Brian Marvin Location
- San Diego, CA, US
Brian Marvin Work
- 2020 -now Senior Wealth Advisor @
- 2016 -2020 Vice President Client Service and Marketing @
- 2002 -2016 Principal, Client Service and Marketing @
- 2000 -2002 European Institutional Equity Sales @ Lehman Brothers
- 1998 -2000 U.S. Institutional Sales @
- 1997 -1998 Asian Institutional Sales @ Peregrine Brokerage Inc.,
- 1995 -1997 European Institutional Equity Sales @
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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