Brian Dunn Email & Phone Number
Managing Director @ Peachtree Group
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Brian Dunn Location
- Trabuco Canyon, CA, US
Brian Dunn Work
- 2022 -now Managing Director @
- 2020 -2022 Senior Vice President, Western US Capital Markets @
- 2018 -2020 Division Vice President, Western US Capital Markets @
- 2018 -2018 Associate Vice President @
- 2017 -2018 Associate Vice President @
- 2015 -2017 Financial Advisor @
Brian Dunn Education
- Chapman University
Bachelor of Science (Business Administration with Emphasis in Finance)
2006-2009 - Corona del Mar High School 2000-2004
Brian Dunn Skills
- Strategic Financial Planning
- Business Planning
- 401(k)
- Series 6
- Series 63
- CA Insurance License
- Estate Planning
- Real Estate
- Wealth Management
- Asset Protection
- Insurance Analysis
- Executive Benefits
- Insurance
- Securities
- Investment Strategies
- Estate Tax Planning
- Retirement
- Life Insurance
- Risk Management
- Sales
- 401k
- Budgets
- Financial Reporting
Brian Dunn Summary
- Brian Dunn, based in Trabuco Canyon, CA, US, is currently a Managing Director at Peachtree Group. Brian Dunn brings experience from previous roles at Spring Hills Senior Communities and Home Care Services and Shopoff Realty Investments. Brian Dunn holds a 2006 - 2009 Bachelor of Science in Business Administration with Emphasis in Finance @ Chapman University. With a robust skill set that includes Strategic Financial Planning, Business Planning, 401(k), Series 6, Series 63 and more. Brian Dunn has 1 emails and 1 mobile phone numbers on RocketReach.
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