Brian Kamertz Email & Phone Number
Director of Credit @ Advisor Financing LLC
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Brian Kamertz Location
- Philadelphia, PA, US
Brian Kamertz Work
- Director of Credit @ (May 2026 - Present)
- Director Institutional Banking @ (April 2021 - November 2025)
- Vice President- Asset and Wealth Mgmt - Securities-Based Lending @ (January 2017 - December 2021)
- Vice President- Asset and Wealth Mgmt - Securities-Based Lending @ (January 2017 - January 2021)
- Vice President- Commercial and Investment Bank - Clearance and Collateral @ (January 2016 - January 2017)
- Vice President- Commercial and Investment Bank - Clearance and Collateral @ (January 2016 - December 2017)
- Vice President- Commercial and Investment Bank- Agency Lending @ (January 2013 - January 2016)
- Vice President- Commercial and Investment Bank- Agency Lending @ (January 2013 - December 2016)
- Financial Advisor @ (January 2012 - January 2013)
- Manager Financial Operations @ SEI Investments (January 2003 - December 2007)
- Assistant Vice President Financial Operations @ (January 2007 - January 2012)
- Financial Advisor @ (January 2012 - December 2013)
- Assistant Vice President Financial Operations @ (January 2007 - December 2012)
- Manager Financial Operations @ SEI Investments (January 2003 - January 2007)
Brian Kamertz Education
- Dickinson College
Bachelor of Arts (B.A.) (Economics)
2000-2003
Brian Kamertz Skills
- Series 7
- Series 66
- Licensed Life & Health Insurance Agent
- Mutual Funds
- Securities
- FINRA
- Investment Advisory
- Wealth Management
- Investments
- Fixed Annuities
- Retirement Planning
- Asset Allocation
- Retirement
- Equities
- Series 63
- Alternative Investments
- Uniform Combined State Law
- Financial Analysis
- Marketing
- Management
- Sales
- Leadership
- Microsoft Excel
- Talent Acquisition
- Account Management
- Licensed Life and Health Insurance Agent
- Project Management
Brian Kamertz Summary
- Brian Kamertz, based in Philadelphia, PA, US, is currently a Director of Credit at Advisor Financing LLC. Brian Kamertz brings experience from previous roles at The Bancorp and J.P. Morgan. Brian Kamertz holds a 2000 - 2003 Bachelor of Arts (B.A.) in Economics @ Dickinson College. With a robust skill set that includes Series 7, Series 66, Licensed Life & Health Insurance Agent, Mutual Funds, Securities and more. Brian Kamertz has 2 emails and 1 mobile phone numbers on RocketReach.
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