Brian Connelly Email & Phone Number
Advisor and Partner @ Diversified Wealth Management
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Brian Connelly Location
- Burnsville, MN, US
Brian Connelly Work
- Advisor and Partner @ (January 2024 - Present)
- Financial Advisor at Focus Financial @ (March 2022 - January 2024)
- Regional Vice President @ (January 2006 - March 2022)
- Internal Wholesaler @ (January 2003 - December 2005)
- Financial Analyst @ (June 2001 - December 2002)
Brian Connelly Education
- University of St. Thomas
B.A. (Financial Management)
1997-2001
Brian Connelly Skills
- Selling
- Strategic Financial Planning
- Investments
- Financial Services
- Asset Managment
- Financial Analysis
- Financial Modeling
- Salesforce.com
- Competitive Analysis
- Securities
- Investment Strategies
- Management
- Project Management
- Strategy
- Strategic Planning
- Microsoft Excel
Brian Connelly Summary
- Brian Connelly, based in Burnsville, MN, US, is currently a Advisor and Partner at Diversified Wealth Management. Brian Connelly brings experience from previous roles at Focus Financial Network, Inc., Jackson National Life Distributors LLC and Honeywell. Brian Connelly holds a 1997 - 2001 B.A. in Financial Management @ University of St. Thomas. With a robust skill set that includes Selling, Strategic Financial Planning, Investments, Financial Services, Asset Managment and more. Brian Connelly has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Diversified Wealth Management Employees
Brian Connelly
Advisor and Partner
Burnsville, MN, US
Andie Evans
Administrative Assistant
Minneapolis, MN, US
Nicholas Loehlein
VP of Investments and Insurance Planning
St. Cloud, MN, US
John Cassandra
Owner
Boynton Beach, FL, US
Lauren Gilbertson
Director Of Operations
Chaska, MN, US
Peter Zvanovec
Partner and Sr Financial Advisor
Minneapolis, MN, US
Jonathan Rice
Partner and Financial Advisor at Diversified Wealth Management
Saint Paul, MN, US
Becky Eisenbraun
Administrative and Operations Specialist
Saint Paul, MN, US
Abbey Neptune
VP of Client Operations
Brainerd, MN, US
Nathan Brusseau
Independent Financial Advisor
New Prague, MN, US
Matt Christensen
Financial Advisor
Saint Paul, MN, US
Christopher Lawes
Financial Consultant
Saint Paul, MN, US
Sydney Shull
Paraplanner
Minneapolis, MN, US
Jennifer Forward
Director of Client Services
Fargo, ND, US
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