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Brian is a Director of Institutional Sales, serving the Wealth Management group at First National Bank’s institutional client base. His objective is to work with corporations, foundations and endowments, and pension plans in order to address their investment management needs. Additionally, he works very closely with the First National Investment Management team to deliver customized, institutional fixed income and equity solutions to address the clients funding and risk requirements.
Brian joined the Institutional Investment team in 2007 as a business development officer. Prior to joining First National Bank, Brian spent nearly 25 years in business-to-business sales with DTN and First Data Corporation, as well as IBM in both Omaha, Neb., and Minneapolis, Minn.
Brian holds a Bachelor of Science in Political Science and Business from Nebraska Wesleyan University and a Master of Science in Economics from the University of Nebraska at Omaha with additional courses through The American University in Washington D.C.
Brian also holds the FINRA Series 6 license.
Brian dedicates his personal time to mentoring Omaha youth through Teammates as well as putting his homebuilding skills to the test with his commitment to Habitat for Humanity. When not volunteering, Brian can be found spending time with him family and working on his golf game.
First National provides a service which helps non-profit organizations achieve their mission and program objectives.