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Bryan Soler Location
Burlingame, CA, US
Bryan Soler Work
CEO and Managing Director @ Bryan E. Soler (January 2013 - Present)
Treasurer @ Washington Elementary School PTA (June 2012 - Present)
Director of Business Development @ (June 2012 - September 2012)
Washington Elementary Site Director @ Burlingame Community Education Foundation (August 2011 - June 2012)
Financial Representative @ (November 2010 - October 2011)
Financial Representative @ (May 2010 - November 2010)
Regional Leader @ (June 2006 - May 2010)
District Coordinator @ ZipRealty, Inc. (August 2004 - March 2006)
Bryan Soler Education
Golden Gate University
Bachelor of Science (BS) (Finance and Financial Management Services)
2013-2017
The American College
Chartered Financial Consultant
2010-2014
Grace M. Davis High School 2000-2001
Fred C. Beyer High School 1997-2000
Bryan Soler Skills
Estate Planning
Insurance
Mutual Funds
Strategic Financial Planning
Small Business
Retirement Planning
Asset Management
Fitness
Retirement
Leadership
Investment Advisory
Portfolio Management
Marketing
Investments
Wealth Management
Financial Analysis
JavaScript
Finance
Project Management
Team Building
Accounting
Training
Strategic Financial
Bryan Soler Summary
Bryan Soler, based in Burlingame, CA, US, is currently a CEO and Managing Director at Bryan E. Soler. Bryan Soler brings experience from previous roles at Washington Elementary School PTA, Atlas Capital Advisors LLC, Burlingame Community Education Foundation and The Guardian Life Insurance Company of America. Bryan Soler holds a 2013 - 2017 Bachelor of Science (BS) in Finance and Financial Management Services @ Golden Gate University. With a robust skill set that includes Estate Planning, Insurance, Mutual Funds, Strategic Financial Planning, Small Business and more. Bryan Soler has 1 emails and 2 mobile phone numbers on RocketReach.
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