Brian Bolan
Senior Wealth Advisor
- Role
- Senior Wealth Advisor at MAI Capital Management
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Wealth Advisor
Sep 2024 — Present · Cincinnati, OH, US
Education
Miami University
BS, Psychology
1992 — 1996
Skills
- Investments
- Business Development
- Wealth Management
- Mutual Funds
- Strategic Planning
- Retirement
- Strategic Financial Planning
- Series 7
- 401(K) Retirement Savings Plans
- Retirement Planning
- Process Improvement
- Series 63
- Financial Planning
- Leadership
- 401k
- Sales
- Employee Benefits
- Account Management
- Series 6
- Insurance
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