Brian Fitzgerald
Senior Investment Consultant at Clark Capital Management Group
- Role
- Senior Investment Consultant at Clark Capital Management Group
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Investment Consultant
Clark Capital Management Group
Nov 2015 — Present · Boston, MA, US
Education
Providence College
Bachelor of Arts
1994 — 1998
Skills
- Wholesale
- Uniform Combined State Law
- Business Consulting
- Retirement Planning
- Wholesaling
- Certified Retirement Planning Counselor
- General Awesomeness
- Separately Managed Accounts
- Portfolio Management
- Securities
- Investments
- Certified Fund Specialist
- Unified Managed Accounts
- Financial Services
- Series 7
- Asset Management
- Banking
- Mutual Funds
- Investment Advisory
- Series 66
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