Brian Kamin, CFP®
Private Advisor Vice President@ Rockefeller Capital Management
Minneapolis, Minnesota, United States
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Brian Kamin, CFP(r), is an experienced Relationship Manager with 13.5 years of work experience in the financial services industry. He is skilled in retirement planning, financial analysis, wealth management, and financial planning. Brian has a Bachelor of Business Administration (BBA) degree in Accounting and Finance from the University of Wisconsin-Madison. He has worked at Whitnell, AXA Advisors, LLC, Edward Jones, Entrustet.com, and GE Financial Services. Brian's expertise lies in retirement planning, financial analysis, wealth management, and financial planning. He is based in the United States.
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@gmail.com
@whitnell.com
@rockco.com
+1 630575****
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About

Experienced Relationship Manager with a demonstrated history of working in the financial services industry. Skilled in Retirement Planning, Financial Analysis, Wealth Management, and Financial Planning. Strong finance professional with a Bachelor of Business Administration (BBA) focused in Accounting and Finance from University of Wisconsin-Madison.

Work Experience

New York, New York, 10020, US

Financial Services

1071
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Brian Kamin, CFP®'s Professional Milestones

  • Financial Advisor Intern (2011-06-01~2011-08-01): Helping clients achieve their financial goals through comprehensive financial analysis and targeted investment assistance.
  • Social Media Intern (2010-05-01~2010-08-01): Creating visually captivating social media content, enhancing brand visibility and driving organic traffic.
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