Manager Financial

BRIAN J. LEITNER, CFP®, ChFC, MST

*******@*****.***

C: 201-***-****

EXPERIENCE

UBS Financial Services, Inc, Weehawken, NJ 2004

Present

Director 2008

Present

Developed and delivered “Financial Planning Process & Skills” training to UBS senior management

across UBS’s Wealth Management platform for 2009 field implementation and execution.

Manager for the Preferred Planning Group. Responsible for creating customized financial plans for

High Net Worth clients.

Member of 2008 2009 Key Talent Program. This program is designed for selected “Key Talent” to

develop relationships with senior management across business areas of UBS to further career growth

and participate in a mentoring process.

Participate in Financial Advisor recruitment activities to attract new talent.

Associate Director

2005 2008

Created and executed various training to credentialed Financial Advisors across the country. Provided

training on income tax issues, estate planning strategies, philanthropic planning, and executive

compensation planning.

Constructed comprehensive cash flow financial plans for clients with a net worth of $2M $10M.

Member of the Ultra High Net Worth Group, a one year assignment, to create financial plans for

clients with a net worth in excess of $10M.

Worked with software developers to customize software per UBS’s specifications, i.e., summaries and

detailed cash flow schedules.

Divisional Vice President 2004 2005

Worked with Wealth Management Consultants and clients to develop solutions regarding stock option

planning, concentrated equity positions, wealth transfer and philanthropic planning.

Centura Personal Financial Services, Inc. New York, NY 2002 2004

Financial Planner

Created and presented fee only financial plans to High Net Worth clients to provide holistic financial

planning advice.

Analyzed and created investment portfolios for High Net Worth clients and evaluated third party

money managers.

Ernst & Young, LLP, New York, NY 1999 2002

Consultant

Conducted financial planning consultations with executives of Fortune 500 companies regarding their

stock options, retirement planning, and estate planning objectives.

Advised Smith Barney Financial Consultants on tax planning for their High Net Worth clients.

Conducted financial planning seminars to educate corporate clients on financial planning and their

employee benefits.

Relationship Manager and Lead Planner for several corporate client engagements involving various

aspects of financial planning and project management..

Brian J. Leitner, page 2

Brown Brothers, Harriman, New York, NY 1998 1999

Investment Administrator

EDUCATION

Fairleigh Dickinson University, Madison, NJ 2009

Masters of Taxation, Silberman School of Business

New York University –School of Continuing and Professional Studies (1999 2000)

Certificate in Financial Planning

Oneonta State University, Oneonta, NY 1998

B.S., Business / Economics with minor in Finance

Dean’s List 1997

Certifications & Licenses:

Certified Financial Planner (CFP)

Chartered Financial Consultant (ChFC)

FINRA Series 24, 7 & 66

Financial Planning Software Packages: NaviPlan, Sungard, Money Guide Pro, Wealthtec

APPEARANCES

CNBC’s Power Lunch Discussed investment management/financial planning issues.

NYC Bar Association Conducted financial planning lectures as part of the NYC Bar’s Continuing

Education Program.

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