Brian Bristow Email
Founding Partner @ The Ridgeback Group
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Brian Bristow Location
- Charlotte, NC, US
Brian Bristow Work
- Founding Partner @ (August 2023 - Present)
- SVP - Business Analysis, Wealth Management @ (February 2022 - July 2023)
- VP, Program Manager - Financial Advisor - VSECU @ CUNA Brokerage Services, Inc. (August 2015 - February 2022)
- Vice President - M Holdings Securities @ (August 2009 - July 2015)
- Field Advocate @ (August 2005 - August 2009)
- Internal Wholesaler @ Sentinel Investments (March 2001 - August 2005)
Brian Bristow Education
- DePaul University
Bachelor's degree (Psychology)
- University of Phoenix
MBA (Marketing)
Brian Bristow Skills
- 401(k) Retirement Savings Plans
- 401k Rollovers
- Annuities
- Banking
- Bonds
- Business Relationship Management
- College Savings Plans
- Credit Unions
- FinTech
- Finance
- Financial Advisor
- Financial Planning
- Financial Risk Management
- Financial Services
- IRAs
- Investments
- Leadership
- Life Cycle Planning
- Life Insurance
- Long-term Care
- Management
- Mutual Funds
- Real Estate Investment Trust (REIT)
- Retirement Planning
- Sales
- Separately Managed Accounts
- Stocks
- Technology Integration
- Trading
- Trusts
- Variable Life
Brian Bristow Summary
- Brian Bristow, based in Charlotte, NC, US, is currently a Founding Partner at The Ridgeback Group. Brian Bristow brings experience from previous roles at JIFFY.ai, CUNA Brokerage Services, Inc., M Financial Group and National Life Group. Brian Bristow holds a Bachelor's degree in Psychology @ DePaul University. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k Rollovers, Annuities, Banking, Bonds and more. Brian Bristow has 1 emails on RocketReach.
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Top The Ridgeback Group Employees
Brendan Connolly
Firm Partner, Wealth Management
Houston, TX, US
Hannah Farnham
Head of Design
New York, NY, US
Cole Porter
Firm Partner
Charlotte, NC, US
Brendan Costello
Senior Contributor
Portland, OR, US
Kyle Jones
Case Design and Sales Engineer
Portland, OR, US
Dan Murphy
Co-Founder
Hartford, CT, US
Matt Murphy
Co-Founder and President
Charlotte, NC, US
Brian Murphy
Chair and CEO
Charlotte, NC, US
Erica Mains
Firm Specialist
Nazareth, PA, US
Nathan Hedrick
Founding Partner, Operations
West Hartford, CT, US
Brian Bristow
Founding Partner
Charlotte, NC, US
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