Brian Dunn

Brian Dunn Email and Phone Number

Managing Director, Western US Capital Markets at Peachtree Group @ Peachtree Group
Brian Dunn's Location
Huntington Beach, California, United States, United States
About Brian Dunn

Business Development and Sales/Marketing leader with an excellent track record of success in building strong, productive relationships. Roles have focused on opportunities related to the design and marketing of alternative investment to broker/dealers and RIAs.Specialties: Alternative Investments, Business Development; Sales & Marketing, Strategic Integration.

Brian Dunn's Current Company Details
Peachtree Group

Peachtree Group

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Managing Director, Western US Capital Markets at Peachtree Group
Brian Dunn Work Experience Details
  • Peachtree Group
    Managing Director
    Peachtree Group Oct 2022 - Present
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  • Spring Hills Senior Communities And Home Care Services
    Senior Vice President, Western Us Capital Markets
    Spring Hills Senior Communities And Home Care Services Aug 2020 - Oct 2022
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  • Spring Hills Senior Communities And Home Care Services
    Division Vice President, Western Us Capital Markets
    Spring Hills Senior Communities And Home Care Services Oct 2018 - Aug 2020
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  • Spring Hills Senior Communities And Home Care Services
    Associate Vice President
    Spring Hills Senior Communities And Home Care Services May 2018 - Oct 2018
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  • Shopoff Realty Investments
    Internal Wholesaler
    Shopoff Realty Investments May 2017 - May 2018
    Irvine, Ca
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  • Independent Capital Management
    Financial Advisor
    Independent Capital Management Sep 2015 - Apr 2017
    Newport Beach
    - Individual & Business Planning - Tax-Advantaged Wealth Accumulation - Retirement Planning - Investment Strategies - Asset Preservation - Insurance and Risk Management - Estate Planning - Tax-Advantaged Retirement Programs - Business Succession Planning
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Brian Dunn Skills

Estate Planning Series 63 Business Planning Strategic Financial Planning Investment Strategies Securities Real Estate Risk Management Insurance Analysis Executive Benefits Series 6 Retirement Estate Tax Planning Ca Insurance License Insurance Asset Protection Wealth Management Life Insurance

Brian Dunn Education Details

Frequently Asked Questions about Brian Dunn

What company does Brian Dunn work for?

Brian Dunn works for Peachtree Group

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

Brian Dunn's current role is Managing Director, Western US Capital Markets at Peachtree Group.

What schools did Brian Dunn attend?

Brian Dunn attended Chapman University, Corona Del Mar High School.

What skills is Brian Dunn known for?

Brian Dunn has skills like Estate Planning, Series 63, Business Planning, Strategic Financial Planning, Investment Strategies, Securities, Real Estate, Risk Management, Insurance Analysis, Executive Benefits, Series 6, Retirement.

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