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Three Peaks Wealth Management
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Managing PartnerThree Peaks Wealth Management May 2021 - Present240 N East Promontory Farmington, Ut 84025Investment Strategy & Portfolio Management
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First Vice President - Investment Officer, Fundamental Choice Portfolio Manager AtWells Fargo Advisors Feb 2008 - May 2021Salt Lake City, UtahI can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member FINRA/SIPC -
First Vice President - Financial AdvisorUbs Oct 2006 - Jan 2008Salt Lake City, UtahRelocated team to initialize a full time technology center and utilize bank lending. Team leader of 8 financial professionals specializing in asset allocation of equity, fixed income, hedge funds, and structured products. -
First Vice President - Financial ConsultantMorgan Stanley Smith Barney Sep 1990 - Oct 2007Salt Lake City, UtahSenior Portfolio Specialist for Consulting Group. Started the Rocky Mountain Group, a team of five financial professionals managing high net work and institutional assets. Specialized in quantitative analysis with specialized software. -
Sergeant - Patrol/Paramedic DivisionDavis County Sheriff'S Office Feb 1982 - May 1991Farmington, UtahSupervisor for the Davis County Sheriff's Paramedic Program with extensive experience in criminal investigations.
Brian Weese Skills
Brian Weese Education Details
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Finance, General -
Emergency Care And Rescue (Paramedic)
Frequently Asked Questions about Brian Weese
What company does Brian Weese work for?
Brian Weese works for Three Peaks Wealth Management
What is Brian Weese's role at the current company?
Brian Weese's current role is Managing Partner at Three Peaks Wealth Management.
What is Brian Weese's email address?
Brian Weese's email address is br****@****sec.com
What is Brian Weese's direct phone number?
Brian Weese's direct phone number is +131487*****
What schools did Brian Weese attend?
Brian Weese attended Weber State University, Weber State University.
What are some of Brian Weese's interests?
Brian Weese has interest in Disaster And Humanitarian Relief.
What skills is Brian Weese known for?
Brian Weese has skills like Investments, Asset Allocation, Retirement, Retirement Planning, Investment Strategies, Mutual Funds, Alternative Investments, Bonds, Iras, Portfolio Management, Equities.
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Brian Weese
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Brian Weese
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