Morgan O’Brien

Managing Director, Client Services at Brainard Strategy

Morgan O'Brien is an experienced professional in the financial services and consulting sectors, currently serving as a Loan Officer at CMG Financial since April 2023. With a robust background, Morgan has held key positions including Managing Director and Executive Coach at Brainard Strategy, where responsibilities included guiding clients towards achieving strategic objectives. Previous roles encompass Mortgage Loan Originator at Homebridge Financial Services, trusted Relationship Manager at Bank of America, and Senior Vice President at Lee Hecht Harrison, showcasing expertise in client relations and business development across various financial and management consulting firms. Morgan holds a B.S. in Business Administration with a focus on Finance from the University of Connecticut and additional education from Fairfield University.

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Charleston, United States

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Brainard Strategy

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Brainard Strategy: Excelerate: Our New Leadership Development Program


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11-50

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