Brian has more than 19 years of experience in the financial services industry, and has proudly spent all those years working at Fidelity Investments. During his tenure there, he has held a number of positions on both the private client side of the business and the institutional side. Brian's current role is Sr. Manager, Participant Engagement Sales Strategy & Support. His team is tasked with optimizing live channel strategies for participants of employer sponsored retirement plans. Additionally, the team is also charged with leading the overall technology strategy to support the live channel associates to deliver a superior customer service experience.
Brian is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds Series 7, 9, 10, 63 and 65 securities licenses as well as life, health and variable annuity insurance licenses. He attained his certification in December of 2015 after attending the Zahn Live Review in Tampa, FL. Brian has a Bachelor’s degree in Business Marketing and a Master’s in Business Administration from the University of Phoenix.