Brian Saunders
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Brian Saunders Email & Phone Number

Portfolio Analyst and Operations Associate at Ascent Wealth Partners, LLC
Location: Clinton, New York, United States 8 work roles 2 schools
1 work email found @uticanational.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email b****@uticanational.com
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Current company
Ascent Wealth Partners, LLC
Role
Portfolio Analyst and Operations Associate
Location
Clinton, New York, United States
Company size
12 employees

Who is Brian Saunders? Overview

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Quick answer

Brian Saunders is listed as Portfolio Analyst and Operations Associate at Ascent Wealth Partners, LLC, a with 12 employees, based in Clinton, New York, United States. AeroLeads shows a work email signal at uticanational.com and a matched LinkedIn profile for Brian Saunders.

Brian Saunders previously worked as Portfolio Analyst/Operations Associate at Ascent Wealth Partners, Llc and Financial Analyst at Utica National Insurance Group. Brian Saunders studied at Marist College.

Company email context

Email format at Ascent Wealth Partners, LLC

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{first}.{last}@uticanational.com
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Profile bio

About Brian Saunders

Brian Saunders is a Portfolio Analyst and Operations Associate at Ascent Wealth Partners, LLC.

Current workplace

Brian Saunders's current company

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Ascent Wealth Partners, LLC
Ascent Wealth Partners, Llc
Portfolio Analyst and Operations Associate
Clinton, NY, US
Website
ascentwealthpartners.com
Employees
12
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Company profile
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8 roles

Brian Saunders work experience

A career timeline built from the work history available for this profile.

Finance Intern

Utica National Insurance Group

New Hartford, New York, United States

• Created an Excel model for each department tracking their functional and segment spending for auditory purposes.• Constructed a companywide staffing model based on specific growth factors for each department.• Led meetings with senior level and C – Suite employers for internal finance issues.• Analyzed and constructed financial statements for monthly and quarterly ends.

May 2022 - Aug 2022

Finance Intern

Ascent Wealth Partners, Llc

New Hartford, New York, United States

• Conducted fundamental analysis of individual securities and emerging sectors to assist with portfolio management.• Reviewed and revised existing alternative investments materials for accredited investors.• Alternative investments project included developing supplemental information in high detail for clients.• Completed cybersecurity project which included presenting research and analysis at a firm investment committee meeting. Presentation included recommendations on security selection.• Facilitated customer relations by interacting with clients and meeting their expectations in a timely manner.

Jun 2021 - Jan 2022

Laborer

Steve Cal Lawn And Yard Llc

Clinton, New York, United States

May 2020 - Aug 2021
Team & coworkers

Colleagues at Ascent Wealth Partners, LLC

Other employees you can reach at ascentwealthpartners.com. View company contacts for 12 employees →

JR Julian Rivers Ballesteros, Cfa Julian Rivers Ballesteros, Cfa Colleague at Ascent Wealth Partners, LlcCharlotte, North Carolina, United States View → NE Neil Edmonds, Aif® Neil Edmonds, Aif® Colleague at Ascent Wealth Partners, LlcSaratoga Springs, New York, United States View → KE Kira Edmonds, Pharmd Kira Edmonds, Pharmd Colleague at Ascent Wealth Partners, LlcSaratoga Springs, New York, United States View → MM Moshier, Mark Moshier, Mark Colleague at Ascent Wealth Partners, LlcSaratoga Springs, New York, United States View → TW Timothy Welchons Timothy Welchons Colleague at Ascent Wealth Partners, LlcBoston, Massachusetts, United States View → JS Joseph Summa, Cfa Joseph Summa, Cfa Colleague at Ascent Wealth Partners, LlcRome, New York, United States View →
2 education records

Brian Saunders education

FAQ

Frequently asked questions about Brian Saunders

Quick answers generated from the profile data available on this page.

What company does Brian Saunders work for?

Brian Saunders works for Ascent Wealth Partners, LLC.

What is Brian Saunders's role at Ascent Wealth Partners, LLC?

Brian Saunders is listed as Portfolio Analyst and Operations Associate at Ascent Wealth Partners, LLC.

What is Brian Saunders's email address?

AeroLeads has found 1 work email signal at @uticanational.com for Brian Saunders at Ascent Wealth Partners, LLC.

Where is Brian Saunders based?

Brian Saunders is based in Clinton, New York, United States while working with Ascent Wealth Partners, LLC.

What companies has Brian Saunders worked for?

Brian Saunders has worked for Ascent Wealth Partners, Llc, Utica National Insurance Group, Steve Cal Lawn And Yard Llc, Hannaford Supermarkets, and Skenandoa Club Pro Shop.

Who are Brian Saunders's colleagues at Ascent Wealth Partners, LLC?

Brian Saunders's colleagues at Ascent Wealth Partners, LLC include Julian Rivers Ballesteros, Cfa, Neil Edmonds, Aif®, Kira Edmonds, Pharmd, Moshier, Mark, and Timothy Welchons.

How can I contact Brian Saunders?

You can use AeroLeads to view verified contact signals for Brian Saunders at Ascent Wealth Partners, LLC, including work email, phone, and LinkedIn data when available.

What schools did Brian Saunders attend?

Brian Saunders studied at Marist College.

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