Brian's primary role is to ensure efficiency and organization while servicing our client relationships. He manages an array of operational duties, including service requests, client transactions and reporting, and utilizes his extensive industry knowledge to provide valuable support for our clients.
Prior to joining WBO Partners, he spent four years at Founders Financial serving as the Director of Operations and Technology Education. In this role, he was focused on the continued development of their platform for financial advisors, and acted as the advocate to build awareness about their back-office and technology offerings.
Prior to joining Founders Financial, he worked for more than 11 years at Deutsche Bank in their Private Wealth Management division as the Lead Training Specialist. He worked closely with Deutsche Bank's Wealth Mangers to accelerate their knowledge in the areas of Operations, Compliance and Technology. Brian also spent three years as a Branch Operations Support Team Leader at Legg Mason.
Brian earned his Bachelor's degree in Business Administration with a concentration in Finance from Towson University. He currently holds Series 7 and 66 licenses.
Brian lives in Reisterstown, MD with his wife, Liz, and daughter Charlotte. Outside of work, he stays active hiking, mountain biking and skiing. With his passion for the outdoors, he volunteers his time with area local/state parks maintaining trails and stream restoration.