Director of Sales and Marketing
Brian Deane is a veteran of the financial services industry and joined CFG as the Director of Sales and Marketing in 2018. Brian is responsible for developing and implementing CFG’s strategy to introduce more clients and advisors to CFG’s distinctive niche. As the firms OSJ, he also oversees compliance and regulatory requirements. He currently holds his FINRA Series 7, 63 and 24.
Prior to joining CFG, Brian consulted with Investment Advisors to develop complex insurance and annuity solutions for Medallion Financial Group’s high net worth and institutional clients in Arizona and Southern California. Brian has also held sales and leadership positions with the Annexus Group, Walton Securities, Cole Capital, and AXA Advisors.
“The ultra-affluent market is an exciting and complex space. Our clients, their attorneys, investment advisors, CPAs, and other professional service providers have come to rely on CFG to deliver unique solutions to meet their investment, tax, and estate planning needs. I believe our technical expertise and commitment to ongoing client service is best-in-class and is what truly separates CFG.”
Originally from Upstate NY, Brian traded long winters and short summers for the year-round Arizona sunshine. He resides in Scottsdale with his wife Veronica, their son Connor, and dog Chloe who runs the show. When not at work Brian loves to spend time with his family, cook for family and friends, travel, and get in as many rounds of golf as having a newborn will allow.
Brian earned his B.S. in Economics from SUNY Albany, and studied international business at the University College of Cork, Ireland.