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@wingedkeel.com
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2 phones found area 212 and 904
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LinkedIn matched
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Brian Gartner is listed as Principal, Head of San Francisco at Winged Keel Group at Winged Keel Group, a company with 73 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at wingedkeel.com, phone signal with area code 212, 904, and a matched LinkedIn profile for Brian Gartner.
Brian Gartner previously worked as Principal, Head of San Francisco at Winged Keel Group and Agent at New York Life Insurance Company. Brian Gartner holds Bachelor Of Arts, History; Diplomatic History from University Of Pennsylvania.
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Brian Gartner is a Principal of Winged Keel Group, responsible for the ongoing development and operations of Winged Keel's California presence. He specializes in the structuring, implementation, and servicing of life insurance and annuity portfolios designed to help meet the unique needs of ultra-affluent families. After joining Winged Keel Group as an Associate in 2011, Brian advanced into the role of Director before relocating across the country to open the firm's San Francisco office in 2016. He was promoted to Managing Director in 2019 and became a Principal in 2020.Securities Offered through M Holdings Securities, Inc. a registered broker/dealer, member FINRA/SIPC. Winged Keel Group is independently owned and operated. CA License #0L71954Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.
Listed skills include Financial Modeling, Insurance, Strategic Planning, Strategic Financial Planning, and 16 others.
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San Francisco Bay Area
Founded in 1989, Winged Keel Group is a sophisticated, independent life insurance brokerage firm, with offices in eight locations throughout the United States. The firm specializes in the acquisition, structuring, and long-term administration of large life insurance portfolios for ultra-affluent families. For more information on Winged Keel Group, please.
Other employees you can reach at wingedkeel.com. View company contacts for 73 employees →
Margarita Beers
Colleague at Winged Keel Group
United States, United States
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WH
Walt Helms
Colleague at Winged Keel Group
Atlanta Metropolitan Area, United States
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AD
Amy Donaldson
Colleague at Winged Keel Group
Marietta, Georgia, United States, United States
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DD
Doug Doughty
Colleague at Winged Keel Group
Missouri City, Texas, United States, United States
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CM
Carmine Marchese
Colleague at Winged Keel Group
New York City Metropolitan Area, United States
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EH
Ethan Hammond
Colleague at Winged Keel Group
New York, New York, United States, United States
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CM
Chelsea Maeda
Colleague at Winged Keel Group
Portland, Oregon, United States, United States
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CM
Craig Macdonald
Colleague at Winged Keel Group
Boston, Massachusetts, United States, United States
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KF
Karen Fox
Colleague at Winged Keel Group
Boston, Massachusetts, United States, United States
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BM
Brian Murray
Colleague at Winged Keel Group
Phoenixville, Pennsylvania, United States, United States
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Activities and Societies: Penn Men's Varsity Swimming, Sigma Chi Fraternity - Phi Phi Chapter
Quick answers generated from the profile data available on this page.
Brian Gartner works for Winged Keel Group.
Brian Gartner is listed as Principal, Head of San Francisco at Winged Keel Group at Winged Keel Group.
AeroLeads has found 2 work email signals at @wingedkeel.com for Brian Gartner at Winged Keel Group.
AeroLeads has found 2 phone signal(s) with area code 212, 904 for Brian Gartner at Winged Keel Group.
Brian Gartner is based in San Francisco Bay Area, United States, United States while working with Winged Keel Group.
Brian Gartner has worked for Winged Keel Group, New York Life Insurance Company, Simpson Thacher & Bartlett Llp, and Hatch Mott Macdonald.
Brian Gartner's colleagues at Winged Keel Group include Margarita Beers, Walt Helms, Amy Donaldson, Doug Doughty, and Carmine Marchese.
You can use AeroLeads to view verified contact signals for Brian Gartner at Winged Keel Group, including work email, phone, and LinkedIn data when available.
Brian Gartner holds Bachelor Of Arts, History; Diplomatic History from University Of Pennsylvania.
Brian Gartner is listed with skills including Financial Modeling, Insurance, Strategic Planning, Strategic Financial Planning, Business Development, Marketing, Estate Planning, and Business Process Improvement.
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