Brian Bergman Email & Phone Number
Wealth Advisor @ Smith Anglin Financial
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Brian Bergman Location
- Dallas, TX, US
Brian Bergman Work
- Wealth Advisor @ (October 2021 - Present)
- Client Management @ (January 2021 - October 2021)
- Fixed Income Specialist II, Trader @ (May 2013 - January 2021)
- Financial Advisor @ (January 2012 - May 2013)
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 8 emails and 4 mobile phone numbers on RocketReach.
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