2010 -
2020 Head of Wealth Management, Chief Practice Management Officer @
2004 -
2010 Director @
1999 -
2003 Senior Associate @
Brian Leitner Education
Fairleigh Dickinson University 2005
-
2008
SUNY Oneonta 1994
-
1998
Brian Leitner Skills
Microsoft Office
Financial Reporting
Public Speaking
Strategic Planning
Maritime
Finance
Business Strategy
Leadership
Healthcare
Estate Planning
Independent Financial Advice
Charitable Trusts
Wealth Preservation Planning
Wealth Transfer
Intergenerational Wealth Transfer
Wealth Management Services
Mentoring
Wealth Preservation
Wealth Management
Tax Advisory
Multi Generational Wealth Transfer
Charitable Giving
Investment Strategies
New Business Development
Certified Financial Planner
Employee Training
Holistic Financial Planning
Personal Financial Planning
New Business Generation
Investment Management
Brian Leitner Summary
Brian Leitner, based in Leawood, KS, US, is currently a Managing Director, Wealth Solutions at Mariner Wealth Advisors. Brian Leitner brings experience from previous roles at Mariner Wealth Advisors, UBS Financial Services, Inc. and Ernst & Young. Brian Leitner holds a 2005 - 2008 Fairleigh Dickinson University. With a robust skill set that includes Microsoft Office, Financial Reporting, Public Speaking, Strategic Planning, Maritime and more. Brian Leitner has 2 emails and 1 mobile phone numbers on RocketReach.
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