Brian is a Managing Director and the Wealth Management Leader at Deloitte Consulting, bringing over 20 years of experience. He specializes in business, operations, and technology operating models for top global wealth firms. A graduate of the University of California, Davis, he focuses on enhancing the client and advisor digital experience.
Brian has authored publications on the strategic shifts in the wealth management industry, specifically focusing on financial advisor compensation and incentive models.
Read the full overview →Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals. They tend to be agreeable by nature, so take their promises with a pinch of salt.
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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