Brian Baskin Email & Phone Number
CFP®, Senior Financial Planning Consultant @ SSG Executive Advisory Group of Raymond James
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Brian Baskin Location
- Philadelphia, PA, US
Brian Baskin Work
- 2017 -now CFP®, Senior Financial Planning Consultant @
- 2017 -now CFP®, Senior Financial Planning Consultant @
- 2007 -2017 *CFP®, Wealth Management Associate, Portfolio Manager Associate @ Morgan Stanley
Brian Baskin Education
- Rutgers, The State University of New Jersey-Camden
B.S. (Finance)
2003-2005
Brian Baskin Skills
- Leadership
- Portfolio Management
- Microsoft Office
- Financial Reporting
- Investments
- Financial Analysis
- Strategy
- Wealth Management Services
- Alternative Investments
- Life Insurance
Brian Baskin Summary
- Brian Baskin, based in Philadelphia, PA, US, is currently a CFP®, Senior Financial Planning Consultant at SSG Executive Advisory Group of Raymond James. Brian Baskin brings experience from previous roles at Raymond James and Morgan Stanley. Brian Baskin holds a 2003 - 2005 B.S. in Finance @ Rutgers, The State University of New Jersey-Camden. With a robust skill set that includes Leadership, Portfolio Management, Microsoft Office, Financial Reporting, Investments and more. Brian Baskin has 2 emails and 1 mobile phone numbers on RocketReach.
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