Brian O'Rourke

Brian ORourke

Director of Financial Planning
New York, New York, United States

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Work Experience

Prato Capital Management

Director of Financial Planning

2017-11-01 - Present

Rufus Labs

Angel Investor

2013-03-01 - Present

Merrill Lynch

Senior Financial Advisor

2007-11-01 - 2017-11-01

Morgan Stanley

Financial Advisor

2006-04-01 - 2007-11-01

Skills

tax planning specialty finance retirement planning financial planning insurance college planning wealth management estate planning investing

Languages

No Languages Available