Brian Bichler

Brian Bichler has a vast experience in the financial industry, starting from their role as Equities Trader at Fidelity Investments to their current position as Co-Head Financial Institution Channel at Atria Wealth Solutions. With a Bachelor of Science degree in Finance from the University of Utah, Brian has held various leadership roles in companies like Goldman Sachs, Morgan Stanley, and Knowledgent. Brian's expertise lies in transforming financial advisor and marketing platforms to enhance business efficiencies and client loyalty. Additionally, Brian has a strong background in overseeing technology and operations units, managing multi-million dollar budgets, and designing wealth management platforms for different financial institutions.