Regional Vice President @ AIG Mutual Funds (December 2014 - November 2019)
Vice President Advisor Consultant @ (January 2012 - December 2014)
Financial Advisor @ (January 2010 - January 2012)
Regional Vice President @ (January 2008 - January 2009)
Associate Regional Director @ (January 2007 - January 2008)
Director, Institutional Advisory Services @ (January 2006 - January 2007)
Vice President, Regional Sales @ (January 2005 - January 2006)
External Wholesaler @ (January 1994 - January 2005)
Brian Karavlan Education
University of Pittsburgh
Bachelor of Science (B.S.) (Business)
1991-1996
Brian Karavlan Skills
Investments
Series 63
Mutual Funds
Sales
Alternative Investments
Finance
Asset Allocation
Asset Management
Marketing
Market Planning
Business Development
Customer Relationship Management (CRM)
Sales Presentations
Strategic Partnerships
Training
Seminar Presentations
Separately Managed Accounts
Closed-end Funds
Series 6
Licensed to Sell Insurance
Municipal Bonds
Series 7
Brian Karavlan Summary
Brian Karavlan, based in Roseville, CA, US, is currently a Senior Regional Director at Integrity Viking Funds. Brian Karavlan brings experience from previous roles at SunAmerica Mutual Funds, AIG Mutual Funds, Nuveen Investments and Edward Jones. Brian Karavlan holds a 1991 - 1996 Bachelor of Science (B.S.) in Business @ University of Pittsburgh. With a robust skill set that includes Investments, Series 63, Mutual Funds, Sales, Alternative Investments and more. Brian Karavlan has 1 emails and 1 mobile phone numbers on RocketReach.
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