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Cfp Brian Leitner Chfc Mst
Cfp Brian Leitner Chfc Mst
Managing Director, Wealth Solutions | Mariner
Leawood, Kansas, United States
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.
Cfp Brian Leitner Chfc Mst
Work Experience
Managing Director, Wealth Solutions at
Mariner
September 2022 - Present
Head of Mariner Platform Solutions at
Mariner
August 2021 - August 2022
Head of Wealth Management, Chief Practice Management Officer at
Mariner
September 2010 - December 2020
Director at
UBS Group AG
June 2004 - September 2010
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
*************@marinerwealth.com
*************@ubs.com
*************@uk.ey.com
*************@ey.com
*************@marinerwealthadvisors.com
Colleagues
Regional Vice President
Managing Director- Senior Wealth Advisor
Managing Director & Senior Wealth Advisor
Managing Director
Co Founder / Senior Wealth Advisor
Managing Director
Managing Director & Senior Wealth Advisor
Deputy Chief Operating Officer
Senior Managing Director
Managing Director