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Bri Ghosn, CPA, CFP® - Email & Phone Number

Senior Relationship Manager at Market Street Trust Company

Bri Ghosn, CPA, CFP® is based out of Tulsa Metropolitan Area and works at Market Street Trust Company as Senior Relationship Manager.

Bri Ghosn, CPA, CFP®'s Contact Information

Latest update
May 4, 2024
Location
Tulsa Metropolitan Area

Bri Ghosn, CPA, CFP®'s Work History

Senior Relationship Manager
Market Street Trust Company
Aug 2023 - Present
Senior Vice President & Chief Financial Officer
Trust Company of Oklahoma
Jun 2018 - Jul 2023
Senior Wealth Advisor
Mariner Wealth Advisors
Jul 2016 - May 2018
Wealth Advisor
Mariner Wealth Advisors
Jun 2013 - Jun 2016

Bri Ghosn, CPA, CFP®'s Education

Bri Ghosn, CPA, CFP®'s Skills

Strategic Financial Planning
Estate Planning
Financial Planners
CPA
High Net Worth Individuals
Income Tax

Bri's current employer

Market Street Trust Company logo

Market Street Trust Company

Description
Market Street Trust is a client-owned, industry-leading shared family office dedicated to helping multigenerational families realize thei...
HQ Location
Portsmouth, New Hampshire, United States
Number of employees
11-50
Industry
Financial Services
Latest update
May 1, 2024

Frequent questions about Bri Ghosn, CPA, CFP®

What company is Bri Ghosn, CPA, CFP® working for?
Bri Ghosn, CPA, CFP® works for Market Street Trust Company.
What is Bri Ghosn, CPA, CFP®'s function at Market Street Trust Company?
Bri Ghosn, CPA, CFP® is Senior Relationship Manager at Market Street Trust Company.
Where is Bri Ghosn, CPA, CFP® based?
Bri Ghosn, CPA, CFP® is based out of Tulsa Metropolitan Area.
Who are Bri Ghosn, CPA, CFP®'s co-workers?
Bri Ghosn, CPA, CFP®'s colleagues are Kara Pass, Robert White, John Leffel, Karla Ortiz-Flores, Matthew Forney, Tamer Elshourbagy, Amy Sydlansky, Tara Mills, Elizabeth Zemak, Michael Eisner, Justin Buckwalter, Charles Walters, James Talalas, Ross Miller, Brendan Mitchell, Molly Mulligan, Lindsay Barrile, Rusdi Sumner, Laurel Eschbach.
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Bri's co-workers

Kara Pass avatar
Kara Pass
President & CEO
Robert White avatar
Robert White
Director of Investments
John Leffel avatar
John Leffel
Director of New Client Experience at Market Street Trust Company
Karla Ortiz-Flores avatar
Karla Ortiz-Flores
Director of Technology & Data
Matthew Forney avatar
Matthew Forney
Director of Client Family Services
Tamer Elshourbagy avatar
Tamer Elshourbagy
Managing Director of Investments & Strategy
Amy Sydlansky avatar
Amy Sydlansky
Chief Of Staff
Tara Mills avatar
Tara Mills
Client Care Manager
Elizabeth Zemak avatar
Elizabeth Zemak
Relationship Manager
Michael Eisner avatar
Michael Eisner
Chief Investment Officer
Justin Buckwalter avatar
Justin Buckwalter
Client Service Analyst
Charles Walters avatar
Charles Walters
Tax at Private Family Office
James Talalas avatar
James Talalas
Investment Analyst
Ross Miller avatar
Ross Miller
Portfolio Manager
Brendan Mitchell avatar
Brendan Mitchell
Chief Fiduciary Officer
Molly Mulligan avatar
Molly Mulligan
Brand Strategy Manager
Lindsay Barrile avatar
Lindsay Barrile
Tax Manager
Rusdi Sumner avatar
Rusdi Sumner
Chief Operating Officer
Laurel Eschbach avatar
Laurel Eschbach
Human Resources Manager
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