Brian is a partner at Financial Management Services, Inc. (FMSI). He joined FMSI in 2014 after almost 13 years as a broker/dealer and registered investment advisor serving depositories from coast to coast. Brian has extensive experience in advising client institutions on balance sheet management strategies, interest rate risk, investments and other strategic efforts. He has been a frequent speaker and participant at industry conferences and continues to serve as a member of the board of directors at Catholic Family CU.
Partner at Financial Management Services
Credit Union National Association
Credit Union National Association |