Brian Kennedy Email & Phone Number
Financial Planner @ CCR Wealth Management
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Brian Kennedy Location
- Boston, MA, US
Brian Kennedy Work
- Financial Planner @ (January 2022 - Present)
- Investment Consultant @ (March 2021 - January 2022)
- Advisory Platform Operations Supervisor @ (September 2017 - March 2021)
- Client Service Specialist and Portfolio Review Committee @ (May 2016 - September 2017)
- Senior Trade Supervision Analyst @ (July 2011 - April 2016)
- Trade Principal @ (April 2008 - July 2011)
- Data Integrity Team Leader @ (August 2005 - April 2008)
Brian Kennedy Education
- Bryant University
Certificate - Financial Planning
2018-2019 - University of Connecticut
Bachelor's Degree (Economics, Political Science)
Brian Kennedy Skills
- Alternative Investments
- FINRA
- Annuities
- Data Analysis
- Investments
- Trade Compliance
- Series 7
- Managed Accounts
- Financial Audits
- 529 Plans
- Supervision
- Mutual Funds
- Suitability
- Series 24
Brian Kennedy Summary
- Brian Kennedy, based in Boston, MA, US, is currently a Financial Planner at CCR Wealth Management. Brian Kennedy brings experience from previous roles at Commonwealth Financial Network and CCR Wealth Management. Brian Kennedy holds a 2018 - 2019 Certificate - Financial Planning @ Bryant University. With a robust skill set that includes Alternative Investments, FINRA, Annuities, Data Analysis, Investments and more. Brian Kennedy has 2 emails and 1 mobile phone numbers on RocketReach.
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