Matt O'Brien

Current

Financial Advisor at AXA Advisors

Past

Program Director at International Quality & Productivity Center
Conference Director at IncreMental Advantage (Sole Proprietorship)
Reporter at The Coast Star

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Education

Rutgers, The State University of New Jersey-New Brunswick

Recommended

7 people have recommended Matt

Connections

51 connections

Industry

Investment Management

Websites

My Company

Matt O'Brien’s Summary

Essentially, I am a financial consultant who handles insurance and investments for individuals and companies. I aim to minimize my client's tax impact and maximize his or her insurance dollars while enhancing the rate of return on his or her retirement, education, and/or investment accounts. I stay on top of market and political trends in order to provide the most efficient, insightful advice for clients.
It should also be noted that I am a former conference producer/market researcher with experience in investment finance that focused on hedge funds and private equity strategies and assisted high networth people in conducting their due diligence prior to investment implementation. Stayed current with trends in investment styles, trading strategies, risk management, investor due diligence, regulation, and macro issues.
Have a strong interest in networking with those who are in need of help with managing their money.

Matt O'Brien’s Specialties:

Financial planning, asset allocation, insurance strategy, & portfolio optimization

Matt O'Brien’s Experience

Financial Advisor

AXA Advisors

(Public Company; AXA; Financial Services industry)

May 2009 — Present (7 months)

Fully licensed financial consultant who handles insurance and investments for individuals and companies. I aim to minimize my client's tax impact and maximize his or her insurance dollars while enhancing the rate of return in his or her retirement, education, and/or investment accounts. I stay on top of market and political trends in order to provide the most efficient, insightful advice for clients.
Licenses:
Series 7
Series 66
Life, Accident & Health in NJ & PA
Program Director

International Quality & Productivity Center

(Events Services industry)

April 2008 — January 2009 (10 months)

Conducted market research in investment finance. Used research to develop business-to-business conferences around the U.S.
Conference Director
IncreMental Advantage (Sole Proprietorship)

(Sole Proprietorship; 1-10 employees; Research industry)

January 2007 — January 2008 (1 year 1 month)

Conducted research in the alternative investments space. Then developed business-to-business conferences and wrote articles and blog entries based on my research.
Reporter

The Coast Star

(Privately Held; 11-50 employees; Newspapers industry)

March 2004 — December 2006 (2 years 10 months)

I covered the municipal beats of Wall Township, Sea Girt, Belmar, Spring Lake Heights, and Lake Como. This included covering the meetings of the governing body, board of education, zoning boards, environmental commission, budget meeting, crime, human interest story, etc.

Matt O'Brien’s Education

Rutgers, The State University of New Jersey-New Brunswick

Bachelor's Degree: , Political Economy, International Affairs, Special Interest Groups, History , 2001 — 2003

Prior to joining Rutgers University, I wrote for a local community college's campus newspaper for one year (1999 - 2000).

Activities and Societies:

Livingston's Own Concert Organization

Additional Information

Matt O'Brien’s Websites:

My Company

Matt O'Brien’s Interests:

Public policy, political economy, investment, alternative assets, reading, writing, networking, Internet, international affairs, energy issues, traveling, comedy, dining, gambling, football, baseball, volleyball, gym, girlfriend, & friends