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Paddy O'Brien

Paddy O'Brien

Fundraising and Development

Followers of Paddy O'Brien1000 followers
location of Paddy O'BrienSan Francisco, California, United States

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  • Timeline

  • About me

    Vice President of Investments at Foss & Company

  • Education

    • University of Otago

      -
      Master of Finance

      Activities and Societies: Otago Venture Capital and Private Equity Club - President. Audacious Business Case Pitch Competition - Best Pitch.

    • University of Otago

      -
      Bachelor of Science - BS Economics

      Activities and Societies: Otago Finance and Accounting Society - Head of Private Equity. Otago University Rowing Club - Oarsman. Youngest Graduate of the Bachelors of Science in Economics in the history of Otago University.

  • Experience

    • UCSF Medical Center

      Jan 2011 - Jan 2015
      Fundraising and Development

    • Otago Finance & Accounting Society

      Oct 2017 - Jan 2019
      Director of Private Equity

    • Otago Venture Capital and Private Equity Club

      Jan 2019 - Jan 2020
      President

    • Foss & Company

      Apr 2020 - now

      Foss and Company is a nationally recognized institutional investment management firm dedicated to providing corporate investors the greatest access to federal and state tax credit driven investments available in the tax credit marketplace.

      • Vice President of Investments

        Jul 2021 - now

      • Investments Associate

        Dec 2020 - Jun 2021

      • Research Analyst

        Apr 2020 - Dec 2020

    • AccesserCise

      Mar 2024 - now
      Advisory Board Member

  • Licenses & Certifications

    • Series 63

      FINRA
      Jan 2021

    • Series 22

      FINRA
      Dec 2020

  • Honors & Awards

    • Awarded to Paddy O'Brien
      Bob Cummings Cup Marin Rowing Association Jun 2016 Most Valuable Player & Exemplary Role Model.
    • Awarded to Paddy O'Brien
      Outstanding Youth in Philanthropy AFP, Association of Fundraising Professionals Nov 2011 "The Outstanding Youth in Philanthropy Award recognizes service by an individualor group of young people, ages 5 to 17, who demonstrate outstandingcommitment to the community through direct financial support, developmentof charitable programs, volunteering and leadership in philanthropy.
    • Awarded to Paddy O'Brien
      General Colin Powell Medal of Courage General Colin Powell Dec 2010 The Honor was given to me as a token of recognition for the perseverance and grit that emerged while in treatment for an Ewing Sarcoma.