Brian Merrill

Membre du Comité d'Investissement chez Tanglewood Wealth Management, Inc.

Profil

Mr. Brian J.
Merrill is a Partner at Tanglewood Wealth Management, Inc. For his first three years at the firm, he served as an investment analyst doing research and assisting with portfolio management.
In 2014, he purchased a 10% stake in Tanglewood and joined the firm as the third equity partner.
With this change, his role transitioned to greater leadership, including his current role as Director of Marketing and serving as a key member of the firm’s Investment Committee.
He continues to serve as Wealth Manager for firm clients.
Mr. Merrill was employed as a Financial Analyst by Enron Corp.
Mr. Merrill received his BBA from Southern Methodist University in Finance and Marketing (double major) in 2001.

Postes actifs de Brian Merrill

Sociétés	Poste	Début
Tanglewood Wealth Management, Inc.	Membre du Comité d'Investissement	01/01/2002

Anciens postes connus de Brian Merrill

Sociétés	Poste	Fin
Enron Corp.	Corporate Officer/Principal	31/12/2001

Formation de Brian Merrill

Southern Methodist University

Undergraduate Degree