Brian Marvin Email & Phone Number
Senior Wealth Advisor @ Alpha-Core Inc
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Brian Marvin Location
- San Diego, CA, US
Brian Marvin Work
- Senior Wealth Advisor @ (June 2020 - Present)
- Vice President Client Service and Marketing @ (November 2016 - May 2020)
- Principal, Client Service and Marketing @ (March 2002 - March 2016)
- European Institutional Equity Sales @ Lehman Brothers (April 2000 - March 2002)
- U.S. Institutional Sales @ (April 1998 - March 2000)
- Asian Institutional Sales @ Peregrine Brokerage Inc., (June 1997 - March 1998)
- European Institutional Equity Sales @ (August 1995 - June 1997)
Brian Marvin Education
- University of Delaware - Lerner College of Business and Economics
MBA
2005-2007 - Carleton College
BA (Political Science)
1990-1995 - Carleton College
Brian Marvin Skills
- Equities
- Investments
- Hedge Funds
- Alternative Investments
- Asset Management
- Asset Allocation
- Capital Markets
- Investment Management
- Financial Services
- Investment Strategies
- Financial Modeling
- Consultant Relations
- Investor Relations
- Client Relationship Management
- Business Development
- Marketing
- Client Service
- International Capital Markets
- Emerging Markets
- Strategy
- Securities
- Series 7
- Fixed Income
- Asset Managment
- SAN
- Marketing Strategy
- Customer Service
- Services
- Public Speaking
- Microsoft Office
Brian Marvin Summary
- Brian Marvin, based in San Diego, CA, US, is currently a Senior Wealth Advisor at AlphaCore Wealth Advisory. Brian Marvin brings experience from previous roles at GlobeFlex Capital, Marvin & Palmer Associates, Lehman Brothers and Paine Webber. Brian Marvin holds a 2005 - 2007 MBA @ University of Delaware - Lerner College of Business and Economics. With a robust skill set that includes Equities, Investments, Hedge Funds, Alternative Investments, Asset Management and more. Brian Marvin has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Alpha-Core Inc Employees
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Director of Growth, Partner
Denver, CO, US
Eric Gerster
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Carl Adams
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David Engel
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Ryan Callan
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Aidan Walsh
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Rory McGlynn
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Edward Sella
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Caroline McGann
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Jennifer Fabrick
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Robert Mikulski
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Fort Lauderdale, FL, US
Walter Murphy
Northeast Business Development Director
New York, NY, US
Chris Freimuth
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Daniel Conners
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Meg MacHado
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Brian Habas
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Dick Pfister
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