Brian Bergman Location
- Dallas, TX, US
Brian Bergman Work
- 2021 - now Wealth Advisor @
- 2021 - 2021 Client Management @
- 2013 - 2021 Fixed Income Specialist II, Trader @
- 2012 - 2013 Financial Advisor @
Brian Bergman Education
- Kansas State University
Bachelor of Science (B.S.) (Finance)
2008 - 2012
Brian Bergman Skills
- Investment Advisory
- Business Strategy
- Microsoft Excel
- PowerPoint
- Asset Allocation
- Financial Analysis
- Qualitative Research
- Account Management
- Customer Service
- Budget Monitoring
- Strategic Financial Planning
- Risk Management
- Financial Planning
- Finance
- Investments
Brian Bergman Summary
- Brian Bergman, based in Dallas, TX, US, is currently a Wealth Advisor at Smith Anglin Financial. Brian Bergman brings experience from previous roles at Fidelity Investments, TD Ameritrade and Waddell & Reed. Brian Bergman holds a 2008 - 2012 Bachelor of Science (B.S.) in Finance @ Kansas State University. With a robust skill set that includes Investment Advisory, Business Strategy, Microsoft Excel, PowerPoint, Asset Allocation and more. Brian Bergman has 7 emails and 4 mobile phone numbers on RocketReach.
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Top Smith Anglin Financial Employees
Wayne Worthington
Wealth Advisor
Texas, United States
Steve Anglin
Managing Partner
Dallas, TX, US
Jack Snider
Director of Growth
Dallas, TX, US
Stephanie Goodwin
Operations Manager
Dallas, TX, US
Whitney Hare
Director of Tax Services
Dallas, TX, US
James Maher
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United States
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Pierce Glenn
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Denton, TX, US
Tamara Brown
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David Camarillo
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