Brian Dumonte

Brian Dumonte is an accomplished finance professional with extensive experience in business development and sales consultancy within the financial services sector. Currently serving as Regional Vice President at Transamerica since July 2024, Dumonte has held various influential roles including Regional Business Consultant at Potomac Fund Management, Inc. and Relationship Manager at Adhesion Wealth Advisor Solutions. Previous positions include Regional Vice President at Orion Portfolio Solutions and Senior Internal Sales Consultant at Morningstar. Additionally, Dumonte has a strong background from Envestnet, where responsibilities ranged from AVP, Financial Planning Business Development to Senior Regional Consultant. Dumonte began their career at UniFirst Corporation as Assistant Production Manager. Brian Dumonte earned a Bachelor of Arts in Finance from Ball State University's Miller College of Business.