Brian Sumner's Location
Charlotte, North Carolina, United States
Brian Sumner's Work
- Vice President of Business Development @ TradePMR
- Head of Advisor Network Growth @ Wealth Advisory Group
- Sr. Business Development Officer @ MarketCounsel Consulting
- Vice President @ ATEL Securities Corporation
- Vice President @ Curian Capital
- Vice President @ Axos Advisor Services
- Director - RIA Distribution and National Accounts @ TIAA
Brian Sumner's Education
- University of Kentucky
Bachelor of Arts
- The Wharton School
Executive Education (CIMA)
- Vanderbilt University
Owen Graduate School of Management (Executive Education)
Brian Sumner's Skills
- Asset Management
- Securities
- Mutual Funds
- Separately Managed Accounts
- Alternative Investments
- Distribution Management
- Rias
- ETFs
- Asset Allocation
- Investment Advisory
Brian Sumner's Summary
Brian Sumner, based in Charlotte, North Carolina, United States, is currently a Vice President of Business Development at TradePMR, bringing experience from previous roles at CG Advisor Network, MarketCounsel, ATEL Capital Group and Curian Capital. Brian Sumner holds a Bachelor of Arts @ University of Kentucky. With a robust skill set that includes Asset Management, Securities, Mutual Funds, Separately Managed Accounts, Alternative Investments and more, Brian Sumner contributes valuable insights to the industry. Brian Sumner has 4 emails and 2 mobile phone numbers on RocketReach.
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