Senior Manager, Analytics
Brian utilizes his insurance knowledge to efficiently design creative solutions for our insurance professionals to deliver to our clients and their advisors. He enjoys exploring and explaining the technical details of how insurance works in order to maximize the benefits we can provide through them.
Brian has worked in the financial services industry for over ten years beginning as a paraplanner in a small firm to a senior case designer for a leading insurance carrier. He received his Bachelors in Economics from UCLA and is a designated Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®).