Bryan Smalley's Location
Morristown, NJ, US
Bryan Smalley's Work
- Wealth Advisor @ CI RegentAtlantic Private Wealth
- Analyst @ CI RegentAtlantic Private Wealth
- Residence Hall Director @ The Ohio State University
- Financial Planning Intern @ Summit Financial Strategies, Inc
- Greek Life Intern @ Bowling Green State University
Bryan Smalley's Education
- Boston Institute of Finance
Certification (Financial Planning)
2010 - 2011 - Bowling Green State University
Master of Arts (College Student Personnel)
2005 - 2007 - The University of Toledo
Bachelor of Arts (History)
2001 - 2005
Bryan Smalley's Skills
- Asset Management
- Portfolio Management
- Public Speaking
- Retirement Planning
- Investments
- Management
- Microsoft Office
- Providing 401 Investment Recommendations
- Strategic Financial Planning
- Personal Finance
Bryan Smalley's Summary
Bryan Smalley, based in Morristown, NJ, US, is currently a Wealth Advisor at CI RegentAtlantic Private Wealth, bringing experience from previous roles at CI RegentAtlantic Private Wealth, The Ohio State University, Summit Financial Strategies, Inc and Bowling Green State University. Bryan Smalley holds a 2010 - 2011 Certification in Financial Planning @ Boston Institute of Finance. With a robust skill set that includes Asset Management, Portfolio Management, Public Speaking, Retirement Planning, Investments and more, Bryan Smalley contributes valuable insights to the industry. Bryan Smalley has 4 emails and 1 mobile phone number on RocketReach.
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