Brian Reed Email & Phone Number
Regional Director and Senior Lead Advisor @ Empirical Wealth Management
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Brian Reed Location
- San Francisco, CA, US
Brian Reed Work
- Regional Director and Senior Lead Advisor @ (February 2024 - Present)
- Senior Lead Advisor @ (February 2015 - February 2024)
- Associate Financial Advisor and Portfolio Manager @ (January 2014 - February 2015)
- Portfolio Management and Trading Intern @ (August 2013 - December 2013)
- Research Intern @ (December 2012 - August 2013)
Brian Reed Education
- Seattle University
MS - Finance
2011-2014 - University of Washington
BA (Economics)
2005-2010
Brian Reed Skills
- Asset Allocation
- Business Analysis
- Business Valuation
- CAPM
- DCF
- DCF Valuation
- Data Analysis
- ETFs
- Economics
- Equity Research
- Equity Valuation
- Financial Analysis
- Financial Modeling
- Financial Statement Analysis
- Fixed Income
- Hedge Funds
- Investment Strategies
- Investments
- Market Research
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Mutual Funds
- Portfolio Management
- Portfolio Optimization
- Problem Solving
- Quantitative Analytics
- Statistics
- Team Leadership
- Valuation
- Wealth Management
- Wealth Management Services
Brian Reed Summary
- Brian Reed, based in San Francisco, CA, US, is currently a Regional Director and Senior Lead Advisor at Empirical Wealth Management. Brian Reed brings experience from previous roles at Empirical Wealth Management. Brian Reed holds a 2011 - 2014 MS - Finance @ Seattle University. With a robust skill set that includes Asset Allocation, Business Analysis, Business Valuation, CAPM, DCF and more. Brian Reed has 1 emails and 1 mobile phone numbers on RocketReach.
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