Brian Leitner
Direktor/Vorstandsmitglied bei Giving The Basics
Profil
Mr. Brian Leitner is Senior Vice President at Mariner Wealth Advisors LLC.
He also provides financial planning support to wealth advisors relating to tools and techniques for financial planning strategies.
Prior to joining Mariner in 2010, Mr. Leitner ran the Preferred Planning platform at UBS, where he managed a group of professionals who created comprehensive financial plans for high-net-worth clients.
While in that role, he created and executed training for credentialed financial advisors across the country.
He also provided guidance with respect to heavily concentrated positions, stock options analyses, philanthropic planning and estate planning strategies.
Before joining UBS, he was a consultant in the Financial Planning and Tax Services department of Ernst & Young LLP.
As a fee-based financial planner, he specialized in investment and tax strategies for both individual and corporate clients.
Mr. Leitner has a bachelor’s degree in economics from the State University of New York College at Oneonta and a master’s in taxation from Fairleigh Dickinson University.
Aktive Positionen von Brian Leitner
Unternehmen | Position | Beginn |
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Giving The Basics | Direktor/Vorstandsmitglied | 01.01.2014 |
Ehemalige bekannte Positionen von Brian Leitner
Unternehmen | Position | Ende |
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UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Corporate Officer/Principal | 31.12.2009 |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Ausbildung von Brian Leitner
The State University of New York | Undergraduate Degree |
Fairleigh Dickinson University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Finance |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Commercial Services |
Giving The Basics |