Brian McHenry Email & Phone Number
Financial Advisor BMO Investment Services
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Brian McHenry Location
- Newport Beach, CA, US
Brian McHenry Work
- Financial Advisor BMO Investment Services @ BMO Investment Services (July 2023 - Present)
- Wealth Financial Advisor @ BancWest Investment Services (October 2015 - Present)
- Investment Consultant @ (January 2009 - October 2015)
- Manager, Agency Training @ (October 2003 - January 2009)
Brian McHenry Education
- California State University-Chico
(Business, Management, Marketing, and Related Support Services)
1977-1982
Brian McHenry Skills
- Account Management
- Sales
- Financial Modeling
- Investments
- Vendor Management
- Finance
- Process Improvement
- Strategic Planning
- Sales Management
- Life Insurance
- Underwriting
- Microsoft Office
- Microsoft Excel
- New Business Development
- Marketing
- Credit
- Financial Analysis
- Management
- Project Management
- Employee Benefits
- Securities
Brian McHenry Summary
- Brian McHenry, based in Newport Beach, CA, US, is currently a Financial Advisor BMO Investment Services at BMO Investment Services. Brian McHenry brings experience from previous roles at BancWest Investment Services, TD Ameritrade and Prudential. Brian McHenry holds a 1977 - 1982 California State University-Chico. With a robust skill set that includes Account Management, Sales, Financial Modeling, Investments, Vendor Management and more. Brian McHenry has 1 emails and 1 mobile phone numbers on RocketReach.
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