Brian Dunkin Email & Phone Number
Partner, VP of Marketing @ FACTS, Inc.
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Brian Dunkin Location
- Westfield, IN, US
Brian Dunkin Work
- Partner, VP of Marketing @ (January 2023 - Present)
- Retirement Plan Consultant @ FACTS Inc (April 2017 - Present)
- Relationship Manager @ (April 2012 - April 2017)
- Investment Executive @ (December 2010 - April 2012)
- Director of Wealth Management and Qualified Plan Specialist @ Wallington Asset Management (August 2009 - December 2010)
- Assistant Vice President and Regional Manager @ Alliance Bernstein (November 2007 - June 2009)
- Financial Advisor @ Edward Jones Investments (January 2004 - October 2007)
- Regional Manager @ Lord Abbett & Co (January 2002 - January 2004)
- Retirement Planning Regional Manager @ (January 1997 - January 2002)
- Financial Consultant @ (January 1989 - January 1997)
- Financial Advisor @ FSC Securities (January 1987 - January 1989)
Brian Dunkin Education
- Butler University - Lacy School of Business
Business Administration (Bachelor of Science)
1983-1987
Brian Dunkin Skills
- Strategic Financial Planning
- Retirement
- Wealth Management
- Financial Advisory
- Alternative Investments
- 401k
- Portfolio Management
- Asset Allocation
- Investments
- Retirement Planning
- Mutual Funds
- Public Speaking
- Training & Development
- Qualified Plan Design
- Relationship Management
- Marketing
- Training
- Series 7
- Series 63
- Investment Advisory
- Asset Managment
- Securities
- Investment Strategies
- Pensions
- Finance
- Financial Planning
- 401k Rollovers
- Asset Management
- Defined Benefit
- Training and Development
Brian Dunkin Summary
- Brian Dunkin, based in Westfield, IN, US, is currently a Partner, VP of Marketing at FACTS, Inc.. Brian Dunkin brings experience from previous roles at FACTS Inc, Fidelity Investments, Fifth Third Securities and Wallington Asset Management. Brian Dunkin holds a 1983 - 1987 Business Administration in Bachelor of Science @ Butler University - Lacy School of Business. With a robust skill set that includes Strategic Financial Planning, Retirement, Wealth Management, Financial Advisory, Alternative Investments and more. Brian Dunkin has 2 emails and 1 mobile phone numbers on RocketReach.
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