Brian D. Email & Phone Number
Director of Wealth Management @ Greenwood Capital
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Brian D. Location
- Greenville, SC, US
Brian D. Work
- Director of Wealth Management @ (March 2010 - Present)
- Financial Advisor @ (December 2008 - March 2010)
- Financial Advisor @ (August 2007 - December 2008)
- Financial Advisor @ (April 2002 - August 2007)
Brian D. Education
- Samford University
MBA (Business Finance)
1998-2000 - Samford University
BA (Psychology)
1992-1996
Brian D. Skills
- Wealth Management
- Finance
- Strategic Planning
- Investments
- Financial Analysis
- Team Building
- Marketing
- Leadership
- Customer Service
- Portfolio Management
Brian D. Summary
- Brian D., based in Greenville, SC, US, is currently a Director of Wealth Management at Greenwood Capital. Brian D. brings experience from previous roles at Linden Thomas, UBS and Smith Barney. Brian D. holds a 1998 - 2000 MBA in Business Finance @ Samford University. With a robust skill set that includes Wealth Management, Finance, Strategic Planning, Investments, Financial Analysis and more. Brian D. has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Greenwood Capital Employees
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Charleston, SC, US
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Littleton, CO, US
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Emily Snider
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John Proctor Jr
Advisor Portfolio Specialist
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William Coxe
Private Client Advisor
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Chief Operating Officer and Chief Compliance Officer
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