I'm consistently impressed by my colleagues' eagerness to help, and selfless attitude, displayed day in, and day out.
Senior Portfolio Accountant
Brian also reconciles client accounts and prepares client portfolio and tax reports.
Before joining Crestone in 2008, Brian served as the Commercial Mortgage Loan and Acquisition Analyst Intern with MMA Realty Capital (2007) and the Great-West Life & Annuity Insurance Company (2006).
Brian received his Bachelor of Science, with distinction, in Business Administration (emphasis in finance) and his real estate certificate from the University of Colorado at Boulder. In addition, Brian holds Advent Axys Back Office Professional and Performance Measurement Certifications.
Brian is an active participant in Boulder’s professional community. He is a member of the Boulder Young Professionals’ Board of Directors and is the organization’s Social & Philanthropy Committee co-chair. Brian also mentors two students through the Leeds School of Business Professional Mentor Program at the University of Colorado at Boulder and regularly volunteers with both There With Care and the Roundup River Ranch.