Andrew Brick Email & Phone Number

Berwyn, Pennsylvania, United States

Berwyn, PA

Envestnet Analytics provides an end to end data analysis platform for both advisory firms as well as money managers on Envestnet's Platform. Using this technology - our clients are able to scale their business and increase their efficiency. As an Enterprise Consultant, my key roles include building relationships with the home office of present and future.

As a Business Development Associate of the Institutional Banking group for The Bancorp, I help independent wealth advisors grow and retain assets by complementing their advisory services with our securities backed lending solution. This enables financial advisors to be more holistic in their advice process by deepening client relationships, capturing more.

Radnor, PA

• Responsibilities and Achievements include:
• Develop, maintain and grow profitable relationships with key centers of influence.
• Selected for new Brokerage Channel territory with goal of over $75MM in January 2017
• Proactively pursued and supported the development of new initiatives to drive sales
• Planned and executed marketing campaigns to advance our product’s 60% market share
• Used Salesforce as pipeline management including the creation of dashboards and reports

I am a project manager with MarketCounsel and serve as the lead point of contact for clients engaged in the firm’s multi-disciplinary projects and other advanced consulting projects I am responsible for coordinating timely delivery of all project components, establishing strong communication, capturing the client's vision and values, and ensuring an.

I am an internal account executive with the SEI Advisor Network and am responsible for business development, marketing and business planning, and relationship management with registered investment advisors in the Midwest Region, including Illinois, Missouri, Iowa, and Kansas. This role is vital to the growth of our territory and I play a pivotal role in.

SEI Investments (www.seic.com) is a leading provider of accounting and administrative services to the alternative investment fund industry. The Direct Traded Strategy Accounting Analyst in the Alternative Investment department is responsible for the successful and accurate completion of the accounting, administrative and investor servicing requirements for.

> Sold mortgages, auto financing, cash loans, and lines of credit both in person and over the phone.> Dealt with customers on a daily basis during one on one in-office sales appointments.> Managed product specialist program for Auto Equity Program.> Created sales plans to help customers realize both their short term and long term financial goals.> Executed.