My role is as 1752 Financial's Client Relationship Manager, where I am responsible for investment paperwork, following up with new accounts, and ensuring our clients have the best experience. If you're opening a new account, I will be your point of contact during the process and there to answer any questions you may have.
I went to George Mason for Public Administration and have always had a deep interest in personal finance. I have spent the last few years working on the golf course as a caddy, and most recently for a PGA tour player. I'm currently working towards my Series 7 and 65, with dreams of becoming a financial advisor in the near future so I can provide more than just advice on the course.
Q&A With Bryan
What's your favorite type of cuisine or restaurant?
Sichuan Chinese Food. Sichuan is a province in SW China that is known for their bold and spicy cuisine. I've always wanted to visit and learn more.
What's a cause or charity that you're passionate about supporting?
The US Blind Golf Association allows for visually impaired or Blind persons to still participate and compete in golf tournaments. You can choose to volunteer your time (as a coach, who will navigate the player around the course and be their 'eyes') or with a donation. I think they have a fantastic mission.
What's your favorite way to spend a day off?
Trying out a new recipe or in a golf cart with music blaring :)
If you could only read one book for the rest of your life, what would it be?
The Intelligent Investor by Benjamin Graham, I believe there are so many great lessons in there.
What's something you've accomplished that you're proud of?
Saving up for my first home, I think it’s an underrated achievement that anyone should be proud of accomplishing
What's your go-to karaoke song?
Easy... Kiss from a Rose by Seal.
What's the craziest fashion trend you've ever followed?
I wore those Heely shoes with the wheels on them in middle school. I've come a long way
What's the weirdest thing you've ever eaten?
Cat food, it was a dare.
Have a different question?