Brian Conneely Email & Phone Number
President @ Peak Capital Solutions
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Brian Conneely Location
- New York, NY, US
Brian Conneely Work
- President @ (May 2021 - Present)
- Managing Director and National Sales Manager @ Waypoint Real Estate Investments (November 2019 - May 2021)
- Managing Director @ Peak Capital Solutions (February 2019 - November 2019)
- Managing Director and External Sales @ Royal Palm Companies (September 2017 - April 2019)
- Managing Director and External Sales @ Participant Capital (September 2017 - April 2019)
- Regional First Vice President @ (February 2010 - June 2017)
- First Vice President @ (January 2010 - June 2017)
- Regional Vice President @ Transamerica Capital (August 2009 - February 2010)
- Director @ (October 2007 - June 2009)
- Regional Vice President @ (March 2006 - October 2007)
- Regional Vice President @ (December 2000 - March 2006)
- Manager @ (May 2000 - December 2000)
- Internal Wholesaler @ (February 1999 - May 2000)
Brian Conneely Education
- The Wharton School
Certified Investment Management Analyst®
2015-2015 - Hofstra University
BBA (Marketing)
1997-1998 - Siena University
Marketing and Management
1994-1997
Brian Conneely Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- CRM
- ETFs
- Equities
- Finance
- Financial Services
- Fixed Annuities
- Insurance
- Investment Advisory
- Investment Management
- Investments
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Sales
- Securities
- Series 24
- Series 63
- Series 7
- Strategic Financial Planning
- Trading
- Wealth Management
- Wholesale
Brian Conneely Summary
- Brian Conneely, based in New York, NY, US, is currently a President at Peak Capital Solutions. Brian Conneely brings experience from previous roles at Waypoint Real Estate Investments, Peak Capital Solutions, Royal Palm Companies and Participant Capital. Brian Conneely holds a 2015 - 2015 Certified Investment Management Analyst® @ The Wharton School. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, CRM, ETFs and more. Brian Conneely has 5 emails and 2 mobile phone numbers on RocketReach.
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