Brian Dunkin Location
- Westfield, IN, US
Brian Dunkin Work
- 2023 - now Partner, VP of Marketing @
- 2017 - now Retirement Plan Consultant @ FACTS Inc
- 2012 - 2017 Relationship Manager @
- 2010 - 2012 Investment Executive @
- 2009 - 2010 Director of Wealth Management and Qualified Plan Specialist @ Wallington Asset Management
- 2007 - 2009 Assistant Vice President and Regional Manager @ Alliance Bernstein
- 2004 - 2007 Financial Advisor @ Edward Jones Investments
- 2002 - 2004 Regional Manager @ Lord Abbett & Co
- 1997 - 2002 Retirement Planning Regional Manager @
- 1989 - 1997 Financial Consultant @
- 1987 - 1989 Financial Advisor @ FSC Securities
Brian Dunkin Education
- Butler University - College of Business Administration
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 - College of Business Administration. 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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