Client Service Manager
Brendan joined Investment Trust Company in 2020 as Client Service Manager where he onboards new clients, acts as liaison between clients and ITC relationship managersand is the main contact for transactional services for new and existing clients. Brendan was a firefighter for six years before changing careers to work in wealth management. Prior to joining ITC, he worked for a local community bank in Denver in the wealth management division. He also serves as a Board of Director for a local non-profit, which provides support to individuals and restaurants facing financial challenges.
What do you enjoy most about your role?
“What I enjoy most about my role is the ability to meet and get to know all of our clients. It’s nice to show clients the tools we have available to give us an overall outlook into their financials, which in turn provides that peace of mind that we are taking care of them.”
Where can we find you outside the office?
“Outside of the office, you can find me camping, climbing mountains, hiking, cycling and supporting local restaurants.”