Brian Rees Location
- North Olmsted, OH, US
Brian Rees Work
- 2019 -now Financial Advisor @ CKE Financial Services
- 2019 -now Financial Advisor @
- 2014 -2019 Financial Consultant @
- 2013 -2014 Director of Retirement Plan Services @ The Center for Health Affairs / CHAMPS Healthcare
- 2011 -2012 401k District Manager @
- 2005 -2011 Sr. Benefit and Planning Counselor @
Brian Rees Education
- Baldwin Wallace University
MBA (Management)
2007-2009 - Cleveland State University
Business (Finance)
1999-2002 - Padua Franciscan High School
Brian Rees Skills
- finance
- Strategic Financial Planning
- Series 63
- Asset Management
- Pensions
- Retirement
- 401k
- Retirement Planning
- Asset Allocation
- Disability Insurance
- Insurance
- Strategy
- Series 7
- Employee Benefits
- Asset Managment
- Financial Services
- Mutual Funds
- Life Insurance
- Project Planning
- Series 66
Brian Rees Summary
- Brian Rees, based in North Olmsted, OH, US, is currently a Financial Advisor at CKE Financial Services. Brian Rees brings experience from previous roles at E&M Consulting, Vantage Financial Group, Inc., The Center for Health Affairs / CHAMPS Healthcare and ADP. Brian Rees holds a 2007 - 2009 MBA in Management @ Baldwin Wallace University. With a robust skill set that includes finance, Strategic Financial Planning, Series 63, Asset Management, Pensions and more. Brian Rees has 4 emails and 1 mobile phone numbers on RocketReach.
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