Since 2018, Bryan Mcgrath has been working in Bny Mellon Wealth Management situated 4, 4. This person is a high-skilled Senior Wealth Director, Certified Wealth Stategist with over 29 years of work experience. According to Bryan's CV and work profile, this professional has worked at more than seven companies with numerous backgrounds and got various skills. Bryan Mcgrath has professional certification in Series 7,66 and Certified Wealth Strategist. Bryan can be found in Cleveland, Ohio – where this person currently lives. You can search for Bryan's phone number and email. We can also provide you with detailed contact information upon request.
Name variants:
Brian Mcgrath
Last updated Jul 05, 2024
Contact Information
Last Update
Jul 5, 2022
Email
br**@firstniagara.com, br**@comcast.net
Location
Cleveland, OH
Company
Workplace
Senior Wealth Director, Certified Wealth Stategist
New York, NY
Industry
Financial Services
Colleagues
Work History
Senior Wealth Director, Certified Wealth Stategist
200 Park Ave, New York, NY 10016
Certified Wealth Strategist focused on clients in the Northeast while educating them on a deep and sophisticated understanding of how the economic environment affects the management of wealt...
from Aug 2018
Senior Wealth Advisor, Certified Wealth Strategist
127 Public Sq, Cleveland, OH 44114
Senior Wealth Advisor covering both New Jersey and Pennsylvania to grow and expand services which include high net worth families, individual clients, and institutional needs. Work with the ...
May 2014 — May 2018
Senior Wealth Advisor and Private Banking Division
First Senior Private Banker hired in Philadelphia to grow and expand the wealth and private banking needs for the Region. Work with the banking teams on both the retail and commercial bankin...
May 2010 — May 2014
Regional Executive
75 State St, Boston, MA 02109
Philadelphia Team Leader and Regional Director for new business. Responsibilities include daily management of 16 Sovereign employees on the administrative and sales side for NJ, NY, and PA. ...
Jan 2008 — Jan 2010
Senior Vice President
Midatlantic team leader focusing on business development with the expasion on team growth in the Midatlantic Region. Strong relationships with COI's and brand network for wealth mangement se...
2000 — Jan 2008
Assistant Vice President
300 5Th Ave, Pittsburgh, PA 15222
Highly diversified and growing financial services organization spanning the retail, business and corporate markets.; Managing complex estates, trusts, custodian, and IRA's for approximately ...
Jan 1993 — Jan 2000
Administrative Officer
Handled 150 accounts ranging from IRA's, trusts, custodian, estate, and investment advisory accounts. Completed a two-year training program for retail, lending, and cash management products.
Jan 1989 — Jan 1993
Education
2018 — 2018
from 1997
upto
from 1995
1985 — 1989
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
Advisor
Lawyer
Fiduciary
Operations Manager
Accounting Bookkeeper
Bookkeeper
Trust Law Attorney
Lawyer
Skills
Banking
Financial Services
Finance
Commercial Banking
Portfolio Management
Cash Management
Credit
Capital Markets
Commercial Lending
Investment Advisory
Private Banking
Loans
Customer Service
Risk Management
Financial Analysis
Relationship Management
Fixed Income
Insurance
Investment Management
Management
Wealth Management Services
Wealth Management
Retail
Leadership
Sales
Windows 2000
Books
System Administration
Forecasting
New Business Development
Mortgage Lending
Investments
Adobe Director
FAQs about Bryan Mcgrath
What's the profession of Bryan Mcgrath?
This professional's job is Senior Wealth Director, Certified Wealth Stategist
What are the profession of Bryan?
These person's professions are Executive and Director
Where does Bryan Mcgrath currently live?
The expert currently lives in Cleveland, Ohio.
What is the professional's email?
Bryan Mcgrath's email is br**@firstniagara.com and br**@comcast.net.
Where did Bryan Mcgrath work?
This expert worked at Bny Mellon Wealth Management, Keybank.
What education does Bryan Mcgrath have?
Bryan studied at the from 2018 to 2018.
What are the certifications of Bryan Mcgrath?
This expert received the following certifications: Series 7,66, Certified Wealth Strategist, and Financial Industry Regulatory Authority (Finra).
Are there any industries, that Bryan Mcgrath works in?
This person works in Financial Services industry.