Partner, Director Of Operations
Current
Aug 2022 - Present
AeroLeads people directory · profile
Brianna Gutierrez Email & Phone Number
Partner, Director of Operations
at
Defined Financial Planning
1 work email found
@shoneassetmgmt.com
1 phone found area 650
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner, Director of Operations
Location
San Francisco Bay Area, United States, United States
Who is Brianna Gutierrez? Overview
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Quick answer
Brianna Gutierrez is listed as Partner, Director of Operations at Defined Financial Planning, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at shoneassetmgmt.com, phone signal with area code 650, and a matched LinkedIn profile for Brianna Gutierrez.
Brianna Gutierrez previously worked as Associate Advisor at Allworth Financial and Financial Advisor at Shone Asset Management, Llc. Brianna Gutierrez holds Finance, Business Administration from Saint Mary'S College Of California.
Company email context
Email format at Defined Financial Planning
This section adds company-level context without repeating Brianna Gutierrez's masked contact details.
{first_initial}{last}@shoneassetmgmt.com
86% confidence
AeroLeads found 1 current-domain work email signal for Brianna Gutierrez. Compare company email patterns before reaching out.
Profile bio
About Brianna Gutierrez
Brianna Gutierrez is a Partner, Director of Operations at Defined Financial Planning. She possess expertise in microsoft office, microsoft excel, public speaking, task management, customer service and 2 more skills.
Listed skills include Microsoft Office, Microsoft Excel, Public Speaking, Task Management, and 3 others.
Current workplace
Brianna Gutierrez's current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles · 7 years
Brianna Gutierrez work experience
A career timeline built from the work history available for this profile.
Associate Advisor
May 2021 - Aug 2022
Financial Advisor
Shone Asset Management, Llc
2019 - Aug 2022
Associate
Shone Asset Management, Llc
Jul 2018 - Aug 2022
Intern
Shone Asset Management, Llc
Jan 2018 - Jul 2018
Graduate Kinesiology Marketing Coordinator
Sep 2016 - Jul 2017
Admissions Assistant
Kalmanovitz School Of Education
Sep 2015 - Feb 2016
Intern
San Francisco District Attorney'S Office
Jun 2015 - Aug 2015
Accounting Intern
Jun 2013 - Aug 2013
2 education records
Brianna Gutierrez education
Finance, Business Administration
Education record
Alma Heights Christian Academy
FAQ
Frequently asked questions about Brianna Gutierrez
Quick answers generated from the profile data available on this page.
What company does Brianna Gutierrez work for?
Brianna Gutierrez works for Defined Financial Planning.
What is Brianna Gutierrez's role at Defined Financial Planning?
Brianna Gutierrez is listed as Partner, Director of Operations at Defined Financial Planning.
What is Brianna Gutierrez's email address?
AeroLeads has found 1 work email signal at @shoneassetmgmt.com for Brianna Gutierrez at Defined Financial Planning.
What is Brianna Gutierrez's phone number?
AeroLeads has found 1 phone signal(s) with area code 650 for Brianna Gutierrez at Defined Financial Planning.
Where is Brianna Gutierrez based?
Brianna Gutierrez is based in San Francisco Bay Area, United States, United States while working with Defined Financial Planning.
What companies has Brianna Gutierrez worked for?
Brianna Gutierrez has worked for Defined Financial Planning, Allworth Financial, Shone Asset Management, Llc, Saint Mary'S College Of California, and Kalmanovitz School Of Education.
How can I contact Brianna Gutierrez?
You can use AeroLeads to view verified contact signals for Brianna Gutierrez at Defined Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Brianna Gutierrez attend?
Brianna Gutierrez holds Finance, Business Administration from Saint Mary'S College Of California.
What skills is Brianna Gutierrez known for?
Brianna Gutierrez is listed with skills including Microsoft Office, Microsoft Excel, Public Speaking, Task Management, Customer Service, Project Management, and Research.
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