Brian is a Financial Professional with Rethink Wealth where he works with individuals and small businesses to create custom strategies to help achieve long-term financial confidence.
Brian has over twenty years of financial services experiences ranging from Wall Street investment banks to consulting small businesses. He started his career in traditional fixed income asset management where he worked for Duff & Phelps Investment Management Company in Chicago and BlackRock in New York from 2000 to 2005. In 2006, he joined the investment banking division of Commerzbank AG in New York where he served in risk management and portfolio management roles for the global alternatives investments team. Starting in 2010, Brian began working in data analytics consulting where he created data-driven solutions for clients ranging from domestic banks to local oil & gas start-ups.
Brian holds bachelors in business administration in Finance & Economics from Texas Tech University and studied as a post-baccalaureate in Mathematics at the University of Houston.
Agent of Rethink Wealth, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Agent of Rethink Wealth, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.