Joe O'Brien is a Financial Advisor at Baird with a focus on the Jacobsen-O'Brien Group since January 2019. Prior to this role, Joe served as a Senior Accountant at Vantiv from October 2014 to July 2018, where responsibilities included the transition of accounting functions following the acquisition of Mercury Payment Systems. Joe's earlier experience includes working as a Tax Consultant at Deloitte from July 2011 to September 2014, specializing in private individual clients, trusts, and expatriate tax returns, with significant expertise in 1040s and supporting schedules. Joe O'Brien holds a Bachelor of Business Administration in Accounting and Finance from the University of Notre Dame's Mendoza College of Business, earned in 2010.
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