For over nine years Brian Charles Mckelvey worked in different jobs. Recently, this professional worked as a Business Development Consultant in Weatherstone Capital Management enhancing knowledge. This person graduated from Regis University in 2023 where the professional received all the required skills and knowledge. This person has all necessary skills and knowledge for his job, that is proven by these certifications in Almi, Series 6, and Life & Health Insurance. This person knows English. You can find Brian Charles Mckelvey in Parker, Colorado, where he lives nowadays. SoftwareOfficial has all the information you need to be in touch with Brian Charles Mckelvey, such as this person's number or email. Send the request to get additional info.
Name variants:
Bryan Mckelvey,
Bryant Mckelvey
Last updated Jul 05, 2024
Contact Information
Last Update
Jul 10, 2022
Email
bm**@weatherstonecm.com, bm**@live.com, bm**@crescat.net
Location
Parker, CO
Company
Workplace
Business Development Consultant
Denver, CO
Industry
Financial Services, Management Services
Colleagues
Work History
Business Development Consultant
11152 Huron St SUITE 105, Denver, CO 80234
Weatherstone Capital Management is a tactical, yet opportunistic portfolio strategist/OCIO, focused on delivering security, stability, and confidence to its investors, through an extensive l...
from Aug 2017
Director of Marketing and Business Development
1560 Broadway SUITE 2270, Denver, CO 80202
Crescat Capital is an SEC-registered asset management firm located in Denver, Colorado. We manage capital for institutions and family offices based on a value-driven approach. Our investment...
Jun 2015 — Jul 2017
Virtual Regional Vice President
Maryland
Virtual Regional Vice President, providing consult to Financial Advisors on Transamerica Mutual Funds throughout Metro NYC, Long Island and upstate NY, Northern NJ, PA, WV, VA, and Northern ...
Jan 2015 — Jun 2015
Education
2014 — 2023
2011 — 2013
2011 — 2013
2002 — 2004
1994 — 1998
Occupations
Counselor
Security
Financial Broker
Certified Financial Planner
Health Specialist
Certified Nurse Aide
Accountant
Finance and Accounting Specialist
Executive
Marketing Director
Advisor
Puchasing and Estimating Manager
Financial Manager
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Finance
Hedge Funds
Financial Services
Relationship Management
Retirement Planning
Investments
Mutual Funds
Series 6
Customer Service
Fixed Annuities
Retirement
Variable Annuities
Insurance
Sales
Financial Planning
Life Insurance
Iras
Microsoft Excel
Financial Analysis
Term Life Insurance
Strategic Financial Planning
Personal Finance
Microsoft Office
Call Centers
Salesforce.com
Income Protection
Sales Presentations
Capital Markets
Fundraising
Asset Management
Asset Allocation
Alternative Investments
Securities
Management
Investment Strategies
Risk Management
Client Services
Coaching
Financial Markets
Recruiting
Wholesale
Investment Advisory
Customer Relationship Management
Strategic Planning
Team Management
Training
English
Separately Managed Accounts
Allocations
Global Macro
Financial Guidance
Business Relationship Management
Written Communication
Product Strategy
Relationship Building
Wealth Management
Product Marketing
Presentation Skills
Hospitality Industry
Business Development
Cooking
Budget Management
Food Service Operations
Food Industry
Non Profit Volunteering
Volunteer Recruiting
Volunteer Training
Youth Mentoring
Youth Programs