Brian Betterman Email & Phone Number
VP Strategic Sales @ Csquare
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Brian Betterman Location
- Denver, CO, US
Brian Betterman Work
- VP Strategic Sales @ (January 2025 - Present)
- Director, Strategic Accounts - Hyperscale @ (April 2021 - January 2025)
- Private Client Advisor, SVP @ (June 2018 - January 2021)
- Private Banker, VP @ (May 2014 - June 2018)
- Sr. Private Banker, VP @ (December 2010 - May 2014)
Brian Betterman Education
- Regis University
Master of Business Administration (M.B.A.)
2012-2014 - Florida Atlantic University
Bachelor's Degree
2005-2009 - Saint Louis University - Madrid Campus
Bachelor of Arts - BA (Spanish and Iberian Studies)
2006-2008
Brian Betterman Skills
- Complex Sales
- Business Insights
- Annual Planning
- Business Development
- Private Banking
- Multi-generational wealth transfer
- Credit
- Loans
- Financial Analysis
- Finance
- Wealth Management
- Retirement Planning
- Mortgage Lending
- Portfolio Management
- Securities
- Investment Advisory
- Investment Strategies
- Financial Planning
- Estate Planning
- Asset Allocation
- Banking
- Financial Services
- Financial Advisory
- Analytical Skills
- Insurance Planning
- Life Insurance
- Financial Reporting
- Financial Modeling
- Financial Accounting
- Sales Process
- Sales Management
- Sales Presentations
- Client Development
- Organization Skills
- Time Management
- Teamwork
- Team Building
- Team Leadership
- Spanish
- Trust Services
- Long Term Care Insurance
- Wealth Management Services
- Wealth Accumulation
- Wealth Transfer
- Wealth Preservation
- Wealth Preservation Planning
- Family Wealth Management
- MBA
- Broker-Dealer
- Investment Advisory Services
- Series 7
- Series 66
- Insurance
Brian Betterman Summary
- Brian Betterman, based in Denver, CO, US, is currently a VP Strategic Sales at CentersquareDC. Brian Betterman brings experience from previous roles at CentersquareDC, Bank of America Private Bank, Wells Fargo Private Bank and Wells Fargo. Brian Betterman holds a 2012 - 2014 Master of Business Administration (M.B.A.) @ Regis University. With a robust skill set that includes Complex Sales, Business Insights, Annual Planning, Business Development, Private Banking and more. Brian Betterman has 2 emails and 2 mobile phone numbers on RocketReach.
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Brian Betterman
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