Brian Horan Email & Phone Number
Senior Relationship Manager | Vice President @ West Financial Services, Inc.
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Brian Horan Location
- Washington, DC, US
Brian Horan Work
- 2022 -now Senior Relationship Manager | Vice President @
- 2017 -2022 Vice President | Relationship Manager @
- 2015 -2017 VP, Sr. Relationship Strategist @
- 2014 -2015 Executive Sales Director - Strategic Accounts @
- 2004 -2014 VP, Regional Banking Manager @
- 2001 -2004 Senior Marketing Manager @
- 1998 -2001 Branch Manager @
- 1998 -1998 Assistant Branch Manager @
- 1996 -1998 Investment Specialist @
Brian Horan Education
- Georgetown University
EML (Executive Master's in Leadership)
- Providence College
BS (Finance)
- Providence College
Bachelor of Science - BS (Finance)
- Yale School of Management
(Wealth Management Theory & Practice)
Brian Horan Skills
- Customer Relationship Management (CRM)
- Asset Allocation
- Family Wealth Management
- Portfolio Management
- Fundraising
- RIAs
- Financial Communications
- Management
- Financial Analysis
- Strategic Planning
- Problem Solving
- Investment Management
- Banking
- Integrated Marketing
- Business Insights
- Relationship Building
- Investments
- Sales Management
- Affluent
- Team Building
- Coaching & Mentoring
- Estate Planning
- Market Access
- Financial Results
- Enterprise Risk Management
- Customer-Focused Service
- Customer-Focused Selling
- Critical Thinking
- New Business Opportunities
- Networking Events
- Financial Planning Software
- Client Relations
- Charitable Gift Planning
- Creative Problem Solving
- Finance
- Tax Planning
- Oral Communication
- Sales
- Mortgage Lending
- Financial Advisory
- Marketing
- Strategic Thinking
- Business Development
- Communication
- Leadership
- Marketing Strategy
- Lead Generation
- Business Strategy
- New Business Development
- Wealth Management
- Series 7
- Mutual Funds
- Series 63
- Securities
- Financial Planning
- Retirement Planning
- Credit
- Asset Management
- Strategic Financial Planning
- Series 9/10
- Series 24
- Series 66
- Boost
- Distribution Center Operations
- Selling
- Challenging Environment
- Compliance
- Internal Audit
- Delivery
- Ratings
- Mortgage Industry
- Training
- New York City
- Regulations
- Lines of Credit
- Fairfield County
- Prospects
- Data Driven Testing
- Image Capture
- Auditing
- Customer Service
- Mortgage Underwriting
- Savings
- Project Management
- Breaking
- Money Management
- Net
- Home
- Delivering Presentations
- Regional Marketing
- Sales Trainings
- Market
- Council
- Baltimore
- Executive Leadership
- Checking
- Reports
- Uncertainty
- Budget Management
- Revenue
- Budgets
- Direct Mail
- Sales Process
- Media Studies
- Accounting
- Location
- County
- Rate
- Territory Growth
- Awards Programs
- Richardson
- Discount
- Daily Operations
- Entrepreneurship
- Satellite
- Talent Management
- Negotiation
- Financial Services
- Operations
- Public Speaking
- Real Estate
- Credit Cards
- Retail
- Materials
- Sales Growth
- Local Marketing
- Brokerage
- Design
- Third Party
- Equities
- Start Ups
- Corporate Campaigns
- Executive Management
- Offering
- Science
- New York
- Executive Support
- Polished
- Georgia
- Top Producer
- Public Relations
- Institutional Investments
- Local Media
- Road
- Delivering Results
Brian Horan Summary
- Brian Horan, based in Washington, DC, US, is currently a Senior Relationship Manager | Vice President at West Financial Services, Inc.. Brian Horan brings experience from previous roles at West Financial Services, Inc., PNC, RME360 and Charles Schwab. Brian Horan holds a EML in Executive Master's in Leadership @ Georgetown University. With a robust skill set that includes Customer Relationship Management (CRM), Asset Allocation, Family Wealth Management, Portfolio Management, Fundraising and more. Brian Horan has 2 emails and 2 mobile phone numbers on RocketReach.
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