Brian Sottak Email & Phone Number
Partner and Senior Managing Director @ Mission Wealth
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Brian Sottak Location
- Santa Barbara, CA, US
Brian Sottak Work
- Partner and Senior Managing Director @ (January 2017 - Present)
- Investment Management @ (January 2015 - January 2016)
- Investment Management @ (January 2013 - January 2015)
- Investment Management @ (January 2008 - January 2013)
- Analyst, Valuation Services and Investment Banking Division @ FMV Opinions, Inc. (January 2007 - January 2008)
- Analyst and Trader @ (January 2006 - January 2007)
Brian Sottak Education
- California Polytechnic State University-San Luis Obispo
Bachelor of Science in Business Administration (Concentration: Financial Management)
2003-2006
Brian Sottak Skills
- Alternative Investments
- Asset Management
- Asset Managment
- Axioma
- BECS Analytics
- Barra Aegis
- BarraOne
- Bloomberg
- CAIA Designation
- CFA Designation
- CFA Society of San Francisco
- CRD
- Charles River IMS
- DCF
- Derivatives
- Due Diligence
- Equities
- Equity Research
- Equity and Derivatives Trading
- Eze Castle
- FactSet
- Financial Analysis
- Financial Modeling
- Financial Statement Analysis
- FlexTrade EMS
- Hedging
- ITG Analytics
- InfoReach EMS
- MSA Analytics
- Microsoft Excel
- Newport EMS
- Portfolio Management
- Risk Management
- Series 55
- Series 63
- Series 7
- TradeSpex Analytics
- Trading
- Triton EMS
- Valuation
Brian Sottak Summary
- Brian Sottak, based in Santa Barbara, CA, US, is currently a Partner and Senior Managing Director at Mission Wealth. Brian Sottak brings experience from previous roles at Balyasny Asset Management L.P., Mellon Capital, Bank of New York Mellon and FMV Opinions, Inc.. Brian Sottak holds a 2003 - 2006 Bachelor of Science in Business Administration in Concentration: Financial Management @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Alternative Investments, Asset Management, Asset Managment, Axioma, BECS Analytics and more. Brian Sottak has 2 emails and 6 mobile phone numbers on RocketReach.
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