Brian Lloyd has been working as a Principal at West Coast Financial since 2007. Furthermore, the person has professional experience at more than nine companies using similar skills. Brian has a total work experience of ten+ years. Brian studied at the Southern Methodist University - Cox School of Business from 1991 to 1995. Santa Barbara, California is the place where this professional presently lives. You can contact with Brian by looking for phone number or email or find full information by requesting access to this professional's details from SoftwareOfficial.
Name variants:
Bryan Lloyd,
Bryant Lloyd
Last updated Jul 05, 2024
Contact Information
Last Update
Jun 30, 2022
Email
bd**@yahoo.com
Location
Santa Barbara, CA
Company
Workplace
Colleagues
Work History
Principal
Fee-only financial management and planning services.
We serve a limited number of qualified individuals and concentrate our practice on personalized comprehensive fee-only wealth management ...
from May 2007
Director of Operations & Tournament Director
Jun 2002 — Feb 2004
Equity Analyst – Telecommunications & Internet Infrastructure
Sep 2000 — Sep 2001
Financial Analyst - Media & Telecommunications High Yield Finance
Jun 1995 — Apr 1997
Education
1991 — 1995
1989 — 1991
Occupations
Executive
Chief Executive Officer
Founder
Professor
School Principal
Health Specialist
Certified Nurse Aide
Accountant
Finance and Accounting Specialist
Board Member
Corporate Executive
Chief Executive
Founding Member
School Administrator
Educational Manager
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Management Team Executive
Operations Manager
Skills
Private Equity
Mergers and Acquisitions
Venture Capital
Financial Modeling
Investment Banking
Wealth Management
Financial Analysis
Investments
Portfolio Management
Strategy
Entrepreneurship
Finance
Business Development
Public Speaking
Leadership
Business Strategy
Retirement Planning
Corporate Development
Business Modeling
Telecom Bss
Mergers
Strategic Financial Planning
Start Ups
Coaching
Management
Due Diligence
Corporate Finance
Strategic Planning
Investment Management
Asset Management
Equities
Securities