Alexander Brun Email & Phone Number

Responsible for establishing key partnerships, all administrative procedures, legal compliance and business development for resident and non-resident aliens who wish to invest in the US securities, real estate and educational markets as well as advising clients who wish to penetrate the Chinese market.

Seattle, WA

Wealth management professional helping my clients protect and grow their assets in order to achieve their financial goals.

Seattle, Washington

I enable our preferred clients to achieve their financial goals by providing asset management solutions through Merrill Edge and banking solutions through Bank of America.

Carmel, California

• Licensed as a Life and Health Insurance Agent, a securities Registered Representative and Financial Advisor and a Certified Investment Management Analyst® with success in
• Managing and growing a book of 400 clients and $400 million of assets under management.
• Bringing in $20 million in net new assets and providing $15 million in net new advisory solutions to new and existing clients in 9 months.

• Licensed as a Life and Health Insurance Agent, a securities Registered Representative and Financial Advisor and a Certified Investment Management Analyst® with responsibilities to
• Drive revenue growth of Financial Advisors through the Wells Fargo’s Investment and Fiduciary Services platform in the bank-brokerage channel in the California and Mountain Northwest regions, with a cross-sell success.
• Develop, implement and track the effectiveness of processes to on-board newly hired Financial Advisors and to coach Financial Advisors on leveraging the book segmentation tools available in the bank-brokerage channel.
• Conduct recruitment and coaching of trust officers to spot opportunities to win business and to develop long-term relationships with Financial Advisors.
• Promote localized delivery of trust services through additional channels of Wells Fargo Advisors.
• Track and document sales successes.

Placed securities trades and provided general customer service for full-service and self-directed brokerage clients.

• Was responsible for all aspects of client acquisition, service and retention and employed financial planning strategies for my clientele.
• Increased my client base by creating and delivering marketing and sales presentations.
• Wrote life and disability insurance policies, tailored to the clients’ individual situations.
• Created and implemented financial strategies, involving securities, CDs and variable insurance products.

Ba, East Asian Studies, Chinese Language And Literature, 3.6 Cum Laude

Cima, Investment Management

Certificate, International Business

Certificate, Chinese Language And Literature

Activities and Societies: This program was a Junior year abroad that consisted soley of intensive Mandarin Chinese language and literature.

Investment Banking, Corporate Venture Captital (M&A, Lbo), Financial Valuation And Modeling

• Performed company valuations utilizing (i) comparable public company analysis, (ii) precedent transactions analysis and (iii) discounted.