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Matt O'Brien

Matt O'Brien
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ABOUT
Essentially, I am a regional private banker who advises businesses, with annual gross sales of $2 million and under (my partner takes care of larger organizations), and individuals who earn $250,000 and more annually, on where to place funds whether its bank deposits, money market funds, equities, bonds, seperately managed accounts, ERISA retirement plans, buy-sell agreements and the like.

Frequent discussions include financing business start-ups, expansions, equipment acquistion, real estate purchases, and debt consolidation. I use secured and unsecured lines of credit, loans, SBA credit programs, and other tools to achieve these ends.

Partnering with Wells Fargo's insurance brokers I can shop the ...More
SNAPSHOT
  • Description: Licensed Securities Broker. Trading frequency: Monthly
  • Interests: Bonds, Commodities, Dividend stock ideas & income, ETFs, Energy stocks, Foreign stocks, Forex, Gold, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short, Tech stocks
COMPANY
Wells Fargo Bank Wells Fargo is a growth company that believes the key to the bottom line is the top line. The ability to grow profits consistently is based on sustainable revenue growth—growth driven by our ability to satisfy all of our customers’ fundamental financial needs year after year. The merger of Wells Fargo and ...More
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