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Brian Vitrano
Private Client Relationship Advisor at Brown Advisory
Brian Vitrano is a seasoned sales professional with 10+ years of experience, holding various roles at top firms like Brown Advisory and T. Rowe Price, with expertise in Microsoft Office, Time Management, and Retirement Planning.
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Location
Baltimore, Maryland, United States, US
Skills
- Sales
- Microsoft Excel
- Powerpoint
- Time Management
- Retirement Planning
- Show all
Bio
Generated by
Topline AI
Brian Vitrano is a seasoned professional with a proven track record of driving sales growth and delivering exceptional client service. As a Private Client Relationship Advisor at Brown Advisory, he has successfully managed high-net-worth client relationships, leveraging his expertise in retirement planning and investment management. With over 10 years of experience at T. Rowe Price, Brian has honed his skills in global client account services, analyst roles, and financial institution services. His expertise spans Microsoft Office, Microsoft Excel, PowerPoint, and Time Management, making him a valuable asset to any organization.
Experience
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United States
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Financial Services
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700 & Above Employee
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Private Client Relationship Advisor
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Jan 2024 - Present
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Private Client Senior Relationship Associate
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May 2022 - Jan 2024
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United States
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Financial Services
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700 & Above Employee
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Senior Analyst, Global Client Account Services
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Jul 2021 - May 2022
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Analyst, Global Client Operations
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Jul 2018 - Jul 2021
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Specialist, Global Client Operations
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Oct 2015 - Jul 2018
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Financial Institution Services Representative
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Dec 2013 - Oct 2015
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John Hancock Freedom 529 Representative
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Apr 2013 - Dec 2013
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Retirement Plan Transaction Representative
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Dec 2011 - Apr 2013
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Management Trainee
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Jun 2010 - Dec 2011
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Sales Assistant and Inventory Control
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Jun 2009 - Aug 2009
Assisted clients (mainly small to medium restaurant owners) with sales purchases ranging from $100-$2,000Helped manage inventory control.
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Education
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2023 - 2025Loyola University Maryland Sellinger School of Business and Management
Master of Business Administration - MBA -
2006 - 2010
Gettysburg College
B.A., Management -
1993 - 2006
St. Paul's School (MD)
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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