George F. O'Brien III
Greenville,SC
Summary
Community-oriented leader experienced in building teams, executing change and harmonizing multiple business units focusing on unified objectives. Skilled in bridging relationships across sales, marketing, operations and legal constituencies.
Overview
38
38
years of professional experience
1
1
Certification
Work History
TD Bank
Internal Sales/Service Support Leader
07.2013 - Current
- Centralized management of support team for entire footprint (Maine-Florida), improving consistency and efficiency from decentralized model
- Coordinates efforts with Distribution, Operations, Legal, Compliance and Product teams
- Expanded staff from 45 to 90 FTE to support growth in Distribution
- Led creation and implementation of dynamic staffing model
- Built cohesive team structure with 7 supervisors.
TD Bank
Wealth Market Leader
- Recruit, coach, and manage 12-person advisory team
- Primary cultivator and connector of referral network of retail and commercial banking groups
- Offices in Greenville, Spartanburg, Columbia, Charleston, Hilton Head, Charlotte, Asheville and Wilmington
- Twelve-person team grew revenue from $5MM to $7.5MM annually.
Chief Development Officer
WHM Capital Advisors, LLC
05.2011 - 07.2013
- Engaged by business owners to provide succession planning and life transition planning
- Opened Upstate office creating new market for firm
- Grew firm's succession planning business by 50%.
Managing Director, South Carolina Market
SunTrust Wealth Management
09.2006 - 05.2011
- Served as City President
- Primary interface with community leaders and not-for-profit organizations
- Recruit, coach, and manage 13-person team advisory team
- Primary cultivator and connector of referral network of retail and commercial banking groups
- Offices in Greenville, Spartanburg, Charleston, Hilton Head.
Managing Director, Upstate Wealth Management Team
Wachovia Wealth Management
06.2004 - 09.2006
- Recruiting, coach and manage 15-person advisory team
- Primary cultivator and connector of referral network of retail and commercial banking groups
- Offices in Greenville and Spartanburg.
Senior Vice President, Investment Advisor
Wachovia Wealth Management
03.1997 - 06.2004
- Supported 10 Private Bankers
- Grew investment portfolio from zero to $150 million.
Financial Advisor
Wheat First Securities
01.1993 - 01.1997
Corporate Training Program, Corporate Relationship Manager, Private Banking Relationship Manager
NCNB National Bank
01.1986 - 01.1993
Education
Bachelor of Arts - Economics
UNC-Chapel Hill
Certification
Certified Financial Planning Designation
Clifton Strengths
- Harmony
- Learner
- Woo
- Input
- Connectedness
Community Service
- Statewide
- Storm Eye Institute, MUSC
- SC Governor’s School for the Arts and Humanities
- Riley Institute Diversity Leadership Initiative, Fall 2014
- Greenville County
- United Way of Greenville County Board
- Chair, Palmetto Society
- Chair, Young Philanthropist
- Community Foundation of Greenville County Board
- United Ministries 50th Anniversary Campaign Cabinet
- Upstate Citizens Committee on Judicial Qualifications
- Artisphere Board
Timeline
TD Bank
Internal Sales/Service Support Leader
07.2013 - Current
Chief Development Officer
WHM Capital Advisors, LLC
05.2011 - 07.2013
Managing Director, South Carolina Market
SunTrust Wealth Management
09.2006 - 05.2011
Managing Director, Upstate Wealth Management Team
Wachovia Wealth Management
06.2004 - 09.2006
Senior Vice President, Investment Advisor
Wachovia Wealth Management
03.1997 - 06.2004
Financial Advisor
Wheat First Securities
01.1993 - 01.1997
Corporate Training Program, Corporate Relationship Manager, Private Banking Relationship Manager
NCNB National Bank
01.1986 - 01.1993
TD Bank
Wealth Market Leader
Bachelor of Arts - Economics
UNC-Chapel Hill
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