Brian Dunn Email & Phone Number
Managing Director @ Peachtree Group
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Brian Dunn Location
- Trabuco Canyon, CA, US
Brian Dunn Work
- Managing Director @ (October 2022 - Present)
- Senior Vice President, Western US Capital Markets @ (August 2020 - October 2022)
- Division Vice President, Western US Capital Markets @ (October 2018 - August 2020)
- Associate Vice President @ (May 2018 - October 2018)
- Associate Vice President @ (May 2017 - May 2018)
- Financial Advisor @ (September 2015 - April 2017)
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
- 401(k)
- Asset Protection
- Business Planning
- CA Insurance License
- Estate Planning
- Estate Tax Planning
- Executive Benefits
- Insurance
- Insurance Analysis
- Investment Strategies
- Life Insurance
- Real Estate
- Retirement
- Risk Management
- Securities
- Series 6
- Series 63
- Strategic Financial Planning
- Wealth 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 401(k), Asset Protection, Business Planning, CA Insurance License, Estate Planning and more. Brian Dunn has 1 emails and 1 mobile phone numbers on RocketReach.
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