Since 2009, Brian Hunter has been working in Bristol County Savings Bank based 765, 765. Brian is a qualified Vice President, Financial Advisory Services Division with over 14 years of work experience. According to Brian's CV and work profile, Brian Hunter has worked at more than five companies with numerous backgrounds and got different skills. Brian attended school at the Kaplan University from 2004 to 2005. This person has professional certification in Cfp® and Series 7 - General Securities Representative Exam. Brian Hunter can be found in Norton, Massachusetts – where this expert is currently located. You can search for this professional's email address and number. We can also provide you detailed contact information upon request.
Name variants:
Bryan Hunter,
Bryant Hunter
Last updated Jul 05, 2024
Contact Information
Last Update
Jul 8, 2022
Email
bh**@gmail.com
Location
Norton, MA
Company
Workplace
Colleagues
Work History
Vice President, Financial Advisory Services Division
29 Broadway, Taunton, MA 02780
Vice President, Financial Advisory Services Division
from Oct 2009
V.p., Trust Officer
Served as an advisor to high net worth individuals and their families. Collaborated with clients, their attorneys and accountants to develop and implement sophisticated estate plans.
2006 — 2009
V P., Manager of Administration and Relationship Management, New England
Managed the admiinistrative and relationship teams in the wealth management division throughout New England. Worked closely with affluent individuals and their advisors.
2003 — 2006
Principal and Relationship Manager
1 Lincoln St, Boston, MA 02135
Worked closely with not-for-profit institutions and their donors. Provided fiduciary and administrative oversight for various planned giving instruments including Charitable Remainder trusts...
1995 — 2002
Benefits Plans and Retirement Plans Specialist
100 Federal St, Boston, MA 02110
Provided investment support to participants of various company-sponsored retirement plans.
1992 — 1993
Education
Occupations
Financial Broker
Financial Consultant
Executive
Vice President
Advisor
Financial Services Professional
Financial Services Sales Agent
Chief Executive
Skills
Financial Planning
Retirement Planning
Wealth Management
Estate Planning
Investment Advisory
Financial Advisory
Strategic Financial Planning
Financial Planners
Financial Analysis
Asset Management
Insurance
Banking
Asset Allocation
Portfolio Management
Investments
Mutual Funds
Trust Services
Insurance Planning
Certified Financial Planner
High Net Worth Individuals
Insurance Strategies
FAQs about Brian Hunter
What is the main profession of Brian Hunter?
The expert is a Financial Advisor.
What are the profession of Brian?
These person's professions are Financial Broker and Financial Consultant
Where does Brian Hunter live?
Norton, Massachusetts is the place where Brian Hunter currently lives
Does Brian Hunter have the email address?
bh**@gmail.com is Brian Hunter's email address.
How many companies did Brian Hunter work at?
Brian Hunter worked at five jobs.
What education does Brian Hunter have?
Brian studied at the Kaplan University from 2004 to 2005.
Are there any certifications Brian Hunter has?
The expert received the following certifications: Cfp®, Series 7 - General Securities Representative Exam, and Series 66 - Uniform Combined Law Examination.
What is the industry that Brian Hunter worked in?
This professional works in Investment Management industry.