Bryan Polley Email & Phone Number
SVP Managing Director Client Advisory @ Ascent Private Capital Management of U.S. Bank
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Bryan Polley Location
- Minneapolis, MN, US
Bryan Polley Work
- 2022 - now SVP Managing Director Client Advisory @
- 2015 - 2022 SVP Private Wealth Advisor, U.S. Bank Private Wealth Management @
- 2012 - 2015 Senior Investment Consultant @
- 2011 - 2012 Financial Advisor @
- 2003 - 2011 Senior Wealth Advisor @ Counsel Wealth Management, Inc.
- 2000 - 2003 Marketing Director @ Counsel Financial, Inc.
- 1996 - 2000 Program Manager and Office Manager @ Non-Profit
Bryan Polley Education
- Boston University 2010 - 2010
- UMN Carlson School of Management 1994 - 1996
- University of the Virgin Islands 1995 - 1996
Bryan Polley Skills
- Family Office
- Cross-functional Team Leadership
- Investment Strategies
- Customized Credit
- Family Wealth Management
- Banking Solutions
- Management
- Wealth Management
- Dynamic Speaker
- Estate Planning
- Certified Financial Planner
- Estate Tax Planning
- Retirement Plan Consulting
- 401k Rollovers
- Financial Education
- Investments
- Public Speaking
- 529 Plans
- Tax-advantaged Investment Strategies
- Foundations
- Charitable Gift Planning
- Charitable Giving Strategies
- Impact Investing
- Endowment Funds
- Wealth Preservation Strategies
- Socially Responsible Investing
- Technical Writing
- Retirement Income Strategies
- Managed Money
- Donor Advised Funds
- Marketing Strategy
- Private Banking
- Commercial Banking
- Website Creation
- Credit
- Retirement Plan
- Retirement Income
- Wealth Preservation
- Tax Advantaged
- Strategy
- Risk Management
- Portfolio Management
- Tax Advantaged Investment Strategies
- Charitable Giving
- Socially Responsible
- Sales
- Customer Service
- Certified Financial
- Microsoft Excel
Bryan Polley Summary
- Bryan Polley, based in Minneapolis, MN, US, is currently a SVP Managing Director Client Advisory at Ascent Private Capital Management of U.S. Bank. Bryan Polley brings experience from previous roles at U.S. Bank, Allodium Investment Consultants, Focus Financial and Counsel Wealth Management, Inc.. Bryan Polley holds a 2010 - 2010 Boston University. With a robust skill set that includes Family Office, Cross-functional Team Leadership, Investment Strategies, Customized Credit, Family Wealth Management and more. Bryan Polley has 4 emails and 1 mobile phone numbers on RocketReach.
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Bryan Polley
SVP Managing Director Client Advisory
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