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Joshua O'brien Cfa
Joshua O'brien Cfa
Managing Director, Head of Investment Operations
Washington, District of Columbia, United States
Joshua O'brien Cfa
Summary
Joshua O'Brien is a seasoned financial professional with extensive experience in investment operations and asset management. Currently serving as Managing Director at Strategic Investment Group, he has a proven track record of leading teams and implementing innovative solutions to enhance operational efficiency. His strong quantitative skills complement his leadership abilities, allowing him to effectively manage complex portfolios and drive strategic initiatives. Joshua's diverse background spans both the finance and residential construction industries, showcasing his adaptability and breadth of expertise. He is passionate about fostering talent within his teams and is recognized for his commitment to excellence in client service. With a solid educational foundation, including an MBA from Georgetown University, he continues to leverage his knowledge to influence the investment landscape. In his spare time, Joshua enjoys mentoring emerging professionals in finance, contributing to their growth and success.
Joshua O'brien Cfa
Work Experience
Managing Director, Head of Investment Operations at
Strategic Investment Management, LLC
September 2021 - Present
Managing Director, Investments at
Strategic Investment Management, LLC
January 2018 - Present
Director, Investments at
Strategic Investment Management, LLC
June 2016 - Present
Director, Analytics and Reporting at
Strategic Investment Management, LLC
April 2013 - June 2016
Manager, Performance Measurement at
Strategic Investment Management, LLC
May 2008 - April 2013
Investment Analyst at
Strategic Investment Management, LLC
September 2006 - May 2008
Project Manager at
Ryan Homes
January 2003 - August 2006
Joshua O'brien Cfa
Education
Georgetown University - The McDonough School of Business, Mba
January 2010 - January 2013
The Pennsylvania State University, Finance, International Business And Spanish
January 1998 - January 2002
Frequently Asked Questions about Joshua O'brien Cfa
What is Joshua O'brien Cfa email address?
Joshua O'brien Cfa's primary email address is *******@strategicgroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.
Where Joshua O'brien Cfa graduated from?
Joshua O'brien Cfa holds a degree in from Georgetown University - The McDonough School of Business.
How can I directly contact Joshua O'brien Cfa?
To contact Joshua O'brien Cfa directly, you can use the email address *******@strategicgroup.com. Complete contact information is available upon registration with Muraena.
Who is Joshua O'brien Cfa?
Joshua O'Brien is a seasoned financial professional with extensive experience in investment operations and asset management. Currently serving as Managing Director at Strategic Investment Group, he has a proven track record of leading teams and implementing innovative solutions to enhance operational efficiency. His strong quantitative skills complement his leadership abilities, allowing him to effectively manage complex portfolios and drive strategic initiatives. Joshua's diverse background spans both the finance and residential construction industries, showcasing his adaptability and breadth of expertise. He is passionate about fostering talent within his teams and is recognized for his commitment to excellence in client service. With a solid educational foundation, including an MBA from Georgetown University, he continues to leverage his knowledge to influence the investment landscape. In his spare time, Joshua enjoys mentoring emerging professionals in finance, contributing to their growth and success.
Joshua`s contact details
*******@strategicgroup.com