1995 -1999 Registered Representative @ Charles Schwab & Co., Inc.
Brian Gilbert Education
University of Colorado Boulder 1985-1989
Brian Gilbert Skills
Fixed Income
Trading
Asset Allocation
Investments
Separately Managed Accounts
Finance
Credit
Financial Services
Portfolio Management
Series 65
Asset Management
Equities
Mutual Funds
Series 7
Options
Alternative Investments
Wealth Management
FINRA
Financial Risk
Series 63
Credit Analysis
Risk Management
Equity Trading
Financial Modeling
Sma
Leadership
Yield
Fixed Income Portfolio Management
Healthcare
Consulting
Sales
Brian Gilbert Summary
Brian Gilbert, based in Monument, CO, US, is currently a Portfolio Manager | SVP at Advisors Asset Management, Inc.. Brian Gilbert brings experience from previous roles at Advisors Asset Management, Inc., Schwab Institutional and Charles Schwab & Co., Inc.. Brian Gilbert holds a 1985 - 1989 University of Colorado Boulder. With a robust skill set that includes Fixed Income, Trading, Asset Allocation, Investments, Separately Managed Accounts and more. Brian Gilbert has 2 emails on RocketReach.
Looking for a different Brian Gilbert?
Find contact details for 700 million professionals.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.