Briana O’Sullivan

Plus aucun poste en cours

Finance

Consumer Services

Profil

Ms. Briana O’Sullivan is Junior Wealth Advisor at Mariner Wealth Advisors LLC.
She works with a senior wealth advisor to provide customized wealth management solutions based on the needs and objectives of each individual client.
She works with clients in developing financial plans, asset allocations and insurance reviews, and also helps manage their day-to-day needs.
She joined Mariner in 2008.
Prior to her current position, she was a client service associate and an assistant in Mariner’s tax accounting department.
Ms. O’Sullivan has a bachelor’s degree from Truman State University in Kirksville, Missouri.

Anciens postes connus de Briana O’Sullivan

Sociétés	Poste	Fin
Mariner Consulting LLC	Corporate Officer/Principal	31/12/2007
Mariner LLC Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.	Gestionnaire de Portefeuille-Actions	-

Voir l'expérience en détail de Briana O’Sullivan

Formation de Briana O’Sullivan

Truman State University

Undergraduate Degree

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