Bryan Spencer Email & Phone Number
Consultant - Financial Wellness @ Creative Planning Retirement Services
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Bryan Spencer Location
- Las Vegas, NV, US
Bryan Spencer Work
- Consultant - Financial Wellness @ (February 2023 - Present)
- Vice President; Consultant Relations @ (March 2021 - February 2023)
- Vice President; Manager, Financial Wellness Specialist, AWMA, CRPC @ (January 2018 - March 2021)
- Vice President, Financial Solutions Advisor @ (November 2011 - March 2021)
- Financial Planner and Accountant @ (January 2010 - November 2011)
- Financial Planner @ MetLife - Financial Planning (November 2007 - July 2010)
- Accountant @ (January 2006 - December 2007)
- Accountant @ Millimaki Eggert, LLC (January 2004 - December 2006)
Bryan Spencer Education
- San Diego State University
Business (Accounting)
2000-2003
Bryan Spencer Skills
- Investment Strategies
- Risk Management
- Tax Accounting
- Trading
- Consulting
- Investment Management
- Marketing Strategy
- Interpersonal Skills
- Customer Acquisition
- Mutual Funds
- Investments
- Customer Relationship Management (CRM)
- Presentation Skills
- Financial Advisory
- Accounting
- Streamlining Process
- Project Management
- Client Relations
- Business Process Improvement
- 401(k) Sales
- Sales Presentations
- Relationship Building
- Public Speaking
- Variable Annuities
- Fixed Annuities
- Auditing
- Analytical Skills
- Management
- Defined Benefit
- Defined Contribution
- Tax
- Retirement Plan Consulting
- Business Strategy
- Business Relationship Management
- Business Development
- Sales
- Pension Funds
- 401(k) Retirement Savings Plans
- Small Business
- Financial Planning
- Leadership
- Retirement Planning
- Insurance
- Financial Services
- Strategic Planning
- Estate Planning
- Finance
- Retirement
Bryan Spencer Summary
- Bryan Spencer, based in Las Vegas, NV, US, is currently a Consultant - Financial Wellness at Creative Planning Retirement Services. Bryan Spencer brings experience from previous roles at Bank of America Merrill Lynch and La Jolla CPA / R.I. Financial Services, LLC. Bryan Spencer holds a 2000 - 2003 Business in Accounting @ San Diego State University. With a robust skill set that includes Investment Strategies, Risk Management, Tax Accounting, Trading, Consulting and more. Bryan Spencer has 3 emails and 1 mobile phone numbers on RocketReach.
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