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Susanna O'Brien, CFA

Susanna O'Brien, CFA

Portfolio Valuation Specialist

Followers of Susanna O'Brien, CFA2000 followers
location of Susanna O'Brien, CFAGreater Boston

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  • Timeline

  • About me

    Managing Director at Houlihan Lokey

  • Education

    • University of Vermont

      -
      Bachelor of Science (B.S.) Finance, General

  • Experience

    • Duff & Phelps

      Jul 2011 - Aug 2016
      Portfolio Valuation Specialist

    • Houlihan Lokey

      Aug 2016 - now

      • Managing Director

        Apr 2024 - now

      • Director

        Apr 2021 - Mar 2024

      • Senior Vice President

        Apr 2018 - Mar 2021

      • Vice President

        Aug 2016 - Mar 2018

  • Licenses & Certifications

    • Series 63 - Uniform Securities Agent State Law Exam

      Financial Industry Regulatory Authority (FINRA)
      Nov 2016

    • Series 79 - Investment Banking Representative Exam

      Financial Industry Regulatory Authority (FINRA)
      Oct 2016