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Evan O'brien is a seasoned finance professional with an MBA from Our Lady of the Lake University, holding various leadership roles in banking and financial analysis. He has extensive experience in financial reporting, analysis, and strategy at top organizations like Sonora Bank, USAA, and Advisors Asset Management, Inc. As EVP/CFO at Sonora Bank, he oversees financial operations and provides strategic guidance. His expertise spans financial planning, risk management, and compliance.

Experience

    • United States
    • Banking
    • 1 - 100 Employee
    • EVP/ CFO
      • Jun 2024 - Present

    • Vice President, Treasurer
      • Mar 2022 - Jun 2024

    • Financial Reporting Analyst
      • Jul 2020 - Mar 2022

  • USAA
    • San Antonio, Texas
    • Financial Analyst
      • Jul 2016 - Jul 2020
      • San Antonio, Texas

    • Regional Advisory Consultant
      • May 2014 - Jul 2016
      • boerne, texas

Education

  • 2017 - 2019
    Our Lady of the Lake University
    Master of Business Administration - MBA, Finance
  • 2009 - 2013
    Texas State University
    Bachelor of Business Administration - BBA, Finance
  • 2009 - 2013
    Texas State University-San Marcos
    Bachelor of Business Administration (B.B.A.), Accounting

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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