Brian joined HB Wealth in June of 2022 after over 7 years in sales process improvement and CRM consulting. He graduated from Georgia Tech in 2014 with a degree in Industrial and Systems Engineering with a concentration in Economic & Financial Systems.
Brian serves as the Manager, Business Process and the Product Owner of CRM. He is focused on standardizing and optimizing the firm’s business processes and developing custom solutions in CRM to serve our clients more efficiently. He works closely with all teams in the organization, acting as an internal consultant.
In his spare time, Brian enjoys playing sports (golf, basketball, soccer, disc golf, and tennis, to name a few), practicing CrossFit, and DIY home improvement projects. If you ever need to borrow a tool, he’s your guy.
NOTE:
If you received an email that appears to be from me about a job offer, please be aware that this is fraudulent. The email was NOT from me and is part of a phishing scam.
To protect yourself:
• Do not click on any links or respond to the email.
• Delete the email immediately.
For any questions or to verify legitimate communications, please send an email to info@hbwealth.com.