Brian has twelve years of financial industry experience.
Prior to joining Sovereign, he spent six plus years with AXA Equitable in New York City covering Annuity and Broker Dealer products for the Pacific Northwest and Midwest as a Investment Sales Coordinator.
Brian started his investment career right out of St. John’s University in the summer of 1994. From June of 94’ to November 99’, Brian held the position of Financial Advisor first with Gruntal &Co. and then with Morgan Stanley building a book of business based on mutual funds and managed money. Brian joined Prudential Investments as a Product Specialist for their managed money & mutual fund wrap accounts. He quickly moved ahead to become the internal sales leader for Prudential’s proprietary managed money program and is a two-time winner of Prudential’s Star Award program.
During his time in the industry, he has assisted numerous financial advisors cross sell their practice to increase assets under management. He has a reputation of a true professional who is always looking to build and expedite business. Whether it’s a fresh business practice idea or helping to navigate your companies landscape, Brian looks to make sure the deal gets done.
Brian is NASD licensed 7, 24, 63, 65, and holds both Life and Health Insurance Licenses. He resides in New York City with his wife Natalie and enjoys his hobbies of biking, jogging, skiing, sailing and travel abroad.
