Brian Habas
Chief Operating Officer at AlphaCore Wealth Advisory
- Role
- Chief Operating Officer at AlphaCore Wealth Advisory
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Brian Habas
Experienced financial services professional with a proven track record of change…
Experience
Chief Operating Officer
Jun 2024 — Present · San Diego, CA, US
Skills
- Agile Project Management
- Financial Services
- Direct Marketing
- Crm
- Program Management
- Asset Management
- Finance
- Marketing Strategy
- Strategic Planning
- Leadership
- Financial Planning
- Global Asset Management
- Mutual Funds
- Loyalty Marketing
- Strategic Financial Planning
- Cross-Functional Team Leadership
- Segmentation
- Manage Client Relationships
- Project Management
- Direct to Consumer
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