Brian Doak Location
- Arcadia, IN, US
Brian Doak Work
- 2016 - now President and Owner @ Doak Financial, LLC
- 2009 - 2016 Senior Vice President, Wealth Management @ Noyes Group, LLC
- 2007 - 2009 Financial Advisor @
- 2002 - 2007 Financial Consultant @
Brian Doak Education
- Duquesne University
Bachelor of Science (BS) (Marketing and Sports Marketing)
1999 - 2001 - Lake Michigan College
Associates Degree (Business Administration and Management, General)
1997 - 1999 - St. Joseph High School
High School
1994 - 1997
Brian Doak Skills
- Private Equity
- Alternative Investments
- Portfolio Management
- Education Funding
- Estate Planning
- Insurance Planning
- Investment Banking
- Personal Financial Planning
- Sales
- Project Management
- Client Centric
- Institutional Portfolio Management
- Retirement Planning
- Liability Management
- Charitable Gift Planning
- Hedge Funds
- Investment Management
- Business Transition Planning
Brian Doak Summary
- Brian Doak, based in Arcadia, IN, US, is currently a President and Owner at Doak Financial, LLC. Brian Doak brings experience from previous roles at Noyes Group, LLC, Merrill Lynch and A.G. Edwards. Brian Doak holds a 1999 - 2001 Bachelor of Science (BS) in Marketing and Sports Marketing @ Duquesne University. With a robust skill set that includes Private Equity, Alternative Investments, Portfolio Management, Education Funding, Estate Planning and more. Brian Doak has 1 mobile phone numbers on RocketReach.
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