As Analyst, Client Service, Brian provides concierge service to the ultra-high-net-worth clients. He also supports the financial advisors with the daily administration of sales and accounts.
Brian earned his Bachelor of Business Administration degree from the University of New England. He grew up in Darien, CT as the youngest of five boys and currently resides there today. In his spare time, Brian enjoys skiing, traveling, and playing golf.
Sign up to view 0 direct reports
Get started