Brian Trujillo Email & Phone Number
Senior Vice President - Investments @ Raymond James
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Brian Trujillo Location
- Denver, CO, US
Brian Trujillo Work
- 2012 -now Senior Vice President - Investments @
- 2000 -2012 Vice President - Wealth Management @ Morgan Stanley
Brian Trujillo Education
- University of Denver - Daniels College of Business
BSBA (Cum Laude) (Finance)
1997-2001 - University of Denver
Brian Trujillo Skills
- Retirement Planning
- Personal Financial Planning
- Investment Advisory
- Wealth Management
- Investments
- Securities
- Financial Advisory
- Retirement
- Finance
- Asset Allocation
- Series 7
- Mutual Funds
- Portfolio Management
Brian Trujillo Summary
- Brian Trujillo, based in Denver, CO, US, is currently a Senior Vice President - Investments at Raymond James. Brian Trujillo brings experience from previous roles at Morgan Stanley. Brian Trujillo holds a 1997 - 2001 BSBA (Cum Laude) in Finance @ University of Denver - Daniels College of Business. With a robust skill set that includes Retirement Planning, Personal Financial Planning, Investment Advisory, Wealth Management, Investments and more. Brian Trujillo has 2 emails and 1 mobile phone numbers on RocketReach.
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