Brian Gardner

Brian Gardner Email and Phone Number

Director of Client Services @ Bull Harbor Capital
Charleston, SC, US
Brian Gardner's Location
Charleston, South Carolina Metropolitan Area, United States
Brian Gardner's Contact Details
About Brian Gardner

BSBA l MBA l Series 7 Certification I Series 66 Customer focused client service manager with a proven track record in developing and

Brian Gardner's Current Company Details
Bull Harbor Capital

Bull Harbor Capital

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Director of Client Services
Charleston, SC, US
Website:
bullharborcapital.com
Employees:
14
Brian Gardner Work Experience Details
  • Bull Harbor Capital
    Director Of Client Services
    Bull Harbor Capital
    Charleston, Sc, Us
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  • Bull Harbor Capital
    Client Services Manager
    Bull Harbor Capital Oct 2023 - Present
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  • Fidelity Investments
    Client Services Manager
    Fidelity Investments Apr 2021 - Oct 2023
    • Manage service and operational relationship with a book of Registered InvestmentAdvisors with over $10B in assets under management• Head pivotal initiatives and projects driving operational efficiency, leading to higherclient satisfaction• Collaborate interdepartmentally and cross-functionally to resolve complex issuesand deliver favorable results• Identify operational inefficiencies for my book of clients and provide training withour technological tools and… Show more • Manage service and operational relationship with a book of Registered InvestmentAdvisors with over $10B in assets under management• Head pivotal initiatives and projects driving operational efficiency, leading to higherclient satisfaction• Collaborate interdepartmentally and cross-functionally to resolve complex issuesand deliver favorable results• Identify operational inefficiencies for my book of clients and provide training withour technological tools and software applications to improve client experience Show less
    View
  • Fidelity Investments
    Client Service Representative
    Fidelity Investments Jul 2018 - Apr 2021
    North Smithfield, Rhode Island
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  • Fidelity Investments
    Brokerage Operations Representative
    Fidelity Investments Oct 2015 - Jul 2018
    North Smithfield, Rhode Island
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  • Dg Home Improvements
    Project Manager / Carpenter
    Dg Home Improvements Mar 2010 - Oct 2015
    Putnam, Connecticut

Brian Gardner Skills

Project Management Construction Customer Service Leadership Purchasing Training Time Management Team Leadership Interviewing Skills Teamwork Powerpoint Microsoft Excel Microsoft Word Microsoft Office Public Speaking Research Sales Social Networking

Brian Gardner Education Details

Frequently Asked Questions about Brian Gardner

What company does Brian Gardner work for?

Brian Gardner works for Bull Harbor Capital

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

Brian Gardner's current role is Director of Client Services.

What is Brian Gardner's email address?

Brian Gardner's email address is ds****@****net.net

What is Brian Gardner's direct phone number?

Brian Gardner's direct phone number is +186037*****

What schools did Brian Gardner attend?

Brian Gardner attended Nichols College, Nichols College, Putnam High School.

What are some of Brian Gardner's interests?

Brian Gardner has interest in Collecting Antiques, Sweepstakes, Nascar, Home Improvement, Reading, Gourmet Cooking, Sports, The Arts, Golf, Fishing.

What skills is Brian Gardner known for?

Brian Gardner has skills like Project Management, Construction, Customer Service, Leadership, Purchasing, Training, Time Management, Team Leadership, Interviewing Skills, Teamwork, Powerpoint, Microsoft Excel.

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