Brian Dorn Email & Phone Number
Director of Investment Management @ Leelyn Smith
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Brian Dorn Location
- Glen Ellyn, IL, US
Brian Dorn Work
- 2018 -now Director of Investment Management @
- 2012 -2018 Financial Advisor and Investment Committee Chairman @
- 2006 -2012 Regional Investment Consultant @ Arrow Funds
- 2006 -2010 Director of Product Development @ Arrow Funds
- 2006 -2006 Project Leader @
- 2004 -2006 Senior Product Developer @
- 2002 -2004 Project Manager @
- 1997 -2001 Product Manager @
Brian Dorn Education
- Lake Forest College
BA Economics (Economics)
1992-1995 - Lake Forest College
Economics (Economics)
1992-1995
Brian Dorn Skills
- Mutual Funds
- Equities
- Hedge Funds
- Alternative Investments
- Asset Allocation
- Asset Managment
- Series 7
- Investments
- ETFs
- Wealth Management
- Securities
- Portfolio Management
- Investment Management
- Fixed Income
- Trading
- Financial Markets
- Series 63
- Derivatives
- Market Data
- Risk Management
- Investment Strategies
- Investment Advisory
- Series 24
- Separately Managed Accounts
- Financial Services
- Series 65
- Asset Management
- Financial Advisory
- Bonds
- Uniform Combined State Law
- FINRA
- Options
- Retirement Planning
- Microsoft Office
- Business Analysis
- Microsoft Excel
- Finance
Brian Dorn Summary
- Brian Dorn, based in Glen Ellyn, IL, US, is currently a Director of Investment Management at Leelyn Smith. Brian Dorn brings experience from previous roles at The Retirement Network, Arrow Funds and SunGard. Brian Dorn holds a 1992 - 1995 BA Economics in Economics @ Lake Forest College. With a robust skill set that includes Mutual Funds, Equities, Hedge Funds, Alternative Investments, Asset Allocation and more. Brian Dorn has 4 emails on RocketReach.
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