Brian Voss Email & Phone Number
Senior Vice President, Regional Director @ NBT Capital Management
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Brian Voss Location
- New York, United States
Brian Voss Work
- 2020 - now Senior Vice President, Regional Director @
- 2016 - now Chief Executive Officer @
- 2019 - now SVP, Director of Wealth Strategic Services @
- 2013 - 2018 SVP, Director of Business Development @
- 2010 - 2013 VP, Brokerage Compliance Manager and OSJ @
- 2010 - 2013 VP, Director of Brokerage Operations @
- 2010 - 2012 VP, Insurance Services Manager @
- 2006 - 2010 AVP, Market Manager @
- 2003 - 2006 Financial Consultant @
Brian Voss Education
- Center for Creative Leadership
(Executive Coaching)
2017 - 2018 - Cornell University
Bachelor of Science (B.S.) (Applied Economics and Management)
1998 - 2002
Brian Voss Skills
- Customer Experience
- Series 63
- Development
- Team Building
- Financial Planners
- Retirement Planning
- Financial Planning
- Business Development
- Variable Annuities
- Team Leadership
- Series 6
- Finance
- Lead Generation
- Process Improvement
- Investment Advisory
- Strategic Planning
- Financial Services
- Compliance
- Life Insurance
- Business Planning
- Strategic Financial Planning
- Investment Strategies
- Training
- Series 24
- Strategic Thinking
- Business Process Improvement
- Customer Engagement
- Management
- Personal Finance
- Insurance Planning
- Services
- Series 7
- Dealers
- Financial Advisory
- Banking
- Portfolio Management
- Investments
Brian Voss Summary
- Brian Voss, based in New York, United States, is currently a Senior Vice President, Regional Director at NBT Capital Management. Brian Voss brings experience from previous roles at Columbia Ridge Capital Mgmt, NBT Bank and NBT Financial Services. Brian Voss holds a 2017 - 2018 Center for Creative Leadership. With a robust skill set that includes Customer Experience, Series 63, Development, Team Building, Financial Planners and more. Brian Voss has 3 emails and 1 mobile phone numbers on RocketReach.
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