With work experience over 12 years, Brian is now working at Matson Money which is based in 1173 as a Investment Services Specialist. Brian received his education from 2008 to 2012 at the Thomas More University. This expert can be found in Cincinnati, Ohio. To contact directly Brian, you can look for their phone number or email address or find further information by requesting access to the professional's additional details on this webpage.
Name variants:
Bryan Debord,
Bryant Debord
Last updated Jul 04, 2024
Contact Information
Last Update
Jul 8, 2022
Email
br**@matsonmoney.com, de**@gmail.com
Location
Cincinnati, OH
Company
Workplace
Investment Services Specialist
Mason, OH
Industry
Investment Management, Investment Advisory Service
Colleagues
Work History
Investment Services Specialist
5955 Deerfield Blvd, Mason, OH 45040
Responsibilities:
Coordinate high volume back office operations for independent fee based financial advisers
Act as liaison between advisers offices and third party custodians
Rebalance ...
May 2013 — Jan 2019
Private Banking Relationship Manager
800 Nicollet Mall, Minneapolis, MN 55402
Responsibilities: Managed a portfolio of the Bank’s high net worth clients with the goal of increasing relationship profitability while maintaining existing accounts and providing exemplary ...
Feb 2009 — Aug 2012
Credit Analyst
Responsibilities: Provided support to Private Banking Relationship Managers in all aspects of lending from application to post funding maintenance. Performed detailed analysis of personal & ...
Jul 2006 — Feb 2009
Education
2008 — 2012
Occupations
Executive
Team Leader
Accountant
Finance and Accounting Specialist
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Credit
Loans
Banking
Credit Analysis
Wealth Management
Financial Analysis
Investments
Private Banking
Series 63
Series 6
FAQs about Brian Debord
What's the main profession of Brian Debord?
This professional's job is Investment Services Team Lead
What are the profession of This professional?
These person's professions are Executive and Team Leader
Where does Brian Debord live?
Brian lives in Cincinnati, Ohio.
What is Brian Debord's email?
Brian Debord's email is br**@matsonmoney.com and de**@gmail.com.
How many companies did Brian Debord work at?
The professional worked at four jobs.
What education does Brian Debord have?
Brian studied at the Thomas More University from 2008 to 2012.
What is the industry that Brian Debord worked in?
This person works in Financial Services industry.
Are there any professional skills Brian Debord has?
This person has skills in the following areas: Credit, Loans, Banking, Credit Analysis, Wealth Management, Financial Analysis, Investments, Private Banking, Series 63, and Series 6.