Profil
Ms. Kristy O'Brien is Vice President & Private Client Advisor at Haberer Registered Investment Advisor, Inc. Prior to joining Haberer, Ms. Obrien has worked with well-known industry leaders such as Lincoln Financial Advisors as a financial planner and registered representative, as well as Fidelity Investments as a 401k specialist.
She received a BA in Political Science and minor in business from Xavier University at Cincinnati in 1992.
Ms. Obrien is a candidate for the Certified Financial Planning designation through the American College.
She is a former treasurer of her condominium association and currently sits on the association's finance committee.
She also serves as a mentor for the Cincinnati Youth Collaborative and is a member of the Hamilton County Women's Republican Club.
Anciens postes connus de Kristy O'Brien
| Sociétés | Poste | Fin |
|---|---|---|
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Haberer Registered Investment Advisor, Inc.
 Haberer Registered Investment Advisor, Inc. Investment ManagersFinance Founded in 1977, Haberer Registered Investment Advisors, Inc. is a fee-only investment advisor that manages portfolios for individuals, families, trusts, endowments, foundations and corporate clients. They are based in Cincinnati, Ohio. | Corporate Officer/Principal | - |
Formation de Kristy O'Brien
| Xavier University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Haberer Registered Investment Advisor, Inc.
Haberer Registered Investment Advisor, Inc. Investment ManagersFinance Founded in 1977, Haberer Registered Investment Advisors, Inc. is a fee-only investment advisor that manages portfolios for individuals, families, trusts, endowments, foundations and corporate clients. They are based in Cincinnati, Ohio. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
