![Briana O’Sullivan](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Briana O’Sullivan
Nessuna posizione attualmente
Profilo
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.
Precedenti posizioni note di Briana O’Sullivan
Società | Posizione | Fine |
---|---|---|
Mariner Consulting LLC | Corporate Officer/Principal | 31/12/2007 |
Mariner LLC
![]() Mariner LLC Investment ManagersFinance Mariner LLC, dba Mariner Wealth, 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). Mariner Wealth provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Gestore di Portafoglio-Azioni | - |
Formazione di Briana O’Sullivan
Truman State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
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Mariner LLC
![]() Mariner LLC Investment ManagersFinance Mariner LLC, dba Mariner Wealth, 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). Mariner Wealth provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
Mariner Consulting LLC |
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