Brian Zurita

Portfolio Manager at Mariner Wealth Advisors

Manage investment 1,000+ portfolios within 2,700+ accounts worth over $1B in AUM; regularly evaluate and reallocate holdings to optimize financial outcomes; partner with 15+ wealth teams across 12 regional offices to align strategies with client goals; proactively identify inefficiencies in portfolio management processes, leading initiatives that reflect product operations thinking; 3,000+ trades year-to-date (≈150 trades/day); maintain outstanding ticket response times well below industry average (3.5 hours).

Client Service Associate at Mariner Wealth Advisors

Onboarded and supported 300+ clients across digital and paper-based systems, reflecting knowledge of identity verification, compliance workflows, and customer education; conducted asset reviews, account reconciliations, and fee transparency initiatives, enhancing client satisfaction and retention; led internal training sessions to standardize workflows across teams, echoing product documentation and enablement responsibilities.