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Brian Mitchell

Brian Mitchell

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Followers of Brian Mitchell122 followers
location of Brian MitchellOklahoma City, Oklahoma, United States

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  • Timeline

  • About me

    Partner | Portfolio Manager at Mitchell + Pahl Private Wealth

  • Education

    • University of Pennsylvania - The Wharton School

      2013 - 2013
      IMCA Certified Investment Management Analyst Program

    • University of Oklahoma - Price College of Business

      1997 - 2001
      BBA Finance

      Activities and Societies: Sigma Chi

  • Experience

    • First Fidelity Bank

      Jun 1998 - Aug 2001
      Associate

    • Morgan Stanley

      Sept 2001 - Aug 2005
      Financial Advisor

    • Wells Fargo Advisors

      Sept 2005 - May 2020

      • Senior Vice President - Investments

        Dec 2008 - May 2020

      • Financial Consultant

        Sept 2005 - Dec 2008

    • Mitchell + Pahl Private Wealth

      Jun 2020 - now
      Partner | Portfolio Manager

  • Licenses & Certifications

    • Certified Investment Management Analyst® (CIMA®)

      Certified Investment Management Analyst®
      Aug 2013
      View certificate certificate