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
- Senior Wealth Advisor and Portfolio Manager @ (April 2021 - Present)
- Vice President, Investment Advisor and Associate Portfolio Manager @ (August 2007 - April 2021)
- Investment Advisor @ (March 2002 - August 2007)
- District Vice President @ (September 1997 - March 2002)
- Regional Vice President @ GT Global (July 1996 - September 1997)
- Consultant @ Ernst & Young (January 1995 - June 1996)
- Senior Staff Accountant @ Ernst & Young (September 1991 - December 1994)
- Staff Accountant @ Coopers and Lybrand (January 1990 - September 1991)
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 and 1 mobile phone numbers on RocketReach.
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