Head of Mariner Platform Solutions
Mariner Platform Solutions
Brian has oversight over Mariner Platform Solutions, a fee-for-service platform that offers advisors technology, business infrastructure and access to tenured teams, including investment management, tax and trust services, to help run their practices more efficiently and increase their capacity to serve clients. In his role, he oversees business development and works closely with advisors to help elevate their client experience, increase their value proposition and grow their business. Brian has had a variety of different leadership roles within Mariner Wealth Advisors.
He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant as earned his Master's in taxation.
Disclosure information not submitted.
Wednesday, December 14, 2022
8:15 AM – 9:15 AM PDT