What do you like most about being part of O'Brien?
I love working on a team that truly strives to maximize the potential of every member. Everyone at O’Brien is great at what they do, and even better at combining their specialties to maximize our team’s potential. I am grateful to work in such an adaptable, friendly environment with a team that looks out for each other as well as our clients.
Can you share one secret to success that has been helpful to you in your career?
There is no such thing as knowing it all. I keep an open, humble mind that is always ready to learn something new. There are always ways to improve no matter your age or industry.
If wealth management were an ocean, what kind of creature would you be?
I would be a Globe Skimmer. Globe Skimmers are small dragonflies notorious for traveling long distances. In fact, they can cross entire oceans without landing. Dragonflies symbolize transformation, poise, and self-realization. I strongly believe in perpetual learning and self-improvement while embracing the world around you with grace. These vibrant explorers are nature’s reminder to do just that.
What would your co-workers say is your superpower?
My superpower is innovation. I enjoy creative problem solving and always work to find the best solution when presented with new challenges. If there’s a better way for us to serve a client, I will find it and make it happen.
You're a new addition to the crayon box, what color would you be?
Coral Pink. I am high-spirited and compassionate, bringing warmth and optimism to those around me. The bold yet peaceful energy of this color is an excellent representation of the attitude I bring to my social and professional circles.
Zoe joined O’Brien as a Client Solutions Specialist in July 2023. She brings a warm, attentive, and organized energy to the team and to our clients. She loves to bake, travel, dance, and read or write in her free time.
Zoe has a Bachelor of Arts in Spanish and Global Studies with concentrations in intercultural communications and conflict resolution. She has a passion for socioeconomic justice and is always looking for ways to get involved in serving her community.