2016 -
2017 Director of Advisor Solutions @ Medallion Financial Distributors
2014 -
2016 Senior Consultant @ Shurwest Financial Group
2012 -
2014 Vice President - Corporate services and Investor Relations @
2011 -
2012 Internal Wholesaler @
2007 -
2009 Internal Sales Manager @
2005 -
2007 Internal Wholesaler @
2002 -
2005 Financial Advisor @
Brian Deane Education
State University of New York at Albany
BS (Economics)
1998
-
2002
University College Cork
(Business Administration and Management, General)
2002
-
2002
Brian Deane Skills
Series 63
Series 7
Investments
Asset Managment
Asset Allocation
Securities
Series 24
Alternative Investments
Sales
Salesforce.com
New Business Development
Strategic Planning
Sales Management
Relationship Management
Fixed Annuities
Portfolio Management
Strategic Financial Planning
Mutual Funds
Investment Strategies
FINRA
Funding
Financial Services
Investor Relations
Equities
Financial Advisory
Investment Advisory
Asset Management
401k
Retirement
Equity Indexed Annuities
Financial Planning
Business Development
Social Media
Microsoft Word
Marketing
Microsoft Office
Strategy
Project Management
Brian Deane Summary
Brian Deane, based in Scottsdale, AZ, US, is currently a Area President at Cohn Financial Group . Brian Deane brings experience from previous roles at Gallagher, Medallion Financial Distributors, Shurwest Financial Group and Walton International Group. Brian Deane holds a 1998 - 2002 BS in Economics @ State University of New York at Albany. With a robust skill set that includes Series 63, Series 7, Investments, Asset Managment, Asset Allocation and more. Brian Deane has 3 emails and 3 mobile phone numbers on RocketReach.
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