Brian Mcpartland

Brian Mcpartland Email and Phone Number

Helping people reach their financial goals @ True North Financial Solutions
333 Westchester Ave,
Brian Mcpartland's Location
New York City Metropolitan Area, United States
Brian Mcpartland's Contact Details

Brian Mcpartland work email

Brian Mcpartland personal email

n/a
About Brian Mcpartland

Brian Mcpartland is a Helping people reach their financial goals at True North Financial Solutions. He possess expertise in microsoft office, management, microsoft excel, microsoft word, research and 8 more skills.

Brian Mcpartland's Current Company Details
True North Financial Solutions

True North Financial Solutions

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Helping people reach their financial goals
333 Westchester Ave,
Website:
tnorthfinancial.com/p/client-solutions
Employees:
17
Brian Mcpartland Work Experience Details
  • True North Financial Solutions
    Financial Professional
    True North Financial Solutions Aug 2016 - Present
    White Plains, Ny
    · Discover and connect with prospects to evaluate financial goals· Analyze client needs to construct comprehensive financial plan· Maintain client relationships to continue reviewing and improving financial situation
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  • Berger Hirschberg Strategies
    Research Assistant
    Berger Hirschberg Strategies May 2016 - Aug 2016
    New York, Ny
    · Research and connect with potential donors for politicians and nonprofits· Generate strategy to increase revenue for client goals· Manage scheduling and follow through of campaign fundraising events
  • Tea Time For Education
    Major Gifts Manager
    Tea Time For Education Feb 2016 - Apr 2016
    Washington D.C. Metro Area
    • Partnered with co-founders to create fundraising strategy and development plan• Cultivated donors and solicited prospects to encourage giving to The H.O.P.E. Scholarship Initiative• Facilitated weekly conference call discussions with potential donors about sponsorship opportunities
  • Duke University Athletic Department
    Ticket Sales Representative
    Duke University Athletic Department Aug 2011 - May 2015
    Raleigh-Durham, North Carolina Area
    • Assisted clients in fulfilling ticket orders for sporting events• Sold tickets and distributed will call orders on game days• Organized mailings and performed other administrative duties
  • Washington Analysis
    Policy Intern
    Washington Analysis May 2014 - Aug 2014
    Washington D.C. Metro Area
    • Conducted research on financial implications of policy• Published analysis assessment in client newsletter• Fostered relationships with analysts to complete projects• Consulted clients on policy-related investment opportunities
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  • Iron Dukes
    Student Athlete Development Intern
    Iron Dukes Oct 2013 - Apr 2014
    Raleigh-Durham, North Carolina Area
    • Implemented start-up program to raise money for athletic department• Established relationships with alumni and former student-athletes to ensure giving• Developed fundraising presentations and presented to potential donors

Brian Mcpartland Skills

Microsoft Office Management Microsoft Excel Microsoft Word Research Powerpoint Sales Leadership Community Outreach Customer Service Event Planning Nonprofits Public Speaking

Brian Mcpartland Education Details

Frequently Asked Questions about Brian Mcpartland

What company does Brian Mcpartland work for?

Brian Mcpartland works for True North Financial Solutions

What is Brian Mcpartland's role at the current company?

Brian Mcpartland's current role is Helping people reach their financial goals.

What is Brian Mcpartland's email address?

Brian Mcpartland's email address is br****@****ial.com

What schools did Brian Mcpartland attend?

Brian Mcpartland attended Duke University, Brewster High School.

What skills is Brian Mcpartland known for?

Brian Mcpartland has skills like Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Powerpoint, Sales, Leadership, Community Outreach, Customer Service, Event Planning, Nonprofits.

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