Brian Willer, CFA, CIMA has extensive experience in the financial industry, starting their career at Fidelity Investments as a Regional Investment Consultant from June 2006 to April 2011. Brian then moved to ADP Retirement Services as a 401k Wholesaler from April 2011 to April 2013. Currently, Brian is employed at Federated Hermes, where they have held roles as Vice President and Senior Vice President in Institutional Business Development since April 2013.
Brian Willer, CFA, CIMA holds a Bachelor's degree in Business Administration from Bryant University. Brian has additional certifications as an Ironman Boulder 140.6 Finisher and holds the CFA designation from the CFA Institute, as well as the CIMA certification from the Investments & Wealth Institute.
February, 2022 - present
April, 2013