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Cfp Brian Leitner Chfc Mst

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Cfp Brian Leitner Chfc Mst

Managing Director, Wealth Solutions | Mariner

Leawood, Kansas, United States

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Cfp Brian Leitner Chfc Mst

Summary

Brian Leitner is a seasoned financial services professional with over two decades of experience in wealth management and financial planning. Currently serving as Managing Director at Mariner Wealth Advisors, he leads strategic growth initiatives and is a prominent speaker at industry events. Brian has a solid foundation in economics and taxation, holding degrees from SUNY Oneonta and Fairleigh Dickinson University. His prior roles include significant leadership positions at UBS and Ernst & Young, where he honed his expertise in advising high-net-worth clients. Brian's commitment to education is evident through his involvement in training emerging financial advisors. He is a CERTIFIED FINANCIAL PLANNER and a Chartered Financial Consultant, recognized in Ingram's 40 Under Forty. His leadership style emphasizes collaboration and innovation, ensuring exceptional client service and advisor support. Brian is also a host of a podcast series, showcasing his passion for financial literacy and client engagement.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Cfp Brian Leitner Chfc Mst

Work Experience

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Managing Director, Wealth Solutions at

Mariner

September 2022 - Present

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Head of Mariner Platform Solutions at

Mariner

August 2021 - August 2022

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Head of Wealth Management, Chief Practice Management Officer at

Mariner

September 2010 - December 2020

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Director at

UBS Group AG

June 2004 - September 2010

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Senior Associate at

EY

January 1999 - January 2003

Cfp Brian Leitner Chfc Mst

Education

Fairleigh Dickinson University, Masters

January 1970 - January 1970

SUNY Oneonta

January 1970 - January 1970

University of New Brunswick, Masters

January 1970 - January 1970

Frequently Asked Questions about Cfp Brian Leitner Chfc Mst

What is Cfp Brian Leitner Chfc Mst email address?

Cfp Brian Leitner Chfc Mst's primary email address is *************@marinerwealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Brian Leitner Chfc Mst work for?

Cfp Brian Leitner Chfc Mst is a Managing Director, Wealth Solutions at Mariner, a company specializing in Functions related to depository banking.

Where Cfp Brian Leitner Chfc Mst graduated from?

Cfp Brian Leitner Chfc Mst holds a degree in from Fairleigh Dickinson University.

How can I directly contact Cfp Brian Leitner Chfc Mst?

To contact Cfp Brian Leitner Chfc Mst directly, you can use the email address *************@marinerwealth.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Brian Leitner Chfc Mst?

Brian Leitner is a seasoned financial services professional with over two decades of experience in wealth management and financial planning. Currently serving as Managing Director at Mariner Wealth Advisors, he leads strategic growth initiatives and is a prominent speaker at industry events. Brian has a solid foundation in economics and taxation, holding degrees from SUNY Oneonta and Fairleigh Dickinson University. His prior roles include significant leadership positions at UBS and Ernst & Young, where he honed his expertise in advising high-net-worth clients. Brian's commitment to education is evident through his involvement in training emerging financial advisors. He is a CERTIFIED FINANCIAL PLANNER and a Chartered Financial Consultant, recognized in Ingram's 40 Under Forty. His leadership style emphasizes collaboration and innovation, ensuring exceptional client service and advisor support. Brian is also a host of a podcast series, showcasing his passion for financial literacy and client engagement.

Cfp`s contact details

mail

*************@marinerwealth.com

*************@ubs.com

*************@uk.ey.com

*************@ey.com

*************@marinerwealthadvisors.com

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