Brian McCormick is an experienced professional with a robust background in investment administration and financial consulting. Currently serving as an Investment Administrator at The Board of Pensions of the Presbyterian Church (U.S.A.) since October 2019, Brian previously held multiple roles at Envestnet, Inc. from May 2016, including Platform Consultant, Signature Services Representative, and Advisor Services Representative. Brian's expertise includes delivering support and education to financial advisors and managing large client accounts. Prior experience includes a Front Office Coordinator position at ATI Physical Therapy, a Member Services Associate and Head Teller at Franklin Mint Federal Credit Union, and an Assistant Manager role at ASD - Answering Service for Directors. Brian holds a Bachelor of Science in Health Professions and Related Clinical Sciences from West Chester University.
Sign up to view 0 direct reports
Get started