Where does Dave O’Brien work?

Dave O’Brien is Advisory Partner at IA Capital Group.

Where did Dave O’Brien go to school?

Dave O’Brien studied at University of Iowa (Bachelor of Business Administration (BBA), Marketing).

Dave O’Brien

Investor

Oconomowoc, Wisconsin, United States

About

Dave O’Brien is an advisory partner at IA Capital Group. He previously served as CEO of Agreement Express, a digital onboarding and process automation platform for wealth management firms and payment service providers, and was a founding member of Zywave, an insurance software provider, where he became CEO in 2013 and led its shift to a SaaS platform, along with several acquisitions and exits. He holds a BBA in Marketing from the University of Iowa.

Experience

IA Capital GroupStrategic Advisorcurrent2023 — present
Elevara GrowthSenior Consultantcurrent2018 — present
Agreement ExpressCEO2019 — 2022Milwaukee
ZywaveCEO2013 — 2017Greater Milwaukee Area
ZywavePresident2012 — 2013Greater Milwaukee Area
ZywaveExecutive Vice President1998 — 2012Greater Milwaukee Area
Frank F. Haack and AssociatesVice President1992 — 1997
MetLifeAccount Executive1988 — 1992

Skills & more

Enterprise Software2Account Management26Health Insurance2Insurance32Human Resources3

From Dave's professional profile.

Colleagues at IA Capital Group

Andy Lerner

Managing Partner at IA Capital Group

Anton Wesener

Principal at IA Capital Group

Bob Sollmann

Advisory Partner at IA Capital Group

Brett Baris

Advisory Partner at IA Capital Group

Bruce MacFarlane

Advisory Partner at IA Capital Group

Christy Lane

Venture Partner at IA Capital Group

Joseph Scheerer

Advisory Partner at IA Capital Group

Matt Perlman

Advisory Partner at IA Capital Group

Frequently asked questions

Who is Dave O’Brien?: Dave O’Brien is an advisory partner at IA Capital Group. He previously served as CEO of Agreement Express, a digital onboarding and process automation platform for wealth management firms and payment service providers, and was a founding member of Zywave, an insurance software provider, where he became CEO in 2013 and led its shift to a SaaS platform, along with several acquisitions and exits. He holds a BBA in Marketing from the University of Iowa.
Where does Dave O’Brien work?: Dave O’Brien is Advisory Partner at IA Capital Group.
Where did Dave O’Brien go to school?: Dave O’Brien studied at University of Iowa (Bachelor of Business Administration (BBA), Marketing).