Brian Horan

About Brian Horan

As a Senior Relationship Manager and Vice President at West Financial Services, I partner with high net worth individuals and families to provide tailored solutions for their investment, wealth planning, trust, fiduciary, and private banking needs. In addition, I work with non-profit associations and for profit businesses to help them manage their assets. I have over 30 years of experience in the financial services industry, and I hold the Certified Private Wealth Advisor® (CPWA®) designation, which demonstrates my advanced knowledge and skills in wealth management.My mission is to help my clients achieve their financial goals and aspirations, while building long-term and trusted relationships with them. I leverage my expertise in growth marketing, integrated marketing, business development, and leadership to generate and retain business, and to deliver exceptional value and service to my clients. I also have an Executive Master\'s in Leadership (EML) from Georgetown University, which enhances my ability to lead and inspire my team and my organization.

Experience

1. Senior Relationship Manager Vice President

   West Financial Services, Inc

   Jan 2022 — Present · McLean, VA, US

Education

• Providence College

  Bachelor of Science - BS

• Providence College

  BS

• Georgetown University

  EML

• Yale School of Management

  Wealth Management Theory & Practice

Skills

• Marketing Strategy
• Financial Planning
• Mortgage Lending
• Financial Analysis
• New Business Development
• Series 24
• Wealth Management
• Retirement Planning
• Business Strategy
• Lead Generation
• Investments
• Leadership
• Strategic Financial Planning
• Series 63
• Portfolio Management
• Asset Management
• Series 9/10
• Securities
• Credit
• Series 66
• Series 7
• Banking
• Mutual Funds