Brian Kamin, CFP®
Tell me more about Brian Kamin, CFP®?
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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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
Private Advisor Vice President
Financial Services
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.
Skill
Financial Analysis
Retirement Planning
Succession Planning
Wealth Management
Financial Planning
Certification
Colleagues
Kyle Ottney
Owner
Jonathan Eisenberg
Counsel To The Chief Executive Officer
Brendan Welter
Chief Information Security Officer | Chief Data Officer
Brian Nelson, CFA
Chief Information Officer
Joe Ferlisi
Managing Director | Chief Information Officer
Other Named Brian Kamin, CFP®
Frequently asked questions
We found 3 Brian Kamin, CFP®'s email addresses
We found 1 Brian Kamin, CFP®'s phone numbers
Brian Kamin, CFP®'s social media include: Linkedin,
Brian Kamin, CFP® works for Rockefeller Capital Management
Brian Kamin, CFP®'s role in Rockefeller Capital Management is Private Advisor Vice President
Brian Kamin, CFP® works in the industry of Financial Services
Brian Kamin, CFP®'s colleagues are Kyle Ottney,Jonathan Eisenberg,Brendan Welter
Brian Kamin, CFP®'s latest job experience is Private Advisor Vice President at Rockefeller Capital Management