Director of Marketing and Business Development
Brian joined Crescat Capital in 2015 and brings with him over 10 years of experience in financial services. He most recently was a wholesaler for Transamerica Capital, in both mutual funds and variable annuities. In addition, he is a former financial advisor, which allowed him to quickly learn that every client is unique, and that trust and consistency are pillars of successful relationships. He also has extensive customer service experience, and managed teams in various customer service roles. He is truly passionate about helping our clients realize their objectives and achieve their biggest goals. Brian’s primary responsibilities are to lead Crescat Capital’s marketing and distribution efforts, as well as work to enhance existing client relationships and the overall client experience.