Brian J. Losak
Managing Director | Senior Investment Manager at Truist Wealth
- Role
- Senior Investment Manager at Truist Wealth
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Brian J. Losak
Experienced Managing Director and Senior Investment Manager with proven ability to manage…
Experience
Senior Investment Manager
Feb 2017 — Present · Dallas-Fort Worth, TX, US
Education
Cornell Johnson Graduate School of Management
Master of Business Administration - MBA
Baylor University - Hankamer School of Business
Bachelor of Business Administration, Finance and Economics
Skills
- Portfolio Management
- Investments
- Wealth Management
- Asset Management
- Asset Allocation
- Banking
- Mutual Funds
- Financial Analysis
- Private Banking
- Fixed Income
- Series 7
- Investment Advisory
- Management
- Credit Analysis
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