Brian Katz Email & Phone Number

Senior Managing Director - Complex Director @ RBC Wealth Management

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Brian Katz's Location

United States

Brian Katz's Work

Senior Managing Director - Complex Director @ RBC Wealth Management
Divisional Vice President - Branch Development @ Financial Services Company
Branch Manager, Managing Director @ Morgan Stanley

Regional Director, Managing Director @ Morgan Stanley
Regional Director, Senior Vice President @ Morgan Stanley
Branch Manager, Senior Vice President @ Shearson Lehman Hutton to Smith Barney

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Brian Katz's Education

University of Wisconsin-Madison
Master of Business Administration (MBA) (Finance)
1981 - 1983

Brian Katz's Skills

Financial Services
Series 7
Training

Recruiting
Management
Series 63
Leadership
Business Planning
FINRA
Finance

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Brian Katz's Summary

Brian Katz, based in United States, is currently a Senior Managing Director - Complex Director at RBC Wealth Management, bringing experience from previous roles at Ameriprise Financial Services, Inc., Morgan Stanley Wealth Management, Morgan Stanley Smith Barney and Smith Barney. Brian Katz holds a 1981 - 1983 Master of Business Administration (MBA) in Finance @ University of Wisconsin-Madison. With a robust skill set that includes Financial Services, Series 7, Training, Recruiting, Management and more, Brian Katz contributes valuable insights to the industry. Brian Katz has 3 emails and 1 mobile phone number on RocketReach.

Brian Katz Email Address

Found 3 email address listings:

Brian Katz Phone Number

Found 5 phone numbers:

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