Brian Feeley is a seasoned financial professional with extensive experience in financial advisory and client relationship management. Currently serving as a Financial Services Advisor at Charter Oak Financial since November 2022, Brian previously worked at Northeast Financial Group/Pruco Securities from September 2016 to September 2022, where notable achievements included the Life Concierge Achievement Winner and Sophomore of the Year in 2019. Earlier roles also include Account Manager at Safeguard P.P.B.S. and Founding Member and Head of Administration at Creative Merchant Solutions, showcasing a strong background in client acquisition, analysis, and marketing solutions. Additionally, as a Client Relationship Manager at Eagle Point Financial LLC, Brian managed a diverse portfolio of over 60 clients with significant annual revenue.
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