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Brian Tree Phones & Addresses

  • Ozark, MO
  • Aubrey, TX
  • Celina, TX
  • Prosper, TX
  • Bartlesville, OK
  • Yukon, OK
  • Oklahoma City, OK
  • Stillwater, OK
  • Provo, UT

Work

Company: Fisher investments Dec 2019 Position: Investment counselor

Education

Degree: Masters School / High School: Oklahoma State University 2008 to 2012

Skills

Wealth Management • Asset Allocation • Microsoft Office • Problem Solving • Coaching • Management • Sales • Customer Service • Leadership • Microsoft Excel • Finance • Financial Analysis

Ranks

Certificate: Financial Industry Regulatory Authority (Finra)

Industries

Financial Services

Resumes

Resumes

Brian Tree Photo 1

Investment Counselor

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Location:
1202 west Paddlewheel Dr, Ozark, MO
Industry:
Financial Services
Work:
Fisher Investments
Investment Counselor

Td Ameritrade
Branch Manager

Scottrade Feb 2014 - Feb 2018
Branch Manager

Edward Jones May 2013 - Feb 2014
Financial Advisor

Arvest Bank May 2012 - May 2013
Commercial Credit Analyst
Education:
Oklahoma State University 2008 - 2012
Masters
Skills:
Wealth Management
Asset Allocation
Microsoft Office
Problem Solving
Coaching
Management
Sales
Customer Service
Leadership
Microsoft Excel
Finance
Financial Analysis
Certifications:
Financial Industry Regulatory Authority (Finra)
Brian M Tree from Ozark, MO, age ~38 Get Report