Brian Shockley Email & Phone Number
Director, Global Wealth Solutions @ KKR
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Brian Shockley Location
- United States
Brian Shockley Work
- 2022 -now Director, Global Wealth Solutions @
- 2012 -2022 Sr. Vice President and External Wholesaler @
- 2011 -2012 Internal Consultant and Wholesaler @
- 2009 -2011 Financial Advisor @
- 2006 -2009 Investment Due Diligence Intern Analyst @
Brian Shockley Education
- Indiana University - Kelley School of Business
Bachelors of Science in Business (Business Economics)
- Indiana University Bloomington
Bachelors of Science in Business (Business Economics and Public Policy (BEPP))
Brian Shockley Skills
- Investments
- Asset Allocation
- Wealth Management
- Insurance
- Alternative Investments
- Investment Management
- Portfolio Management
- Investment Advisory
- Valuation
- Asset Management
- Securities
- Investment Strategies
- Separately Managed Accounts
- Capital Raising
- Real Estate
- REIT
- Debt & Equity Capital Raising
- Commercial Real Estate
- Asset Managment
- Financial Advisory
- Equities
- Mutual Funds
- Fixed Income
- Bonds
- UMA
- Retirement Planning
- Strategic Financial Planning
- Retirement
- Series 7
- Series 63
- Private Equity
- PowerPoint
- Sales
- Business Development
- Microsoft Office
- Debt And Equity Capital Raising
- Financial Analysis
- Finance
- Research
- Microsoft Excel
- Sales Management
Brian Shockley Summary
- Brian Shockley, based in United States, is currently a Director, Global Wealth Solutions at KKR & Co. Inc.. Brian Shockley brings experience from previous roles at LaSalle Investment Management, AssetMark and Renaissance Financial. Brian Shockley holds a Bachelors of Science in Business in Business Economics @ Indiana University - Kelley School of Business. With a robust skill set that includes Investments, Asset Allocation, Wealth Management, Insurance, Alternative Investments and more. Brian Shockley has 3 emails and 1 mobile phone numbers on RocketReach.
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