Brian Dunphy Email & Phone Number
Wealth Advisor at Citizens Wealth Management @ Citizens Securities, Inc.
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Brian Dunphy Location
- Providence, RI, US
Brian Dunphy Work
- Wealth Advisor at Citizens Wealth Management @ (June 2020 - Present)
- Financial Advisor @ (October 2018 - March 2020)
- Financial Advisor @ Valic Financial Advisors (September 2012 - October 2018)
- Senior Regional Investment Consultant @ Fidelity Investments Institutional Services Company (February 2006 - September 2012)
- Service Manager - Third Party Administrator @ Fidelity Operations and Services Group (June 2005 - February 2006)
- Service Manager @ Fidelity Operations and Services Group (February 2004 - June 2005)
- Premium Services Team Leader @ Fidelity Operations and Services Group (March 2002 - February 2004)
- Senior Premium Services Representative @ (April 2000 - March 2002)
- Investment Services Representative @ Fidelity Employer Services Company (October 1998 - April 2000)
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
- 401(k) Retirement Savings Plans
- Insurance
- Investments
- Mutual Funds
- Retirement Planning
- Leadership
- Series 63
- Portfolio Management
- Management
- Investment Strategies
- Relationship Management
- Retirement
- 401k
- 401K Retirement Savings Plans
- Asset Allocation
- Strategy
- Financial Services
- Sales
- Series 7
- 401 Retirement Savings Plans
Brian Dunphy Summary
- Brian Dunphy, based in Providence, RI, US, is currently a Wealth 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 401(k) Retirement Savings Plans, Insurance, Investments, Mutual Funds, Retirement Planning and more. Brian Dunphy has 2 emails and 1 mobile phone numbers on RocketReach.
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