Resumes
Resumes
Brian Barone
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Brian Barone
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Brian Barone
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Business Consultant To Fee Based Registered Investment Advisors
View pagePosition:
Regional Director - FL at SEI
Location:
Oviedo, Florida
Industry:
Financial Services
Work:
SEI since May 2008
Regional Director - FL
SEI May 2006 - Apr 2008
Regional Director - Core Market Southeast
SEI Investments Jul 2003 - May 2006
Internal Business Consultant
SEI Jan 2001 - Jul 2003
Advisor Client Services
The Vanguard Group Jun 2000 - Dec 2000
Brokerage Services
Regional Director - FL
SEI May 2006 - Apr 2008
Regional Director - Core Market Southeast
SEI Investments Jul 2003 - May 2006
Internal Business Consultant
SEI Jan 2001 - Jul 2003
Advisor Client Services
The Vanguard Group Jun 2000 - Dec 2000
Brokerage Services
Education:
Elizabethtown College 1994 - 1998
Bachelor of Science (BS), Business Administration and Management, Quantitative Techniques
Bachelor of Science (BS), Business Administration and Management, Quantitative Techniques
Skills:
Financial Advisory
Equities
Wealth
Wealth Management
Separately Managed Accounts
Retirement Planning
Mutual Funds
Asset Allocation
Portfolio Management
Asset Managment
Investments
Alternative Investments
Investment Advisory
Strategic Financial Planning
FINRA
Series 65
Business Planning
Business Process Improvement
Equities
Wealth
Wealth Management
Separately Managed Accounts
Retirement Planning
Mutual Funds
Asset Allocation
Portfolio Management
Asset Managment
Investments
Alternative Investments
Investment Advisory
Strategic Financial Planning
FINRA
Series 65
Business Planning
Business Process Improvement
Brian Barone
View pageLocation:
United States