Brian Head Email
Paraplanner @ Genesis Wealth Management, LLC.
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Brian Head Location
- San Antonio, TX, US
Brian Head Work
- Paraplanner @ (October 2025 - Present)
- Licensed Real Estate Agent @ (March 2025 - Present)
- Member @ (August 2024 - Present)
- Member @ Alamo Angels (January 2023 - July 2026)
- Principal @ (March 2021 - July 2026)
- Co-Founder @ (April 2024 - August 2025)
- Licensed Real Estate Agent @ (August 2024 - November 2024)
- Licensed Real Estate Agent @ Buckhorn Realty (June 2020 - January 2023)
- Digital Product Manager @ (May 2007 - May 2022)
- Stock Broker @ (March 1999 - May 2007)
- Insurance Specialist @ (December 1997 - March 1999)
Brian Head Education
- The University of Texas at San Antonio
Bachelor's degree (Finance, General)
Brian Head Skills
- AAMS
- Accredited Buyer Rep
- Agile Methodologies
- Agile Project Management
- Asset Diversification
- Asset Management
- Auto Insurance
- Banking
- Bond Markets
- Cisco Systems Products
- Coaching
- Commercial Real Estate
- Compliance Management
- Corporate Advisory
- Debt Financing
- Education Savings
- Financial Advisory
- Fixed Income Portfolio Management
- Fund Management
- Goal Analysis
- Homeowners Insurance
- Individual Retirement Accounts (IRA)
- Intelligent Call Routing
- Investment Portfolios
- Investment Properties
- Investments
- Investor Relations
- LRA
- Legal Compliance
- Mentoring
- Negotiation
- New Business Development
- Nuance Communications Products
- Options Strategies
- Paraplanning
- Portfolio Performance Analysis
- Private Equity
- Qualified Retirement Plans
- Real Estate
- Real Estate Due Diligence
- Real Estate License
- Real Estate Listings
- Real Estate Private Equity
- Regulatory Compliance
- Renters Insurance
- Residential Real Estate
- Retirement Income Strategies
- Retirement Planning
- Retirement Solutions
- SQL
- Sales
- Scrum
- Series 63
- Series 65
- Series 7
- Strategic Business Advice
- Strategic Planning
- Syndications
- Third Party Vendors
- Training
- Visio
- Voice User Interface (VUI) Design
Brian Head Summary
- Brian Head, based in San Antonio, TX, US, is currently a Paraplanner at Genesis Wealth Management, LLC.. Brian Head brings experience from previous roles at DBA Texas Premier Realty, San Antonio Board of REALTORS®, Alamo Angels and Head Start Equity. Brian Head holds a Bachelor's degree in Finance, General @ The University of Texas at San Antonio. With a robust skill set that includes AAMS, Accredited Buyer Rep, Agile Methodologies, Agile Project Management, Asset Diversification and more. Brian Head has 2 emails on RocketReach.
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