Brian Edgar Email & Phone Number
Managing Director- Investments @ Wells Fargo Advisors
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Brian Edgar Location
- Jupiter, FL, US
Brian Edgar Work
- 2021 -now Private Wealth Financial Advisor @
- 2020 -now Managing Director- Investments @
- 2008 -2020 Senior vice president @
Brian Edgar Education
- University of Michigan
Bachelor of Business Administration - BBA (Finance, General)
Brian Edgar Skills
- High Net Worth Individuals
- Financial Services
- High Net Worth
- Strategy
- Business Development
- Asset Allocation
- Risk Management
- Management
- Microsoft Excel
- Series 7
- Wealth Management
- Fixed Income
- Microsoft Office
- Capital Markets
- Banking
- Negotiation
- Asset Management
- Microsoft Word
- Customer Service
- Strategic Planning
- Marketing
- PowerPoint
- Equities
Brian Edgar Summary
- Brian Edgar, based in Jupiter, FL, US, is currently a Managing Director- Investments at Wells Fargo Advisors. Brian Edgar brings experience from previous roles at Wells Fargo Advisors and UBS. Brian Edgar holds a Bachelor of Business Administration - BBA in Finance, General @ University of Michigan. With a robust skill set that includes High Net Worth Individuals, Financial Services, High Net Worth, Strategy, Business Development and more. Brian Edgar has 3 emails and 3 mobile phone numbers on RocketReach.
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