Jim Brennan's Location
Tampa, FL, US
Jim Brennan's Work
- Managing Director and Senior Wealth Advisor @ Truist Wealth
- Executive Director and Tax and Private Client Services @ EY
- Managing Director @ GenSpring - SunTrust Private Wealth
- Senior Family Wealth Advisor @ GenSpring - SunTrust Private Wealth
- Director of Financial Planning, Tampa @ KPMG US
- Senior Associate @ Deloitte
Jim Brennan's Education
- St. John's University- Jamaica Queens, NY
Master of Business Administration (MBA) (Accounting and Business/Management)
1993 - 1996 - St. John's University, Queens, NY
Bachelor of Science (BS) (Accounting and Finance)
1986 - 1988
Jim Brennan's Skills
- Strategic Financial Planning
- Investments
- Wealth Management
- Alternative Investments
- Investment Advisory
- Asset Allocation
- Financial Planning
- Due Diligence
- Asset Management
- Finance
Jim Brennan's Summary
Jim Brennan, based in Tampa, FL, US, is currently a Managing Director and Senior Wealth Advisor at Truist Wealth, bringing experience from previous roles at EY, GenSpring Family Offices and KPMG. Jim Brennan holds a 1993 - 1996 Master of Business Administration (MBA) in Accounting and Business/Management @ St. John's University- Jamaica Queens, NY. With a robust skill set that includes Strategic Financial Planning, Investments, Wealth Management, Alternative Investments, Investment Advisory and more, Jim Brennan contributes valuable insights to the industry. Jim Brennan has 2 emails on RocketReach.
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