Brian Schnell Email & Phone Number
Financial Advisor, Senior Vice President @ Morgan Stanley
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Brian Schnell Location
- Chicago, IL, US
Brian Schnell Work
- 2025 -now Financial Advisor, Senior Vice President @
- 2021 -now Financial Advisor, Vice President @
- 2019 -2021 Financial Advisor, Vice President @
- 2007 -2019 Senior Portfolio Manager @
Brian Schnell Education
- Grand Valley State University
Bachelor's Degree
Brian Schnell Skills
- Private Wealth Management
- High Net Worth Individuals
- Investment Advisory
- Certified Financial Planner
- Market Research
- New Business Development
- Compliance
- Risk Management
- Client Relationship Management
- Equities
- Fixed Income
- Alternative Investments
- Portfolio Management
- Training
- Certified Financial
- High Net Worth
- Management
- Microsoft Office
- Business Strategy
- Client Relationship
- Microsoft Excel
- Financial Services
- Private Wealth
- Wealth And Legacy Planning
- Investment Strategies
- Goals Based Planning Approach
- Estate Planning Strategies
- Philanthropic Planning
Brian Schnell Summary
- Brian Schnell, based in Chicago, IL, US, is currently a Financial Advisor, Senior Vice President at Morgan Stanley. Brian Schnell brings experience from previous roles at Morgan Stanley, Merrill Lynch Wealth Management and The Northern Trust Company. Brian Schnell holds a Bachelor's Degree @ Grand Valley State University. With a robust skill set that includes Private Wealth Management, High Net Worth Individuals, Investment Advisory, Certified Financial Planner, Market Research and more. Brian Schnell has 3 emails and 4 mobile phone numbers on RocketReach.
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