Brian Posner
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Brian Posner Email & Phone Number

Vice President, Business Management Consultant at AssetMark at AssetMark
Location: New York, New York, United States 6 work roles 1 school
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Current company
AssetMark
Role
Vice President, Business Management Consultant at AssetMark
Location
New York, 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, 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.

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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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AssetMark
Assetmark
Vice President, Business Management Consultant at AssetMark
Website
assetmark.com
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6 roles

Brian Posner work experience

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

Vice President, Business Management Consultant

Current
Assetmark

Concord, California, US

May 2022 - Present

Practice Management And Training Consultant

American Portfolios

Holbrook, NY, US

May 2021 - May 2022

Assistant/Service Coordinator

Ajk Financial Group
Jun 2015 - Nov 2015

Multi-Unit Assistant Manager

Gamestop

Grapevine, Texas, US

Jun 2013 - Jun 2015
Team & coworkers

Colleagues at AssetMark

Other employees you can reach at assetmark.com. View company contacts →

SW Shelvic Webb-Thomas Shelvic Webb-Thomas Colleague at Assetmark Chicago, Illinois, United States, United States View → JM Joe Mooney Joe Mooney Colleague at Assetmark Concord, California, United States, United States View → SF Susan Fye Susan Fye Colleague at Assetmark Julian, Pennsylvania, United States, United States View → JH John Hahn, Cpa John Hahn, Cpa Colleague at Assetmark Truckee, California, United States, United States View → TF Trevor Frank Trevor Frank Colleague at Assetmark Chicago, Illinois, United States, United States View → CL Calvin Lim Calvin Lim Colleague at Assetmark Seattle, Washington, United States, United States View → DK Darshan Kedambadi Darshan Kedambadi Colleague at Assetmark Concord, California, United States, United States View → DK Dennis Keeley Dennis Keeley Colleague at Assetmark Kennesaw, Georgia, United States, United States View → SD Shimjith Divakar Shimjith Divakar Colleague at Assetmark Walnut Creek, California, United States, United States View → MK Matt Knudson Matt Knudson Colleague at Assetmark Waukesha, Wisconsin, United States, United States View →
1 education record

Brian Posner education

  • Baruch College
    Baruch College
    General
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, 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 Shelvic Webb-Thomas, Joe Mooney, Susan Fye, John Hahn, Cpa, and Trevor Frank.

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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