Brien Walker Email & Phone Number
Senior Account Executive, Enterprise Sales @ SS&C Black Diamond Wealth Solutions
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Brien Walker Location
- Neptune Beach, FL, US
Brien Walker Work
- Advisory Relationship Manager @ (March 2016 - May 2025)
- Senior Account Executive, Enterprise Sales @ (February 2010 - Present)
- Team Lead, Client Support @ (February 2010 - March 2016)
- Investment Consultant @ (September 2006 - February 2010)
- Retirement Services Specialist @ (September 2004 - September 2006)
Brien Walker Education
- University of Florida
BS (Finance)
1999-2003
Brien Walker Skills
- Chartered Financial Analyst
- Finance
- Portfolio Management
- Asset Management
- Risk Management
- Strategic Financial Planning
- Asset Allocation
- Financial Analysis
- Wealth Management
- Bloomberg
- Investment Management
- Reporting
- Training
- Public Speaking
- Microsoft Office
- Financial Services
Brien Walker Summary
- Brien Walker, based in Neptune Beach, FL, US, is currently a Senior Account Executive, Enterprise Sales at SS&C Black Diamond Wealth Solutions. Brien Walker brings experience from previous roles at SS&C Advent, Advent Software, Fidelity Investments and Merrill Lynch. Brien Walker holds a 1999 - 2003 BS in Finance @ University of Florida. With a robust skill set that includes Chartered Financial Analyst, Finance, Portfolio Management, Asset Management, Risk Management and more. Brien Walker has 2 emails and 3 mobile phone numbers on RocketReach.
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