Bryan Becker Email & Phone Number
Senior Wealth Advisor @ Richardson Financial Group, Inc.
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Bryan Becker Location
- Milwaukee, WI, US
Bryan Becker Work
- 2019 -now Senior Wealth Advisor @
- 2017 -2018 Vice President and Chief Financial Officer @
- 2014 -2017 Vice President of Finance and Administration @
- 2011 -2013 Senior Manager, Management Reporting @
- 2007 -2011 Controller @
- 2007 -2007 Audit Manager @
- 2000 -2007 Audit Manager @
- 1998 -2000 Intern @ Marshall & Ilsley Trust Company
Bryan Becker Education
- University of Wisconsin-Madison
BBA (Accounting, Finance & International Business)
1995-2000 - Menomonee Falls High School 1991-1995
Bryan Becker Skills
- Financial Planning
- Risk Management
- Investment Management
- Wealth Management
- Portfolio Management
- Asset Management
- Investments
- Mutual Funds
- Strategic Planning
- Estate Planning
- Philanthropy
- Financial Analysis
- Securities Regulation
- Finance
- Corporate Finance
- Budgeting
- Banking
- Insurance
- Financial Modeling
- Financial Services
- Financial Reporting
- SEC reporting
- Accounting
- Audit
- SOX
- Sarbanes-Oxley Act
- SEC filings
- Auditing
- Internal Controls
- Commercial Insurance
- Analysis
- Generally Accepted Accounting Principles Gaap
- Initial Public Offering
- Laserfiche
- U.S. SEC Filings
- Equities
- General Securities Registered Representative
- Charitable Gift Planning
- Financial Accounting
- Morningstar Office
- Microsoft Office
- Charitable Giving
- Microsoft Excel
- Sarbanes Oxley Act
- Financial Statements
- Broker Dealer
- Reporting
- Securities
- Financial Markets
- Generally Accepted Accounting Principles
Bryan Becker Summary
- Bryan Becker, based in Milwaukee, WI, US, is currently a Senior Wealth Advisor at Richardson Financial Group, Inc.. Bryan Becker brings experience from previous roles at Landaas & Company and Artisan Partners. Bryan Becker holds a 1995 - 2000 BBA in Accounting, Finance & International Business @ University of Wisconsin-Madison. With a robust skill set that includes Financial Planning, Risk Management, Investment Management, Wealth Management, Portfolio Management and more. Bryan Becker has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Richardson Financial Group, Inc. Employees
Scott Richardson
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Menomonee Falls, WI, US
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