Brian Robertson Email & Phone Number
Managing Director, Executive and Corporate Services @ Maxim Group LLC
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Brian Robertson Location
- New York, NY, US
Brian Robertson Work
- 2018 -now Managing Director, Executive and Corporate Services @
- 2010 -2018 Managing Director @ Laidlaw & Company
- 2006 -2010 Financial Advisor @
Brian Robertson Education
- Elmira College
BA (Business Administration)
2002-2004 - Le Moyne College 2000-2002
Brian Robertson Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Banking
- Equities
- Finance
- Financial Analysis
- Financial Modeling
- Investments
- Leadership
- Management
- Series 63
- Series 7
- Wealth Management
- Portfolio Management
- New Business Development
- Customer Service
- Accounting
- Sales
- Financial Services
- Microsoft Office
- Marketing
- Change Management
- Financial Reporting
- Project Management
Brian Robertson Summary
- Brian Robertson, based in New York, NY, US, is currently a Managing Director, Executive and Corporate Services at Maxim Group. Brian Robertson brings experience from previous roles at Laidlaw & Company and Smith Barney. Brian Robertson holds a 2002 - 2004 BA in Business Administration @ Elmira College. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Banking, Equities and more. Brian Robertson has 2 emails and 2 mobile phone numbers on RocketReach.
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