Brian Scanlan Email & Phone Number
Senior Wealth Advisor and Portfolio Manager @ West Oak Family Office
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Brian Scanlan Location
- Kelowna, BC, CA
Brian Scanlan Work
- 2021 -now Senior Wealth Advisor and Portfolio Manager @
- 2007 -2021 Vice President, Investment Advisor and Associate Portfolio Manager @
- 2002 -2007 Investment Advisor @
- 1997 -2002 District Vice President @
- 1996 -1997 Regional Vice President @ GT Global
- 1995 -1996 Consultant @ Ernst & Young
- 1991 -1994 Senior Staff Accountant @ Ernst & Young
- 1990 -1991 Staff Accountant @ Coopers and Lybrand
Brian Scanlan Education
- Atlantic School of Chartered Accountancy
Chartered Accountant Designation (Accounting)
1991-1993 - Saint Mary's University
Bachelor’s Degree (Finance and Marketing)
1985-1988
Brian Scanlan Skills
- Investments
- Portfolio Management
- Equities
- Wealth Management
- Asset Management
- Mutual Funds
- Financial Planning
- Investment Strategies
- Investment Advisory
- Asset Allocation
Brian Scanlan Summary
- Brian Scanlan, based in Kelowna, BC, CA, is currently a Senior Wealth Advisor and Portfolio Manager at Wellington-Altus. Brian Scanlan brings experience from previous roles at BMO Nesbitt Burns, CIBC Wood Gundy, Fidelity Investments and GT Global. Brian Scanlan holds a 1991 - 1993 Chartered Accountant Designation in Accounting @ Atlantic School of Chartered Accountancy. With a robust skill set that includes Investments, Portfolio Management, Equities, Wealth Management, Asset Management and more. Brian Scanlan has 2 emails on RocketReach.
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