Brian Kerwin Email & Phone Number
Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus @ RBC Wealth Management
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Brian Kerwin Location
- New York, NY, US
Brian Kerwin Work
- 2018 -now Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus @
- 2000 -2018 Managing Director - Investments, Senior PIM Portfolio Manager @
Brian Kerwin Education
- Villanova University
Bachelor's degree (Business Administration)
Brian Kerwin Skills
- Investments
- Mutual Funds
- Equities
- Retirement Planning
- Finance
- Fixed Income
- 401k
- Options
- Leadership
- Life Insurance
- Estate Investment Planning
- 401k Rollovers
- Specials Needs Trust
- Investment Strategies
- Financial Services
- Alternative Investments
- Asset Allocation
- Securities
- Estate Planning Strategies
- Business Development
- Marketing
- Financial Analysis
- Estate Planning
- Portfolio Management
- Wealth Management
- Asset Management
- Series 7
Brian Kerwin Summary
- Brian Kerwin, based in New York, NY, US, is currently a Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus at RBC Wealth Management. Brian Kerwin brings experience from previous roles at Wells Fargo Advisors. Brian Kerwin holds a Bachelor's degree in Business Administration @ Villanova University. With a robust skill set that includes Investments, Mutual Funds, Equities, Retirement Planning, Finance and more. Brian Kerwin has 2 emails and 1 mobile phone numbers on RocketReach.
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