Brian Dunmire

Brian Dunmire

Mutual Fund Representative

Followers of Brian Dunmire284 followers
location of Brian DunmireOverland Park, Kansas, United States

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  • Timeline

  • About me

    Senior Analyst, Portfolio Management at Mariner

  • Education

    • Rockhurst University

      2014 - 2016
      Master of Business Administration (MBA) Finance, General 3.82
    • The University of Kansas

      2007 - 2011
      Bachelor's degree Finance, General

      With a concentration in international business

  • Experience

    • Boston Financial Data Services

      Jun 2010 - Jun 2012
      Mutual Fund Representative
    • The Mutual Fund Store

      Jun 2012 - Sept 2016
      Client Account Services Rep
    • Financial Engines

      Sept 2016 - Aug 2018

      Handling everything involved with Centralized Trading

      • Trader & Processing Rep

        Feb 2017 - Aug 2018
      • Client Account Services Rep

        Sept 2016 - Feb 2017
    • Mariner

      Aug 2018 - now

      PM on CAPs

      • Senior Portfolio Manager

        Dec 2024 - now
      • Portfolio Manager

        Apr 2023 - Dec 2024
      • Senior Trade Associate

        Aug 2018 - Mar 2023
  • Licenses & Certifications

    • Series 65

      NASAA
      Feb 2025