BZ

Brian Zellner

Vice President, Deputy CCO - Wealth Management at D.A. Davidson & Co.

Brian Zellner has extensive work experience in the financial industry. Brian currently works at D.A. Davidson Companies as the Vice President, Deputy CCO - Wealth Management. Brian joined the company in 2018 and has held various roles such as Vice President, Director of Wealth Management Compliance and Senior Compliance Examiner. Prior to D.A. Davidson Companies, Brian worked at LPL Financial as the Manager, Complex Product Supervision from 2013 to 2016. Brian also worked at Merrill Lynch as the Senior Central Supervision Principal from 2011 to 2013.

Brian Zellner's education history includes attendance at the University of Florida. However, no specific start or end year is available, and the degree name and field of study remain unknown.

Links

Previous companies

LPL Financial logo

Timeline

  • Vice President, Deputy CCO - Wealth Management

    December, 2022 - present

  • Vice President Director Of Wealth Management Compliance

    December, 2021

  • Vice President Compliance Manager

    January, 2019

  • Senior Compliance Examiner

    April, 2018

A panel showing how The Org can help with contacting the right person.