Brian Dudley Email & Phone Number
SVP, Financial Advisor @ Wealth Enhancement Group
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Brian Dudley Location
- Weston, MA, US
Brian Dudley Work
- SVP, Financial Advisor @ (September 2022 - Present)
- Founder Pinnacle Emerging Wealth @ (December 2019 - September 2022)
- COO and Senior Vice President @ (December 2016 - September 2022)
- Vice President @ (April 2009 - December 2016)
- Financial Advisor @ (November 2007 - April 2009)
- Financial Advisor @ (June 2006 - November 2007)
Brian Dudley Education
- Stonehill College
Bachelor (Finance)
2002-2006
Brian Dudley Skills
- Certified Financial Planner
- Investments
- Financial Advisory
- Financial Services
- Financial Modeling
- Project Management
- Business Development
- Customer Service
- Sales
- Wealth Management Services
Brian Dudley Summary
- Brian Dudley, based in Weston, MA, US, is currently a SVP, Financial Advisor at Wealth Enhancement Group. Brian Dudley brings experience from previous roles at Pinnacle Emerging Wealth, Pinnacle Private Wealth, Santander Bank, N.A. and Smith Barney. Brian Dudley holds a 2002 - 2006 Bachelor in Finance @ Stonehill College. With a robust skill set that includes Certified Financial Planner, Investments, Financial Advisory, Financial Services, Financial Modeling and more. Brian Dudley has 2 emails and 2 mobile phone numbers on RocketReach.
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