Brian Quill Email & Phone Number
Chief Compliance Officer - Cavanal Hill Distributors, Inc. @ Bank of Oklahoma
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Brian Quill Location
- Denver, CO, US
Brian Quill Work
- 2025 -now Chief Compliance Officer - Cavanal Hill Distributors, Inc. @
- 2012 -2014 Director, Investment Operations @ MBM Advisors
- 2014 -2014 Vice President - Wealth Management Compliance @
- 2014 -2014 Vice President - Wealth Management Compliance @
- 2014 -2014 Vice President - Wealth Management Compliance @
- 2007 -2012 Director of Franchise Operations at The Mutual Fund Store @ The Mutual Fund Store
- 2007 -2010 Franchise Relations Manager @ The Mutual Fund Store
- 2007 -2010 Manager, Franchise Relationships at The Mutual Fund Store @ The Mutual Fund Store
- 2007 -2011 Managing Member @ TMFS - Harrisburg, PA LLC
- 2000 -2006 President, Chief Investment Officer @ Bankers & Investors Co., Inc
Brian Quill Education
- University of Notre Dame
BBA Management/Org. Behavior (Organizational Structure/Finance)
1984-1988
Brian Quill Skills
- Investment Advisory
- Franchising
- Asset Allocation
- Mutual Funds
- 401k
- Series 7
- Wealth Management
- Retirement Planning
- IRAs
- Uniform Combined State Law
- Retirement
- Series 24
- Alternative Investments
- Securities
- Financial Advisory
- Series 63
- Strategic Financial Planning
- FINRA
- Portfolio Management
- Investment Management
- Financial Services
- Finance
- Investment Strategies
- Pensions
- Bonds
- Equities
- Series 65
- Personal Finance
- 401k Rollovers
- ETFs
- Wealth Accumulation
- Fixed Annuities
- Asset Management
- Marketing Strategy
- Social Media
- Microsoft Office
- Public Speaking
Brian Quill Summary
- Brian Quill, based in Denver, CO, US, is currently a Chief Compliance Officer - Cavanal Hill Distributors, Inc. at Bank of Oklahoma. Brian Quill brings experience from previous roles at MBM Advisors and Bank of Oklahoma. Brian Quill holds a 1984 - 1988 BBA Management/Org. Behavior in Organizational Structure/Finance @ University of Notre Dame. With a robust skill set that includes Investment Advisory, Franchising, Asset Allocation, Mutual Funds, 401k and more. Brian Quill has 3 emails and 1 mobile phone numbers on RocketReach.
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