Bryan McGrath Email
Senior Vice President-Client Executive @ BNY Wealth
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Bryan McGrath Location
- Philadelphia, PA, US
Bryan McGrath Work
- Senior Vice President-Client Executive @ (August 2018 - Present)
- Senior Wealth Advisor @ (May 2014 - May 2018)
- Senior Wealth Advisor and Private Banking Division @ (May 2010 - May 2014)
- Regional Executive @ (January 2008 - January 2010)
- Senior Vice President @ Sovereign Bank-Banco Santander (January 2000 - January 2008)
- Assistant Vice President @ (January 1993 - January 2000)
- Administrative Officer @ Corestates/New Jersey National Bank (January 1989 - January 1993)
Bryan McGrath Education
- Cannon Financial, Finra
CWS (Certified Wealth Strategist, Business)
2018-2018 - FINRA
Series 7 Licensed
2012-2013 - Ursinus College
BA (Economics, Finance)
1985-1989 - Northwestern University
Graduate School of Trust
1997 - Bucknell University
School of Trust Program
1995
Bryan McGrath Skills
- Adobe Director
- Banking
- Books
- Capital Markets
- Cash Management
- Commercial Banking
- Commercial Lending
- Credit
- Customer Service
- Finance
- Financial Analysis
- Financial Services
- Fixed Income
- Forecasting
- Insurance
- Investment Advisory
- Investment Management
- Investments
- Leadership
- Loans
- Management
- Mortgage Lending
- New Business Development
- Portfolio Management
- Private Banking
- Relationship Management
- Retail
- Risk Management
- Sales
- System Administration
- Wealth Management
- Wealth Management Services
- Windows 2000
Bryan McGrath Summary
- Bryan McGrath, based in Philadelphia, PA, US, is currently a Senior Vice President-Client Executive at BNY Mellon Wealth Management. Bryan McGrath brings experience from previous roles at KeyBank, TD Bank, Sovereign Bank and Sovereign Bank-Banco Santander. Bryan McGrath holds a 2018 - 2018 CWS in Certified Wealth Strategist, Business @ Cannon Financial, Finra. With a robust skill set that includes Adobe Director, Banking, Books, Capital Markets, Cash Management and more. Bryan McGrath has 2 emails on RocketReach.
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