Vice President Of Strategy
Current
May 2024 - Present
AeroLeads people directory · profile
Brian Janes, Cima®, Bfa ™ Email & Phone Number
Father, Friend, Learner, Coach and contributor in Finance
at
Transform Wealth
1 work email found
@thrivent.com
10 phones found area 720, 303, and 405
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Father, Friend, Learner, Coach and contributor in Finance
Location
Parker, Colorado, United States
Who is Brian Janes, Cima®, Bfa ™? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Brian Janes, Cima®, Bfa ™ is listed as Father, Friend, Learner, Coach and contributor in Finance at Transform Wealth, based in Parker, Colorado, United States. AeroLeads shows a work email signal at thrivent.com, phone signal with area code 720, 303, 405, and a matched LinkedIn profile for Brian Janes, Cima®, Bfa ™.
Brian Janes, Cima®, Bfa ™ previously worked as Vice President of Strategy at Transform Wealth and Board Chair at Secor Cares. Brian Janes, Cima®, Bfa ™ holds Executive Education, Investment Management Consultants Association from The Wharton School.
Company email context
Email format at Transform Wealth
This section adds company-level context without repeating Brian Janes, Cima®, Bfa ™'s masked contact details.
*@thrivent.com
68% confidence
AeroLeads found 1 current-domain work email signal for Brian Janes, Cima®, Bfa ™. Compare company email patterns before reaching out.
Profile bio
About Brian Janes, Cima®, Bfa ™
Fortunate to partner with the best in the business. When working for good, work and life are able to collide and coexist, and I get to live that out with great people at Transform Wealth (also DBA Weatherstone Capital).
Listed skills include Strategy, Analytics, Mutual Funds, Series 63, and 11 others.
Current workplace
Brian Janes, Cima®, Bfa ™'s current company
Company context helps verify the profile and gives searchers a useful next step.
11 roles · 26 years
Brian Janes, Cima®, Bfa ™ work experience
A career timeline built from the work history available for this profile.
Board Chair
Current
Oct 2023 - Present
Market Director
Jul 2021 - May 2024
Regional Development Director
Dec 2019 - Jul 2021
Schwab Advisor Services Sales - Relationship Manager
Jun 2017 - Dec 2019
Sr Associate Director-Co/Wy
Apr 2015 - Jun 2017
Sales Desk Manager
Jan 2012 - Apr 2015
Sr Internal Sales Consultant
Jun 2010 - Jan 2012
Financial Operations Supervisor
2004 - May 2010
Financial Operations Supervisor
Invesco Funds Group
2001 - 2004
~3 yrs
Licensed Phone Representative, Retirement Specialist Representative, Supervisor
Nov 1997 - Feb 2001
4 education records
Brian Janes, Cima®, Bfa ™ education
Executive Education, Investment Management Consultants Association
The Wharton School
Education record
University Of Central Oklahoma
Education record
Chandler High School Chandler, Ok
Bachelor Of Science, Business Administration And Management, General; Communications
Colorado State University Global
FAQ
Frequently asked questions about Brian Janes, Cima®, Bfa ™
Quick answers generated from the profile data available on this page.
What company does Brian Janes, Cima®, Bfa ™ work for?
Brian Janes, Cima®, Bfa ™ works for Transform Wealth.
What is Brian Janes, Cima®, Bfa ™'s role at Transform Wealth?
Brian Janes, Cima®, Bfa ™ is listed as Father, Friend, Learner, Coach and contributor in Finance at Transform Wealth.
What is Brian Janes, Cima®, Bfa ™'s email address?
AeroLeads has found 1 work email signal at @thrivent.com for Brian Janes, Cima®, Bfa ™ at Transform Wealth.
What is Brian Janes, Cima®, Bfa ™'s phone number?
AeroLeads has found 10 phone signal(s) with area code 720, 303, 405 for Brian Janes, Cima®, Bfa ™ at Transform Wealth.
Where is Brian Janes, Cima®, Bfa ™ based?
Brian Janes, Cima®, Bfa ™ is based in Parker, Colorado, United States while working with Transform Wealth.
What companies has Brian Janes, Cima®, Bfa ™ worked for?
Brian Janes, Cima®, Bfa ™ has worked for Transform Wealth, Secor Cares, Thrivent, Charles Schwab, and Janus Henderson Investors U.S..
How can I contact Brian Janes, Cima®, Bfa ™?
You can use AeroLeads to view verified contact signals for Brian Janes, Cima®, Bfa ™ at Transform Wealth, including work email, phone, and LinkedIn data when available.
What schools did Brian Janes, Cima®, Bfa ™ attend?
Brian Janes, Cima®, Bfa ™ holds Executive Education, Investment Management Consultants Association from The Wharton School.
What skills is Brian Janes, Cima®, Bfa ™ known for?
Brian Janes, Cima®, Bfa ™ is listed with skills including Strategy, Analytics, Mutual Funds, Series 63, Series 7, Series 24, Sales Management, and Sales Presentations.
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