Brian Doan
Senior Vice President, Private Wealth Advisor Consultant at U.S. Bank
- Role
- Private Wealth Advisor at U.S. Bank
- Location
- Vancouver, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Brian Doan
As a Private Wealth Advisor, I am responsible for providing comprehensive wealth…
Experience
Private Wealth Advisor
Feb 2021 — Present · Vancouver, WA, US
Education
Metropolitan State University of Denver
Certificate, Financial Planning
2020 — 2020
University of Oregon
Bachelor of Applied Science (B.A.Sc.), Economics
2005
Skills
- Mutual Funds
- Equities
- Finance
- Trading
- Leadership
- Customer Service
- Financial Services
- Business Development
- Wealth Management
- Retirement Planning
- Finra
- Microsoft Office
- Sales
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