Brian Moorman Email & Phone Number
Financial Advisor @ Private Client Services (PCS), Member FINRA, SIPC
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Brian Moorman Location
- Louisville, KY, US
Brian Moorman Work
- 2013 -now Financial Advisor @
- 2011 -2012 Regional Sales Manager @
- 2004 -2011 National Sales Manager @
Brian Moorman Education
- Bellarmine University
Master of Business Administration (M.B.A.)
2010-2011 - Murray State University
Bachelor’s Degree (Marketing)
1994-1999 - Trinity High School
High School
1990-1994
Brian Moorman Skills
- 401(k) Retirement Savings Plans
- Account Management
- Sales Management
- Leadership
- Competitive Analysis
- Management
- Business Development
- Team Building
- Marketing Strategy
- Salesforce.com
- Strategic Planning
- Contract Negotiation
- Plan Design
- Retirement Planning
- 401k Rollovers
- Financial Planning
- Qualified Retirement Plans
- Retirement Benefits
- Financial Advisory
- Employee Benefits Design
- Fiduciary Management
- Wealth Management
- ERISA
- Retirement Plan Consulting
- 401k Retirement Savings Plans
- Customer Service
- Microsoft Office
- Sales
- 401 Retirement Savings Plans
Brian Moorman Summary
- Brian Moorman, based in Louisville, KY, US, is currently a Financial Advisor at Private Client Services (PCS), MEMBER FINRA, SIPC. Brian Moorman brings experience from previous roles at ThinkSign Optoelectronics LLC and GE. Brian Moorman holds a 2010 - 2011 Master of Business Administration (M.B.A.) @ Bellarmine University. With a robust skill set that includes 401(k) Retirement Savings Plans, Account Management, Sales Management, Leadership, Competitive Analysis and more. Brian Moorman has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Private Client Services (PCS), Member FINRA, SIPC Employees
Steve Higdon
Chief Business Development Officer, Vice Chairman of Board
Louisville, KY, US
Patrick Barry
Client Services Coordinator
Louisville, KY, US
Mary Wescott
Chief Administration Officer
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John Tobias
IT Director
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Jacob Eddy
Director, Advisory Compliance
Charlotte, NC, US
Brian Moorman
Financial Advisor
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Connor Higdon
Business Development Manager
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Leah Hunt
Director, Advisor Technology Solutions
Dallas, TX, US
Jane Voort
Managing Principal
Kaukauna, WI, US
Patricia Gayle
Human Resources Director
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Todd Oberhausen
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Shana Keil
Director, Operations and Account Services
Waupaca, WI, US
Mary Howard
Director, Business Transitions
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Andrew Higdon
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