Brian Bergquist's Location
Houston, TX, US
Brian Bergquist's Work
- Wealth Strategist @ Paul Comstock Partners
- Trust and Wealth Management Investment Officer @ Hills Bank and Trust Company
- Trust Investment Analyst @ Hills Bank and Trust Company
- Teller Supervisor @ Hills Bank and Trust Company
- Assistant Customer Service Manager @ Bank of the West
Brian Bergquist's Education
- University of Iowa Tippie College of Business
Bachelor of Business Administration - BBA (Finance and Financial Management Services)
2005 - 2008 - Boston University
Certified Financial Planner (Finance and Financial Management Services)
2017 - 2019 - Kingwood High School2000 - 2004
Brian Bergquist's Skills
- Electronic Trading
- Cash Management
- Banking
- Corporate Finance
- Valuation
- Portfolio Management
- Financial Modeling
- Capital Markets
- Financial Risk
- Investments
Brian Bergquist's Summary
Brian Bergquist, based in Houston, TX, US, is currently a Wealth Strategist at Paul Comstock Partners, bringing experience from previous roles at Hills Bank and Trust Company and Bank of the West. Brian Bergquist holds a 2005 - 2008 Bachelor of Business Administration - BBA in Finance and Financial Management Services @ University of Iowa Tippie College of Business. With a robust skill set that includes Electronic Trading, Cash Management, Banking, Corporate Finance, Valuation and more, Brian Bergquist contributes valuable insights to the industry. Brian Bergquist has 1 email on RocketReach.
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