Sales Desk Manager @ (February 2019 - December 2020)
Regional Vice President @ (May 2016 - February 2019)
Regional Sales Associate @ (November 2014 - April 2016)
Associate, Institutional Client Reporting @ (January 2012 - November 2014)
Investor Services Senior Specialist @ (August 2010 - December 2011)
Strategic Planning Intern @ Francorp (May 2008 - August 2008)
Floor Clerk @ (May 2005 - August 2005)
Brian Essig Education
Indiana University Bloomington
(Economics and Public Finance)
Brian Essig Skills
Investments
Financial Modeling
Financial Analysis
Mutual Funds
Bloomberg
Valuation
Strategic Planning
Portfolio Management
Hedge Funds
Asset Management
Alternative Investments
Equities
Series 7
Series 63
Finance
Customer Service
Series 65
Wealth Management
ETFs
Socially Responsible Investing
Leadership
Brian Essig Summary
Brian Essig, based in Charlotte, NC, US, is currently a Vice President, Advisor Consultant at Nuveen. Brian Essig brings experience from previous roles at Guggenheim Partners and Guggenheim Investments. Brian Essig holds a Indiana University Bloomington. With a robust skill set that includes Investments, Financial Modeling, Financial Analysis, Mutual Funds, Bloomberg and more. Brian Essig has 2 emails and 1 mobile phone numbers on RocketReach.
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