Art Brickey, Cfa®

Art Brickey, Cfa® Email and Phone Number

I would like to be a financial resource to you. @ Opes One
Addison, Texas, United States
Art Brickey, Cfa®'s Location
Dallas-Fort Worth Metroplex, United States, United States
Art Brickey, Cfa®'s Contact Details
About Art Brickey, Cfa®

My mission is to ensure everyone has the financial protection they deserve. I help families and business owners prepare for the future by prioritizing their financial goals and customizing insurance solutions to best suit their needs. To learn more or to schedule a visit, please contact me at 214-673-9636.

Art Brickey, Cfa®'s Current Company Details
Opes One

Opes One

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I would like to be a financial resource to you.
Addison, Texas, United States
Website:
opesone.com
Employees:
110
Art Brickey, Cfa® Work Experience Details
  • Opes One
    Opes One
    Addison, Texas, United States
    View
  • Lonestar Financial Network
    Financial Professional
    Lonestar Financial Network Feb 2024 - Present
    Frisco, Tx, Us
    Advising individuals, families and business owners on customized retirement, saving for college, long-term care planning, life and disability insurance.
    View
  • Globe Life
    Insurance Agent
    Globe Life Apr 2023 - Feb 2024
    Mckinney, Texas, Us
    I provide supplemental insurance benefits to working families. Licensed in multiple states for life and health.
    View
  • Knights Of Columbus Asset Advisors
    Investment Advisor Representative
    Knights Of Columbus Asset Advisors Jun 2021 - Apr 2023
    New Haven, Connecticut, Us
    I provide ongoing investment advisory services to retail investors pursuant to asset allocation “strategies” based on our asset allocation methodology.
    View
  • Knights Of Columbus Insurance
    Field Agent
    Knights Of Columbus Insurance Feb 2021 - Apr 2023
    New Haven, Ct, Us
    As a Field Agent with Knights of Columbus, my mission is to ensure every member has the financial protection they deserve. I help brother Knights and their families prepare for the future by prioritizing their financial goals and customizing insurance solutions to best suit their needs. I specialize in life insurance, long term care insurance, disability income insurance, and annuity products. Find out more about the Knights of Columbus by visiting the website www.kofc.org.
    View
  • Edward Jones
    Financial Advisor
    Edward Jones Oct 2018 - Feb 2021
    Financial advisor serving individual investors focusing on Financial Strategies, Retirement, Education Savings, Insurance, Estate Consideration, and Wealth Preservation Strategies. FINRA Security Licenses Series 7 (General Securities Representative) and 63 (Uniform Securities Agent)
  • Carlyle Capital Markets
    Executive Vice President
    Carlyle Capital Markets Apr 2010 - Jul 2018
    Financing consulting for municipalities, alternative energy projects and capital leases.
  • Friedman Luzzatto & Co.
    Senior Vice President
    Friedman Luzzatto & Co. Sep 1999 - Jul 2018
    Public finance investment banker
  • Rio Technical Services
    Vice President Finance
    Rio Technical Services Aug 2005 - Mar 2010
    Project development and capital raising.
  • First Southwest Company
    Vice President
    First Southwest Company 2003 - 2005
    Public finance investment banking.
  • Carlyle Capital Markets
    Senior Vice President
    Carlyle Capital Markets 1999 - 2003
    Financing consulting for municipalities, alternative energy projects and capital leases.
  • Bank Of America
    Portfolio Manager
    Bank Of America 1997 - 1999
    Managed investments and assets of trust accounts.
  • Fidelity Investments
    Trader
    Fidelity Investments 1992 - 1997
    Bought and sold money market and short term debt investments for mutual funds.
  • First Tennessee Bank
    Trust Accountant
    First Tennessee Bank 1990 - 1992
    Processed and settled security trades in personal and corporate trust accounts.

Art Brickey, Cfa® Skills

Financial Modeling Valuation Financial Analysis Equities Due Diligence Investment Banking Investments Series 7 Series 63 Capital Markets Fixed Income Bonds Securities Bloomberg Alternative Investments Mergers Investment Management Portfolio Management Strategic Financial Planning Hedge Funds Commercial Banking Mutual Funds Wealth Management Trading Investor Relations Structured Finance Financial Structuring Finance Investment Advisory Institutional Investments Asset Management Finra Financial Advisory Public Finance Financial Services Capital Raising Financial Markets Asset Allocation Mergers And Acquisitions Investment Strategies Portfolio Review Strategic Planning Wealth Strategies Asset Allocation Strategies

Art Brickey, Cfa® Education Details

  • Southern Methodist University - Cox School Of Business
    Southern Methodist University - Cox School Of Business
    Finance
  • The University Of Memphis
    The University Of Memphis
    Finance

Frequently Asked Questions about Art Brickey, Cfa®

What company does Art Brickey, Cfa® work for?

Art Brickey, Cfa® works for Opes One

What is Art Brickey, Cfa®'s role at the current company?

Art Brickey, Cfa®'s current role is I would like to be a financial resource to you..

What is Art Brickey, Cfa®'s email address?

Art Brickey, Cfa®'s email address is ar****@****ofc.org

What is Art Brickey, Cfa®'s direct phone number?

Art Brickey, Cfa®'s direct phone number is +121467*****

What schools did Art Brickey, Cfa® attend?

Art Brickey, Cfa® attended Southern Methodist University - Cox School Of Business, The University Of Memphis.

What are some of Art Brickey, Cfa®'s interests?

Art Brickey, Cfa® has interest in Environment.

What skills is Art Brickey, Cfa® known for?

Art Brickey, Cfa® has skills like Financial Modeling, Valuation, Financial Analysis, Equities, Due Diligence, Investment Banking, Investments, Series 7, Series 63, Capital Markets, Fixed Income, Bonds.

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