Brian Lamborne Email & Phone Number
Senior Wealth Strategist @ Annex Wealth Management
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Brian Lamborne Location
- Milwaukee, WI, US
Brian Lamborne Work
- 2024 - now Senior Wealth Strategist @
- 2022 - now Senior Director - Advanced Planning @
- 2020 - 2022 Corporate Vice President, Advanced Planning Consultant @ New York Life Insurance Company - Advanced Planning Group
- 2016 - 2020 Corporate Vice President, Tax Specialist @ New York Life, The Nautilus Group
- 2016 - 2016 Tax Professional @ Tax Saving Professionals
- 2010 - 2016 Senior Tax Analyst @ STA
- 2010 - 2010 Contract Attorney @ Providus/ McDermott Will and Emory
- 2010 - 2010 Contract Attorney @ Huron Consulting/ Ropes and Gray
- 2008 - 2008 Law Clerk @ Office of John F. Corrigan
- 2007 - 2008 Legal Research Assistant @ Roger Williams University School of Law
- 2007 - 2007 Law Clerk Summer @ Office of Timothy Cohane
- 2002 - 2005 Junior Associate @ 20/20 Financial Consulting, Inc
Brian Lamborne Education
- University of Washington School of Law
LL.M (Taxation)
2008 - 2009 - Roger Williams University School of Law
JD
2005 - 2008 - Albion College
Bachelor of Arts (Psychology)
1995 - 1999
Brian Lamborne Skills
- Litigation
- Tax
- Consulting
- Small Business
- Legal Research
- Insurance
- Legal Writing
- Mediation
- Contract Negotiation
- Negotiation
- Real Estate
- Microsoft Word
- Tax Law
- Mergers & Acquisitions
- Civil Litigation
- Leadership
- Appeals
- Strategic Planning
- Asset Protection
- Services
- Business Development
- Marketing
- Mergers and Acquisitions
- Planning
- Legal
- Ropes
- Sales
- Tax Planning
Brian Lamborne Summary
- Brian Lamborne, based in Milwaukee, WI, US, is currently a Senior Wealth Strategist at Annex Wealth Management. Brian Lamborne brings experience from previous roles at Northwestern Mutual, New York Life Insurance Company - Advanced Planning Group, New York Life, The Nautilus Group and Tax Saving Professionals. Brian Lamborne holds a 2008 - 2009 LL.M in Taxation @ University of Washington School of Law. With a robust skill set that includes Litigation, Tax, Consulting, Small Business, Legal Research and more. Brian Lamborne has 3 emails and 1 mobile phone numbers on RocketReach.
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Others Named Brian Lamborne
Brian Lamborne
Senior Wealth Strategist
Milwaukee, WI, US
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