Brian Winkler Email & Phone Number
Platform and Product Manager, Covering the Northeast @ GBI
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Brian Winkler Location
- New York, NY, US
Brian Winkler Work
- 2024 -now Platform and Product Manager, Covering the Northeast @
- 2021 -2024 Regional Sales Consultant @
- 2000 -2014 Sales Management and Distribution Roles @
Brian Winkler Education
- Montclair State University
Brian Winkler Skills
- Series 63
- Mutual Funds
- Series 7
- Series 24
- Alternative Investments
- Sales Management
- Consulting
- Strategic Selling
- Municipal Bonds
- New Business Development
- 401k
- Series 6
- Series 65
- Separately Managed Accounts
- Asset Allocation
- Fixed Income
- FINRA
- Investments
- Financial Services
- Strategy
- Retirement Planning
- Wealth Management
- Strategic Planning
- Uniform Combined State Law
- Investment Strategies
- Securities
- Retirement
- Asset Management
- Portfolio Management
- Relationship Management
- Equities
- Financial Advisory
- ETFs
- Investment Advisory
- PowerPoint
- Business Relationship Management
- Uniform Combined State
- Separately Managed
- 401k Retirement Savings Plans
- 401 Retirement Savings Plans
Brian Winkler Summary
- Brian Winkler, based in New York, NY, US, is currently a Platform and Product Manager, Covering the Northeast at GBI. Brian Winkler brings experience from previous roles at Advisors Asset Management, Inc. and OppenheimerFunds. Brian Winkler holds a Montclair State University. With a robust skill set that includes Series 63, Mutual Funds, Series 7, Series 24, Alternative Investments and more. Brian Winkler has 3 emails and 1 mobile phone numbers on RocketReach.
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