities
Wealth Management
Investments
Alternative Investments
Separately Managed Accounts
Securities
Asset Allocation
Strategic Financial Planning
Insurance
Asset Management
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What is Frank Obrien email address?
Email Frank Obrien at [email protected] and [email protected]. This email is the most updated Frank Obrien's email found in 2026.
What is Frank Obrien phone number?
Frank Obrien phone number is 732-616-3545.
How to contact Frank Obrien?
To contact Frank Obrien send an email to [email protected] or [email protected]. If you want to call Frank Obrien try calling on 732-616-3545.
What company does Frank Obrien work for?
Frank Obrien works for Cassa Wealth Management
What is Frank Obrien's role at Cassa Wealth Management?
Frank Obrien is Wealth Manager
What industry does Frank Obrien work in?
Frank Obrien works in the Financial Services industry.
Frank Obrien Email Addresses
Frank Obrien Phone Numbers
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