Vice President, Business Management Consultant
Current
May 2022 - Present
AeroLeads people directory · profile
Brian Posner Email & Phone Number
Vice President, Business Management Consultant at AssetMark
at
AssetMark
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Vice President, Business Management Consultant at AssetMark
Location
New York, United States
Who is Brian Posner? Overview
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Quick answer
Brian Posner is listed as Vice President, Business Management Consultant at AssetMark at AssetMark, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Brian Posner.
Brian Posner previously worked as Vice President, Business Management Consultant at Assetmark and Practice Management and Training Consultant at American Portfolios. Brian Posner holds Bachelor Of Business Administration - Bba, Finance, General from Baruch College.
Company email context
Email format at AssetMark
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AssetMark
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Profile bio
About Brian Posner
Diligent, dependable, motivated investment professional aiming to provide a proven skill in building relationships across multiple layers of the business including executives, institutions, independent financial advisor/principal offices, and end clients. Superior organizational skills with the ability to identify and solve problems, learn quickly, adapt to change, and manage multiple priorities/concurrent projects. Accustomed to working in fast-paced and high-pressure environments to achieve exceptional results. Well versed in broker/dealer and RIA operations. This has been achieved through roles in business services/transitions, operations, practice management/corporate training, consulting, and managerial/leadership. Acting as a subject matter expert on technology-driven business processes and third-party preferred web service platforms. Always working towards creating technology and service enhancements that improve client experience.
Current workplace
Brian Posner's current company
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6 roles
Brian Posner work experience
A career timeline built from the work history available for this profile.
Practice Management And Training Consultant
May 2021 - May 2022
Business Services Trainer
Mar 2018 - May 2021
Business Services Associate
Nov 2015 - Mar 2018
Assistant/Service Coordinator
Ajk Financial Group
Jun 2015 - Nov 2015
Multi-Unit Assistant Manager
Jun 2013 - Jun 2015
Team & coworkers
Colleagues at AssetMark
Other employees you can reach at assetmark.com. View company contacts →
MM
Michael Mason
Colleague at AssetmarkSan Francisco Bay Area, United States
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RA
Ryan Allessio
Colleague at AssetmarkChicago, Illinois, United States
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TC
Theresa Corle
Colleague at AssetmarkTyrone, Pennsylvania, United States
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RS
Ron Simonsen
Colleague at AssetmarkConcord, California, United States
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MS
Mike Schullo
Colleague at AssetmarkGreater Phoenix Area, United States
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BM
Bryce Murphy
Colleague at AssetmarkSan Jose, California, United States
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HS
Hemanth Srinivasan
Colleague at AssetmarkCharlotte Metro, United States
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NG
Neil Ghosh
Colleague at AssetmarkSan Jose, California, United States
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PH
Peter Hoversen
Colleague at AssetmarkConcord, California, United States
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JF
Jamie Freeman
Colleague at AssetmarkGreater Chicago Area, United States
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Michael Mason
Colleague at AssetmarkSan Francisco Bay Area, United States
View →
RA
Ryan Allessio
Colleague at AssetmarkChicago, Illinois, United States
View →
TC
Theresa Corle
Colleague at AssetmarkTyrone, Pennsylvania, United States
View →
RS
Ron Simonsen
Colleague at AssetmarkConcord, California, United States
View →
MS
Mike Schullo
Colleague at AssetmarkGreater Phoenix Area, United States
View →
BM
Bryce Murphy
Colleague at AssetmarkSan Jose, California, United States
View →
HS
Hemanth Srinivasan
Colleague at AssetmarkCharlotte Metro, United States
View →
NG
Neil Ghosh
Colleague at AssetmarkSan Jose, California, United States
View →
PH
Peter Hoversen
Colleague at AssetmarkConcord, California, United States
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JF
Jamie Freeman
Colleague at AssetmarkGreater Chicago Area, United States
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1 education record
Brian Posner education
-
Baruch College
FAQ
Frequently asked questions about Brian Posner
Quick answers generated from the profile data available on this page.
What company does Brian Posner work for?
Brian Posner works for AssetMark.
What is Brian Posner's role at AssetMark?
Brian Posner is listed as Vice President, Business Management Consultant at AssetMark at AssetMark.
Where is Brian Posner based?
Brian Posner is based in New York, United States while working with AssetMark.
What companies has Brian Posner worked for?
Brian Posner has worked for Assetmark, American Portfolios, Ajk Financial Group, and Gamestop.
Who are Brian Posner's colleagues at AssetMark?
Brian Posner's colleagues at AssetMark include Michael Mason, Ryan Allessio, Theresa Corle, Ron Simonsen, and Mike Schullo.
How can I contact Brian Posner?
You can use AeroLeads to view verified contact signals for Brian Posner at AssetMark, including work email, phone, and LinkedIn data when available.
What schools did Brian Posner attend?
Brian Posner holds Bachelor Of Business Administration - Bba, Finance, General from Baruch College.
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