What do you like most about being part of O'Brien?
I’m thrilled to be part of a team and company that values collaboration, culture, engagement, and continuous improvement. Being in an environment where these principles are prioritized motivates me to give my best every day. I’m excited to contribute to our shared success while continuously growing alongside such a dedicated and dynamic group of professionals.
Can you share one secret to success that has been helpful to you in your career?
The practice of continuous learning. No matter how much experience I gain, I always make it a point to stay curious, seek out new knowledge, and adapt to changes.
If wealth management were an ocean, what kind of creature would you be?
Jellyfish. They are adaptable and able to thrive in a wide range of environments. They move fluidly with the currents, which symbolizes how I adapt as a client service professional to the ever-changing financial landscape, ensuring clients are guided smoothly through any situation.
What would your co-workers say is your superpower?
Dependability. I am someone who consistently delivers on promises, can be trusted to get the job done efficiently, and always there when needed, no matter the situation. I enjoy helping others and working as team.
You're a new addition to the crayon box, what color would you be?
Cinnamon Satin. Autumn in New England is my favorite season. If a drink or dessert has cinnamon in it, I’m all in. I have a warm, grounded, and approachable personality. I have a natural ability to connect with others, creating a welcoming environment. Cinnamon’s earthy tones convey a sense of stability and reliability. In Client Service, being dependable, paying attention to detail and earning trust are crucial.
Before joining O’Brien as a Client Solutions Specialist in May of 2024, Celicia worked at Charles Schwab in Alternative Investments and at Thomas Partners/Schwab as a Client Service Associate. Celicia has a Bachelor of Science from the University of Massachusetts Boston with a concentration in Global Affairs and a certification in Paralegal Studies from Boston University. Celicia is currently enrolled at the College For Financial Planning through Kaplan to become a Certified Financial Planner. Outside of work she loves spending time with her daughter and fiancé, going to museums, traveling, event planning and fundraising for my church.
"Always do your best. What you plant now, you will harvest later."
