Alan Obrien
Wealth Advisor Client Relationship Manager at Nicola Wealth
Based in Vancouver, Canada
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Seniority
Manager
Department
Finance & Accounting
Location
Vancouver
Industry
Financial Services
Company size
508
Contact information
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a•••••••@nicolawealth.com
Phone
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Background
About Alan Obrien
Prior to joining Nicola Wealth, I worked in the corporate trust department of a worldwide banking and financial services holding company. I genuinely enjoy getting to know my clients and I pride myself on the level of service I provide while helping with advanced financial planning. Initially earning a Masters of Business Studies (MBS), I have also secured the CIM and CFP designation. I am also a member of Advocis and have earned the Life License Qualification Program (LLQP) certification.
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