Brian Email & Phone Number
Investment Associate @ Caliber Companies
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Brian Location
- Phoenix, AZ, US
Brian Work
- Investment Associate @ (July 2022 - Present)
- Fund Product Development Analyst @ (April 2019 - July 2022)
- Co-Founder @ Cooking With the Cotas (March 2020 - May 2021)
- Claim Specialist @ (July 2018 - April 2019)
- Customer Care Center - Sales @ (September 2014 - July 2018)
- Student Analyst @ Isu Educational Fixed Income Fund (January 2018 - May 2018)
- Student Analyst @ Isu Educational Investment Fund (August 2017 - December 2017)
- Equity and Real Estate Investor @ Cota Funds (October 2015 - Present)
Brian Education
- Illinois State University
Bachelors (Accounting, Finance)
2015-2018 - Heartland Community College
Associates (Accounting, Finance)
2013-2015
Brian Summary
- Brian, based in Phoenix, AZ, US, is currently a Investment Associate at Caliber Companies. Brian brings experience from previous roles at Voya Investment Management, Cooking With the Cotas and State Farm. Brian holds a 2015 - 2018 Bachelors in Accounting, Finance @ Illinois State University.
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