First Trust Portfolios
Liam O'Brien, CFA, currently serves as an Internal Wholesaler on the Portfolio Analytics & Research Coverage Team at First Trust since April 2019. Prior to this, Liam worked as a Regional Consultant in the North American Client Group at AB (AllianceBernstein) from August 2016 to March 2019 and as an Investment Banking Associate at Wellington Shields for a brief period in early 2016. Liam's career began at PBJ Wealth Management, a member of Wells Fargo Advisors Financial Network, from January 2014 to February 2016 as a Registered Associate. Liam holds a Master's Degree in Finance from Syracuse University's Martin J. Whitman School of Management and a Bachelor of Science in Finance with a Wealth Management Concentration from Coastal Carolina University.
This person is not in any offices
First Trust Portfolios
1 followers
First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively First Trust) were established in 1991 with a mission