David O'Brien, CEP has extensive work experience in various roles and industries.
From 2015 onwards, they worked at Global Shares, starting as a Share Plan Analyst and later progressing to become a Team Lead. David is currently serving as the VP Client Operations Lead.
Prior to that, David worked at SouthWestern Business Process Outsourcing (BPO) Ltd. from 2012 to 2015. In this role, they managed the business mobile debtors ledger for a large telecommunications company, handling negotiations, payments processing, and producing reports on debtor activity.
Before joining SouthWestern, they worked at Etruscan Centre from 2009 to 2012 as the Finance/Office Manager. In this role, they handled day-to-day bookkeeping, management reporting, invoicing, and year-end reporting. David also managed office operations and administration tasks such as desk allocation and marketing.
David's earlier experience includes working as an Audit Junior at TD O'Neill & Co. from 2007 to 2009. In this role, they prepared financial statements, computed taxes, conducted audits, and provided ad hoc reporting.
Overall, David O'Brien, CEP has a diverse professional background with expertise in finance, operations, and leadership roles.
David O'Brien, CEP has obtained education from two institutions. From 2003 to 2007, they attended Munster Technological University where they earned an Honours Bachelor of Business degree with a specialization in Accounting and Business/Management. In 2015 and 2016, they attended the Santa Clara University Leavey School of Business and completed the Certified Equity Professionals Institute program.
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