Edward OBrien is a fintech pioneer with over 35 years of experience building technology for wealth managers. He leads Fidelity Institutional Technology, following a successful six-year tenure as CEO of eMoney Advisor. An MBA graduate from Bentley University, he holds Series 7 and 24 certifications and has led teams to earn multiple patents.
His passion for technology began with the first home computers in the 1980s. He is driven to use technology to create a personal and emotional impact, focusing on making financial planning more accessible to average people and not just the wealthy. He values connecting with colleagues and celebrating team achievements.
Unique fact: He led the team that was granted two patents for the innovative technology design used to launch WealthScape®, Fidelitys platform for financial advisors.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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