Since 2013, Brian Zeitz has been working in Monarch Asset Management located 954, 954. This expert is an experienced Managing Partner with over 20 years of work experience. According to Brian's resume and work profile, the professional has worked at more than five places with numerous backgrounds and gained various skills. Brian attended school at the Dalhousie University from 2008 to 2012. This expert has professional certification in Ctfa and Ficb. Brian Zeitz can be found in Sarasota, Florida – where this person is currently located. You can search for this person's contacts. We can also provide you with additional contact information upon request.
Name variants:
Bryan Zeitz,
Bryant Zeitz
Contact Information
Last Update
Jul 4, 2022
Email
br**@wealthmanagedwell.com, br**@gmail.com, br**@gmail.com
Location
Sarasota, FL
Company
Workplace
Work History
Managing Partner
Sarasota, FL
As Managing Partner of Monarch Asset Management Brian's responsibilities include strategic and tactical planning and oversight of the organization. In his role as Chief Investment Strategis...
from Mar 2013
Education
2008 — 2012
1988 — 1993
Occupations
Executive
Chairperson
Director
Managing Partner
Security
Vice President
Financial Broker
Portfolio Manager
Chief Executive
Operations Manager
Partner
Investment Analyst
Financial Analyst
Skills
Wealth Management
Portfolio Management
Asset Allocation
Investments
Asset Managment
High Net Worth Individuals
Private Banking
Fixed Income
Investment Strategies
Financial Advisory
Financial Services
Wealth Management Services
Financial Planning
Investment Management
Securities
Capital Markets
Finance
FAQs about Brian Zeitz
What is the main profession of Brian Zeitz?
Brian is a President, Director of Investments.
What jobs is Brian Zeitz a professional at?
The expert is a professional Executive and Chairperson jobs.
Where does Brian Zeitz currently live?
Sarasota, Florida is the place where Brian Zeitz lives
Does the expert have the email address?
br**@wealthmanagedwell.com and br**@gmail.com is The professional's email address.
Where did Brian Zeitz work?
Brian Zeitz worked at Monarch Asset Management, Harris Bank.
Does Brian Zeitz have personal webpage or blog?
Brian Zeitz`s website is http://www.my-monarch.com.
What education does Brian Zeitz have?
Brian studied at the Dalhousie University from 2008 to 2012.
Are there any certifications, that Brian Zeitz has?
The professional received the following certifications: Ctfa, Ficb, Institute of Certified Bankers, American Bankers Association, and Institute of Canadian Bankers.