Brian Whitaker is a skilled professional, who works in North Park University main office of which is in 226. as a Advisory Board - School of Business and Non-Profit from 2007. This expert gained professional experience in more than seven positions at different companies. Brian Whitaker went to the North Park University and was studying there from 1986 to 1989. Brian has such qualifications as Certified Financial Planner and Certified Financial Planner Board of Standards, Inc.. Seattle, Washington is the area, where this professional was known to live. Brian Whitaker's contacts are accessed through this website on demand.
Name variants:
Bryan Whitaker,
Bryant Whitaker
Last updated Jul 05, 2024
Contact Information
Last Update
Jul 4, 2022
Email
bs**@comcast.net
Location
Seattle, WA
Company
North Park University
Workplace
Advisory Board - School of Business and Non-Profit
Work History
Advisory Board - School of Business and Non-Profit
3225 west Foster Ave, Chicago, IL 60640
Jan 2007 — Jan 2013
Client Advisor
801 2Nd Ave SUITE 1600, Seattle, WA 98104
Laird Norton Wealth Management is one of the Pacific Northwest's largest privately held wealth management firms, with nearly $4 billion in assets under advisement. Brian manages client asset...
from Sep 2003
Client Advisor
Responsible for managing client relationships, creating and presenting comprehensive financial plans, and managing investment portfolios. Leadership role with key emphasis on the development...
2001 — 2003
Education
1986 — 1989
Occupations
Advisor
Non-Profit
Accountant
Finance and Accounting Specialist
Executive
Treasurer
Accounting Bookkeeper
Bookkeeper
Financial Officer
Financial Manager
Skills
Wealth Management
Retirement Planning
Wealth
Portfolio Management
Finance
Financial Planning
Strategic Planning
Financial Planners
Financial Advisory
Estate Planning
Asset Allocation
Management
Financial Services
Philanthropy
Financial Analysis
Securities
Strategy
Elder Care Planning
FAQs about Brian Whitaker
What's the main profession of Brian Whitaker?
Brian is a Client Advisor.
What are the main profession of This professional?
These person's professions are Advisor
Where does Brian Whitaker currently live?
Seattle, Washington is the place where Brian Whitaker lives
Does Brian Whitaker have the email address?
bs**@comcast.net is The expert's email address.
Where did Brian Whitaker work?
The expert worked at North Park University, Evangelical Covenant Church.
Where has Brian Whitaker studied?
Brian studied at the North Park University from 1986 to 1989.
Are there any professional certifications Brian Whitaker has?
This expert received the following certifications: Certified Financial Planner and Certified Financial Planner Board of Standards, Inc..
What is professional industry that Brian Whitaker is connected to?
This person works in Financial Services industry.