Brian Roush is currently the Investment Lead for OurProspera, where they focus on effective and value-driven investment strategies. Previously, Brian served as an Investment Specialist at Lincoln Financial and a Financial Advisor at Merrill Lynch, dedicating their efforts to goal-centered financial planning and wealth management. Before that, Brian was a Private Client Banker at JPMorgan Chase Bank and gained retail experience as a Sales Associate at Bass Pro Shops. They hold a Bachelor's degree in Finance from Santa Clara University and are pursuing further education with the CFA Institute.
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