Brian R. has held a variety of roles in the financial services industry. In 2019, they were the Chief Marketing Officer of Retirable, SVP, Head of Axos Invest at Axos Invest, and SVP, Co-Head - Robo Division at Axos Securities. From 2013-2019, they were the Chief Executive Officer, Chief Strategy Officer, and Chief Marketing Officer of WiseBanyan, which was acquired by Axos Financial and rebranded to Axos Invest in October 2019. In 2012, they were the Chief Revenue Officer of Pricing Nation. In 2011, they were a Summer Associate at Thayer Street Partners and a Business Development/Strategy Intern at NextMark, Inc. From 2006-2011, they worked at Media Contacts as a Media Planner/Buyer, Coordenador de Mídia, and Assistant Media Planner/Buyer. Brian also held an Intern role at Tritonic - A Creative Agency in 2006.
Brian R. completed their education with an MBA from The Tuck School of Business at Dartmouth, a Bachelor of Arts (BA) from Pomona College, and attended The Pingry School.
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