Brian Garcia

Brian Garcia

Office Employee

Followers of Brian Garcia803 followers
location of Brian GarciaHouston, Texas, United States

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  • Timeline

  • About me

    All Glory to God. PNC Private Bank Analyst.

  • Education

    • The American College of Financial Services

      2024 - 2025
      CFP Certification Education Program
    • University of Houston-Downtown

      2017 - 2022
      Bachelor of Business Administration - BBA Finance, General 3.3 Magna Cum Laude

      Activities and Societies: Financial Management Association (FMA)

  • Experience

    • SES Research Inc

      Feb 2019 - Feb 2022
      Office Employee
    • Pappas Restaurants, Inc.

      Jul 2019 - Sept 2019
      Waiter

      Greeted and took guest orders. Served hot food to guests in a timely manner while ensuring great customer satisfaction. Closed out guest checks accordingly. Established positive relationships with guests and coworkers.

    • Virtus Partners

      Jul 2019 - Sept 2022
      • Cash Team Lead Analyst

        May 2022 - Sept 2022
      • Cash Analyst

        Jul 2019 - Sept 2022
    • PNC

      Mar 2023 - now
      Asset Management Group Development Program - Private Bank Analyst

      - As an analyst in the AMG Development Program - Private Bank, I have the privilege to immerse my self into the dynamic culture of the Houston private bank team where I see first hand how the team works with other lines of businesses in AMG such as institutional asset management, corporate bank, commercial bank and retail in order to exceed our client's expectations while maintaining our values.- Rotating through four main functional groups of the Private Bank which include: Sales, Banking, Fiduciary, and Investments.- Directly support the senior bankers, advisors and support staff with various projects, business development, pipeline management, reporting and meetings.- Participating in a special rotation with the Irrevocable Trust Solutions Group (ITSG) of the Private Bank supporting the Portfolio Specialists and Investment Advisors on the team with compliance, risk management, portfolio management and investment operations. Show less

  • Licenses & Certifications

  • Volunteer Experience

    • Corporate relations officer

      Issued by FMA International on Sept 2019
      FMA InternationalAssociated with Brian Garcia
    • Income Tax Preparer

      Issued by UHD VITA on Feb 2021
      UHD VITAAssociated with Brian Garcia