Brian Lamborne Email & Phone Number
Senior Wealth Strategist @ Annex Wealth Management
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Brian Lamborne Location
- Milwaukee, WI, US
Brian Lamborne Work
- Senior Wealth Strategist @ (July 2024 - Present)
- Senior Director - Advanced Planning @ (April 2022 - Present)
- Corporate Vice President, Advanced Planning Consultant @ New York Life Insurance Company - Advanced Planning Group (November 2020 - March 2022)
- Corporate Vice President, Tax Specialist @ New York Life, The Nautilus Group (October 2016 - November 2020)
- Tax Professional @ (April 2016 - September 2016)
- Senior Tax Analyst @ STA (July 2010 - March 2016)
- Contract Attorney @ Providus/ McDermott Will and Emory (June 2010 - July 2010)
- Contract Attorney @ Huron Consulting/ Ropes and Gray (April 2010 - May 2010)
- Law Clerk @ Office of John F. Corrigan (January 2008 - May 2008)
- Legal Research Assistant @ Roger Williams University School of Law (September 2007 - May 2008)
- Law Clerk Summer @ Office of Timothy Cohane (May 2007 - September 2007)
- Junior Associate @ 20/20 Financial Consulting, Inc (April 2002 - September 2005)
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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Brian Lamborne
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