Brian Valenti Email & Phone Number
VP - Sr. Financial Consultant @ Charles Schwab
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Brian Valenti Location
- Rochester, NY, US
Brian Valenti Work
- 2023 - now VP - Sr. Financial Consultant @
- 2015 - 2023 VP - Financial Consultant @
- 2015 - 2015 Associate Financial Consultant @
- 2010 - 2014 Senior Investment Consultant @
- 2008 - 2010 Financial Advisor @
- 2005 - 2008 Account Manager @ Citadel Broadcasting
Brian Valenti Education
- University at Buffalo
BS (Financial Analysis and Marketing)
2000 - 2004
Brian Valenti Skills
- Microsoft Excel
- Sales
- Accounting
- College Planning
- Retirement Planning
- Investments
- Asset Management
- Wealth Management
- Charitable Giving
- Asset Allocation
- Strategy
Brian Valenti Summary
- Brian Valenti, based in Rochester, NY, US, is currently a VP - Sr. Financial Consultant at Charles Schwab. Brian Valenti brings experience from previous roles at Charles Schwab, Generation Capital Management, Inc. and Morgan Stanley Smith Barney. Brian Valenti holds a 2000 - 2004 BS in Financial Analysis and Marketing @ University at Buffalo. With a robust skill set that includes Microsoft Excel, Sales, Accounting, College Planning, Retirement Planning and more. Brian Valenti has 1 emails and 1 mobile phone numbers on RocketReach.
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