Brien Lasse Email & Phone Number
Partner | Senior Financial and Life Advisor @ LifeGuide Financial Advisors, LLC
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Brien Lasse Location
- Mechanicsburg, PA, US
Brien Lasse Work
- Partner | Senior Financial and Life Advisor @ (September 2020 - Present)
- VP Wealth Mgmt Retirement Planning and Trust Officer @ (October 2011 - August 2020)
- Practice Management Director and Associate Financial Advisor @ (July 2005 - October 2011)
- Financial Advisor @ American Express Financial Advisors (January 2003 - January 2005)
- Staff Consultant @ (January 2001 - January 2002)
Brien Lasse Education
- University of Connecticut School of Business
Bachelor of Science (Finance & Information Systems)
1989-1994
Brien Lasse Skills
- Asset Allocation
- Banking
- Finance
- Financial Planning
- Investment Advisory
- Investments
- Management
- Mutual Funds
- Portfolio Management
- Retail Banking
- Retirement Planning
- Strategic Financial Planning
- Wealth
Brien Lasse Summary
- Brien Lasse, based in Mechanicsburg, PA, US, is currently a Partner | Senior Financial and Life Advisor at LifeGuide Financial Advisors, LLC. Brien Lasse brings experience from previous roles at Union Savings Bank - CT, Daoud & Associates, A Private Wealth Advisory Practice of Ameriprise Financial S, American Express Financial Advisors and Agility Partners. Brien Lasse holds a 1989 - 1994 Bachelor of Science in Finance & Information Systems @ University of Connecticut School of Business. With a robust skill set that includes Asset Allocation, Banking, Finance, Financial Planning, Investment Advisory and more. Brien Lasse has 5 emails and 2 mobile phone numbers on RocketReach.
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