Brian Kurtz Email & Phone Number
Executive Market Director @ Baird
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Brian Kurtz Location
- Medina, OH, US
Brian Kurtz Work
- Executive Market Director @ (January 2023 - Present)
- Managing Director @ (July 2001 - Present)
- Managing Director - Market Director and Branch Manager @ (July 2001 - January 2023)
- Vice President - Investments @ McDonald & Company Securities (September 1996 - July 2001)
- Financial Consultant @ Dean Witter Reynolds (January 1994 - September 1996)
- Staff Intern @ (November 1990 - January 1994)
Brian Kurtz Education
- John Carroll University
BSBA (Finance)
1989-1993
Brian Kurtz Skills
- Investments
- Retirement Planning
- Finance
- Financial Services
- Wealth Management
- Series 7
- Financial Advisory
- Mutual Funds
- Portfolio Management
- Asset Allocation
- Securities
- Strategic Planning
- Alternative Investments
- Investment Advisory
- Investment Management
- Financial Analysis
- FINRA
- Series 63
- Asset Management
- New Business Development
- Negotiation
- Equities
- Strategic Financial Planning
- Uniform Combined State Law
- Wealth Management Services
- Investment Banking
- Contract Negotiation
- Sales Management
- Account Management
- Financial Modeling
- Business Development
Brian Kurtz Summary
- Brian Kurtz, based in Medina, OH, US, is currently a Executive Market Director at Baird. Brian Kurtz brings experience from previous roles at Baird, Robert W. Baird & Co., McDonald & Company Securities and Dean Witter Reynolds. Brian Kurtz holds a 1989 - 1993 BSBA in Finance @ John Carroll University. With a robust skill set that includes Investments, Retirement Planning, Finance, Financial Services, Wealth Management and more. Brian Kurtz has 1 emails and 2 mobile phone numbers on RocketReach.
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