Randy O’Brien is the Founder of Corporate & Endowment Solutions, or CES*. SCM works closely with CES to offer corporate benefit and tax-favored planning strategies to high-net-worth individuals and organizations.
A recognized leader in intermediary-sold and small-business executive retention strategies, Randy has been involved with designing, marketing, and selling life insurance-based accumulation and distribution strategies since 1976. Prior to founding CES in 1996, he served as Divisional Vice President, Marketing and Product Development at American General Life, and Divisional Vice President, Product and Special Markets for Executive Benefits of American Brands Corporation.
In March 2020, CES was acquired by and became a division of Equitable, and Randy has remained as the driving force behind this new division. In his executive position with CES Randy provides support to financial professionals for their clients who have needs that can be addressed with life insurance solutions.
Randy is a graduate of Butler University (B.A., Economics).
California Insurance License 0D27688.
*Corporate and Endowment Solutions (CES), including its administration services arm, CES Administration (CESA), is a division of Equitable, which is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY), Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company, and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (Equitable Financial Advisors in MI and TN). Life insurance products issued by Equitable Financial and Equitable America are co-distributed by Equitable Distributors, LLC, 1290 Avenue of the Americas, New York, NY 10104 and Equitable Network, LLC. Financial professionals of Equitable Advisors offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, (Equitable Financial Advisors in MI & TN), and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR).