Brian Dunphy Email & Phone Number
Financial Advisor at Citizens Wealth Management @ Citizens Securities, Inc.
Brian Dunphy Location
Providence, RI, US
Brian Dunphy Work
- 2020 - now Financial Advisor at Citizens Wealth Management @ Citizens Securities, Inc.
- 2018 - 2020 Financial Advisor @ Baystate Financial
- 2012 - 2018 Financial Advisor @ Valic Financial Advisors
- 2006 - 2012 Senior Regional Investment Consultant @ Fidelity Investments Institutional Services Company
- 2005 - 2006 Service Manager - Third Party Administrator @ Fidelity Operations and Services Group
- 2004 - 2005 Service Manager @ Fidelity Operations and Services Group
- 2002 - 2004 Premium Services Team Leader @ Fidelity Operations and Services Group
- 2000 - 2002 Senior Premium Services Representative @ Fidelity Investments
- 1998 - 2000 Investment Services Representative @ Fidelity Employer Services Company
Brian Dunphy Education
- Bryant University
Certified Financial Planning (Financial Planning)
2004 - 2006 - Assumption University
Bachelor of Arts (English Language and Literature/Letters)
1994 - 1998
Brian Dunphy Skills
- Leadership
- Series 63
- Portfolio Management
- Management
- Investment Strategies
- Investments
- Relationship Management
- Retirement
- 401k
- 401K Retirement Savings Plans
Brian Dunphy Summary
Brian Dunphy, based in Providence, RI, US, is currently a Financial Advisor at Citizens Wealth Management at Citizens Wealth Management. Brian Dunphy brings experience from previous roles at Baystate Financial, Valic Financial Advisors, Fidelity Investments Institutional Services Company and Fidelity Operations and Services Group. Brian Dunphy holds a 2004 - 2006 Certified Financial Planning in Financial Planning @ Bryant University. With a robust skill set that includes Leadership, Series 63, Portfolio Management, Management, Investment Strategies and more. Brian Dunphy has 2 emails and 1 mobile phone numbers on RocketReach.
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