Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Róisín O'Brien

Topanga,CA

Summary

Client-focused professional with deep experience across international business, consulting, and financial services. Specializing in annuities, 401(k) rollovers, and safe investment strategies for high-net-worth clients. Known for clear communication, financial education, and personalized retirement planning rooted in trust, service, and results.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Financial Advisor

Private Practice
01.2020 - Current

Built a successful private practice focused on retirement income planning, portfolio protection, and safe growth strategies. Actively guide high-net-worth clients through 401(k) rollovers, annuity planning, and guaranteed income solutions, resulting in strong client retention and referral-based growth. Developed and implemented compliant onboarding and CRM systems to streamline operations and elevate service quality. Lead financial wellness education efforts to deepen client engagement and long-term trust.

Business Consultant

Independent
01.2019 - 01.2020

•Provided strategic guidance to emerging brands and international companies entering the U.S. market. Leveraged over two decades of corporate leadership to support business launches across fashion, wellness, sustainability, and lifestyle sectors. Oversaw projects ranging from a $10M U.S. market expansion to large-scale wellness events with thousands of attendees.
•Helped an international fashion company open its New York office, build local teams, laying the groundwork for future domestic manufacturing.
• Co-produced The Great Work of Our Time, a global online event with John D. Liu and Jane Goodall, reaching thousands worldwide in support of ecosystem restoration.
• Curated the Attune Wellness Event featuring speakers such as Dr. Joe Dispenza, Gabby Bernstein, and Elizabeth Gilbert, serving an audience of over 3,000 attendees.
• Advised on land stewardship, regenerative living, and biohacking initiatives to support sustainable community engagement and wellness innovation.

Vice President Fashion Buying & Product Development

Forever 21
01.2013 - 01.2018
  • Directed the women’s apparel and accessories business globally, contributing over $65M in revenue growth. Reported directly to the CEO, leading global expansion initiatives, merchandising strategy, and cross-functional alignment. Managed a 30-member team across design, product development, and production. Spearheaded new revenue streams through exclusive digital assortments, developed private label collections using sustainable materials, and launched Italian leather footwear lines. Championed sustainability efforts, including sourcing organic cotton and transitioning to biodegradable packaging. Drove collaboration across Asia, Europe, and India to deliver innovative, high-quality product assortments aligned with market trends and brand strategy.

Director Of International Womans Apparel Operations

Primark Stores Limited
01.2009 - 01.2013
  • Directed global women’s apparel and accessories operations for Primark, achieving a 150% peak in sales growth and contributing triple-digit sales growth in new revenue. Reported directly to the CEO, driving strategic expansion, margin optimization, and operational alignment across merchandising, buying, and product development. Built and led high-performing international teams, recruited and developed top creative talent, and fostered a culture of innovation. Repositioned product lines to align with regional market demands, launched exclusive private label and Italian leather collections, and oversaw global product development across Asia, Europe, and India. Led key sustainability initiatives, including organic cotton sourcing and transitioning to biodegradable packaging.

Education

Bachelor of Arts - Business, Public Relations, Journalism / Marketing

Griffith College
Dublin, Ireland

Skills

  • 401(k) Rollovers Annuities & Retirement Income Solutions High-Net-Worth Client Engagement
  • Financial Wellness Education Investment Product Knowledge Transaction Processing CRM Systems
  • Regulatory Compliance Relationship Management Service Excellence Communication & Trust Building
  • Client Needs Analysis Retirement Planning Strategy Cross-Functional Collaboration
  • Consultative Selling Problem Resolution Digital Financial Tools & Platforms Series 7 & 65 In Progress

Certification

Currently pursuing FINRA Series 7 and Series 65 licenses

Timeline

Financial Advisor

Private Practice
01.2020 - Current

Business Consultant

Independent
01.2019 - 01.2020

Vice President Fashion Buying & Product Development

Forever 21
01.2013 - 01.2018

Director Of International Womans Apparel Operations

Primark Stores Limited
01.2009 - 01.2013

Bachelor of Arts - Business, Public Relations, Journalism / Marketing

Griffith College
Róisín O'Brien