Brian Whitaker's Location
Seattle, WA, US
Brian Whitaker's Work
- Client Advisor @ Laird Norton Wealth Management
- Treasurer @ Evangelical Covenant Church
- Advisory Board - School of Business and Non-Profit @ North Park University
- Client Advisor @ ASA Advisors, Inc.
- Financial Consultant @ RBC Wealth Management
- Financial Consultant @ Merrill Lynch
- Sale Representative @ 3M
Brian Whitaker's Education
- North Park University
BA (Economics)
1986 - 1989
Brian Whitaker's Skills
- Portfolio Management
- Financial Planning
- Wealth Management
- Estate Planning
- Asset Allocation
- Retirement Planning
- Philanthropy
- Financial Analysis
- Securities
- Strategic Planning
Brian Whitaker's Summary
Brian Whitaker, based in Seattle, WA, US, is currently a Client Advisor at Laird Norton Wealth Management, bringing experience from previous roles at Evangelical Covenant Church - North Pacific Conference, North Park University, ASA Advisors and RBC Wealth Management. Brian Whitaker holds a 1986 - 1989 BA in Economics @ North Park University. With a robust skill set that includes Portfolio Management, Financial Planning, Wealth Management, Estate Planning, Asset Allocation and more, Brian Whitaker contributes valuable insights to the industry. Brian Whitaker has 3 emails on RocketReach.
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