Brian Klotz Email & Phone Number
Branch Manager and Mortgage Broker @ Edge Home Finance Corporation
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Brian Klotz Location
- Austin, TX, US
Brian Klotz Work
- Branch Manager and Mortgage Broker @ (January 2024 - Present)
- Mortgage Loan Officer @ (June 2022 - January 2024)
- Branch Manager and Loan Officer @ (January 2021 - June 2022)
- Financial Advisor @ (October 2020 - May 2022)
- Branch Manager and Loan Officer - NMLS 209216 @ (November 2018 - February 2021)
- Fixed Income Sales and Portfolio Management @ (February 2015 - October 2018)
- Mortgage Broker @ Elite Financing Group (May 2014 - October 2018)
- Fixed Income Sales and Portfolio Management @ (May 2014 - January 2015)
- Fixed Income Sales @ (September 2012 - April 2014)
- Branch Manager @ (January 2012 - September 2012)
- Fixed Income Sales @ Laidlaw & Co (UK) (November 2009 - January 2011)
- Vice President -- Fixed Income @ Entrust Wealth Solutions, LLC (May 2009 - November 2009)
- Branch Manager @ (September 2007 - February 2009)
- Loan Officer @ Pathfinder Mortgage Group (January 2005 - January 2007)
- Fixed Income Sales @ Fixed Income Securities (January 2003 - January 2005)
- Financial Advisor @ UBS PaineWebber (January 2001 - January 2003)
Brian Klotz Education
- Texas State University
BBA (Finance, Marketing)
Brian Klotz Skills
- Mortgage Lending
- Finance
- Portfolio Management
- Investment Properties
- Fixed Income
- Loans
- Banking
- Refinance
- Mortgage Banking
- Investments
- Retirement Planning
- Residential Mortgages
- Investment Banking
- New Business Development
- Sales
- Financial Advisory
- Fixed Income Portfolio Management
- Fixed Income Analysis
- Series 7
- Series 24
- Series 53
- Bloomberg
- Municipal Bonds
- MBS
- Agency MBS
- Derivatives
- Structured Products
- Bond Markets
- Corporates
- Sales Management
- Institutional Sales
- Credit
- Leadership
- Estate Planning
- Microsoft Office
- FHA
Brian Klotz Summary
- Brian Klotz, based in Austin, TX, US, is currently a Branch Manager and Mortgage Broker at Edge Home Finance Corporation. Brian Klotz brings experience from previous roles at UFCU, Amerifirst Financial of Texas, Chelsea Financial Services and Nations Lending. Brian Klotz holds a BBA in Finance, Marketing @ Texas State University. With a robust skill set that includes Mortgage Lending, Finance, Portfolio Management, Investment Properties, Fixed Income and more. Brian Klotz has 4 emails and 4 mobile phone numbers on RocketReach.
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