Brock Burgess has held various roles in the financial and client services industry, including positions such as Managing Director of Client Services, Senior Accountant, and Accounting Associate at Jitasa. Prior to that, Brock worked in media relations at the University of Idaho and gained valuable business experience as an intern at Universal Forest Products. Burgess earned a Bachelor of Science degree in Finance from the University of Idaho.
November 1, 2023 - present
October, 2021
November, 2017
April, 2015
May, 2013
Managing Director Of Client Services at HaystackID
Managing Director Of Client Services at FrontierView
Managing Director Of Client Services at Twain Financial Partners
Managing Director Of Client Services, Co-head Of Business Development at Berkeley Research Group
Managing Director Of Client Services at VIP