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
- 2024 -now Branch Manager and Mortgage Broker @
- 2022 -2024 Mortgage Loan Officer @
- 2021 -2022 Branch Manager and Loan Officer @
- 2020 -2022 Financial Advisor @
- 2018 -2021 Branch Manager and Loan Officer - NMLS 209216 @
- 2015 -2018 Fixed Income Sales and Portfolio Management @
- 2014 -2018 Mortgage Broker @ Elite Financing Group
- 2014 -2015 Fixed Income Sales and Portfolio Management @
- 2012 -2014 Fixed Income Sales @
- 2012 -2012 Branch Manager @
- 2009 -2011 Fixed Income Sales @ Laidlaw & Co (UK)
- 2009 -2009 Vice President -- Fixed Income @ Entrust Wealth Solutions, LLC
- 2007 -2009 Branch Manager @
- 2005 -2007 Loan Officer @ Pathfinder Mortgage Group
- 2003 -2005 Fixed Income Sales @ Fixed Income Securities
- 2001 -2003 Financial Advisor @ UBS PaineWebber
Brian Klotz Education
- Texas State University-San Marcos
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 Texas State University-San Marcos. With a robust skill set that includes Mortgage Lending, Finance, Portfolio Management, Investment Properties, Fixed Income and more. Brian Klotz has 3 emails and 4 mobile phone numbers on RocketReach.
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