Brian Kennedy Email & Phone Number
Financial Planner @ CCR Wealth Management
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Brian Kennedy Location
- Boston, MA, US
Brian Kennedy Work
- 2022 -now Financial Planner @
- 2021 -2022 Investment Consultant @
- 2017 -2021 Advisory Platform Operations Supervisor @
- 2016 -2017 Client Service Specialist and Portfolio Review Committee @
- 2011 -2016 Senior Trade Supervision Analyst @
- 2008 -2011 Trade Principal @
- 2005 -2008 Data Integrity Team Leader @
Brian Kennedy Education
- Bryant University
Certificate - Financial Planning
2018-2019 - The 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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