Bryon Gilbert, CFP
Director Of Operations at Meritage Portfolio Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Overland Park, Kansas, United States, US
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Credentials
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Certified Financial Planner (CFP)
CFP BoardApr, 2002- Sep, 2024
Experience
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Meritage Portfolio Management
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United States
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Investment Management
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1 - 100 Employee
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Director Of Operations
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Jul 2018 - Present
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Senior Operations Specialist
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Jul 2014 - Jul 2018
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VP Performance Measurement
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Sep 2011 - Jul 2014
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Midwest Trust
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United States
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Financial Services
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1 - 100 Employee
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VP/Advent Ops Manager
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Sep 2002 - Sep 2011
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Financial Planner
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May 1998 - Sep 2002
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Investment Accountant
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1997 - 1998
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Education
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University of Central Missouri
BS
Community
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