Bryan Greenleaf Email
Head of Advice and Planning @ Charter Oak Financial
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Bryan Greenleaf Location
- Hartford, CT, US
Bryan Greenleaf Work
- Head of Advice and Planning @ (April 2026 - Present)
- Director of Financial Planning @ (March 2024 - April 2026)
- Financial Advisor @ (August 2021 - March 2024)
- Business Development Consultant @ (May 2021 - August 2021)
- Business Acceptance Consultant - Supervisory Principal @ (October 2018 - August 2021)
- Registered Representative @ (November 2014 - October 2018)
Bryan Greenleaf Education
- Tiverton High School
- University of Rhode Island
Bryan Greenleaf Skills
- AIF®
- Account Management
- Business Development
- Business Development Consultancy
- Business Relationship Management
- Cash Flow
- Communication
- Customer Relationship Management (CRM)
- Emoney
- FINRA Series 66
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Regulation
- Financial Services
- Financial Statements
- Finra Series 24
- Finra Series 7
- Independent Financial Advice
- Investment Strategies
- Investments
- Leadership
- Management
- Marketing
- Microsoft Excel
- Microsoft Office
- Planning
- Presentation Skills
- Public Speaking
- Retirement Planning
- RightCapital
- Sales
- Series 7
- Succession Planning
- Tax Planning Strategies
- Tax Strategies
- Variable Annuities
- Wealth Management Services
- Wealth Transfer
Bryan Greenleaf Summary
- Bryan Greenleaf, based in Hartford, CT, US, is currently a Head of Advice and Planning at Charter Oak Financial. Bryan Greenleaf brings experience from previous roles at Charter Oak Financial, Gage-Wiley & Co., Inc., MassMutual Trust Company and MassMutual. Bryan Greenleaf holds a Tiverton High School. With a robust skill set that includes AIF®, Account Management, Business Development, Business Development Consultancy, Business Relationship Management and more. Bryan Greenleaf has 1 emails on RocketReach.
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