Since 2018, Brian C Sumner has been working in Marketcounsel located 284, 284. Brian is an experienced Senior Business Development Officer with over 23 years of work experience. According to Brian's CV and work profile, this expert has worked at more than seven companies with numerous backgrounds and gained different skills. Brian attended school at the The Wharton School from 2013. This expert has professional certification in Certified Financial Planner ™ and Certified Investment Management Analyst ™. Brian can be found in Denver, Colorado – where this person currently lives. You can search for this expert's phone and email. We can also provide you detailed contact information upon request.
Name variants:
Bryan Sumner,
Bryant Sumner
Last updated Jul 05, 2024
Contact Information
Workplace
Senior Business Development Officer
Englewood, NJ
Industry
Investment Management, Business and Regulatory Compliance Consu, Consulting, Regulatory Compliance Consulting
Colleagues
Work History
Senior Business Development Officer
61 west Palisade Ave, Englewood, NJ 07631
Business Development Leadership and Engagement Management responsibilities supporting the country's preeminent Financial Advisors and RIAs. Expertise in firm startup, business consulting, in...
2018 — 2020
Vice President, Ria, Bd Distribution - Eastern U.s
600 Montgomery St, San Francisco, CA 94129
For over 37 years, ATEL Capital Group has provided dedication and service to over 50,000 investors and have priced, structured, managed, arranged, and funded billions dollars of lease and fi...
2016 — 2018
Vice President, Ria and Institutional Distribution
Leadership distribution responsibilities to RIA and Bank Trust firms focused on Unified Managed Account Platform and individual asset management strategies. Additional OCIO Institutional Inv...
2011 — 2014
Regional Vice President, Ria and Bd Distribution
7103 south Revere Pkwy, Centennial, CO
Distribution of Institutional advisory and custody platform to RIA, TAMP and Independent Wealth Management Firms.
2009 — 2011
Director, Ria Distribution and National Accounts
730 3Rd Ave, New York, NY 10017
Principal and distribution responsibilities of asset management and retirement plan solutions to leading RIA and National Account relationships.
2001 — 2009
Senior Investment Executive
38 Fountain Square Plz, Cincinnati, OH 45201
High Net Worth wealth management
1998 — 2001
Financial Consultant
High Net Worth Wealth Management (Formerly Wheat First Union)
1995 — 1998
Education
Occupations
Executive
Business Development Manager
Accountant
Finance and Accounting Specialist
Vice President
Sales Specialist
Equipment Tools Purchasing Agent
Operations Manager
Accounting Bookkeeper
Bookkeeper
Chief Executive
Department Store Salesperson
Retail Salesperson
Skills
Asset Management
Securities
Mutual Funds
Separately Managed Accounts
Alternative Investments
Distribution Management
Rias
Etfs
Asset Allocation
Investment Advisory
Tactical Asset Allocation
Custody
Foundations
Endowment Funds
Family Office
Unified Managed Accounts
Fixed Income
Convertible Securities
Institutional Sales
Sales Management
Certified Financial Planner
Certified Investment Management Analyst
Wealth Management
Investments
Portfolio Management
Financial Advisory
Compliance Management
Regulatory Compliance
Financial Institutions
Institutional Investments
Strategic Planning
Variable Annuities
Financial Services
Investment Portfolios
FAQs about Brian C Sumner
What is the profession of Brian C Sumner?
This professional's job is Business Development Officer
What are the main profession of The expert?
These person's professions are Executive and Business Development Manager
Where is Brian C Sumner located?
Brian C Sumner is located in Denver, Colorado.
Does the professional have the email address?
br**@msn.com is Brian C Sumner's email address.
How many companies did Brian C Sumner work at?
Brian C Sumner worked at seven jobs.
Where has Brian C Sumner studied?
Brian studied at the Wharton School from 2013.
What are the certifications of Brian C Sumner?
Brian received the following certifications: Certified Financial Planner ™, Certified Investment Management Analyst ™, Chartered Financial Consultant ™, and Cfp Board.
What is professional industry that Brian C Sumner worked in?
This person works in Financial Services industry.