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 clients, training and providing demos to show the value of the data, managing the sales pipeline, and being the main point of contact for any of our client's needs. Our platform allows Enterprises to analyze firm assets, flows, fees, and advisor performance. Our clients get key benchmark capabilities to compare their advisors against all of the firms in the vast Envestnet ecosystem.

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 wallet share, and gathering more assets. Additionally, I provide customized solutions for clients' liquidity and daily banking needsThe Bancorp creates customized banks for hundreds of affinity partners, setting a new standard in financial services innovation.Today, The Bancorp remains one of the few financial service companies in the world dedicated to providing private-label banking and technology solutions for non-bank companies ranging from entrepreneurial start-ups to those on the Fortune 500I am responsible for strategic development for our Advisory Channel for our Checking and Securities Backed Line of Credit (SBLOC) programs. For additional information, please contact me at abrick@thebancorp.com FINRA Licenses Currently Held:Series 6Series 63Series 65PA Life & Health

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 • Aligned with external sales partners to develop strategic business plans across all channels • Identified specific client needs and presented optimal design options available • Maintained expertise with the MoneyGuard product and financial services industry • Member of the Board of Directors for MGA/LFN internal team • Obtained Series 6, Series 63 and PA Life & Health licenses within first 30 days

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 overall outstanding service experience. MarketCounsel is the leading business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial investment advisors. We deliver comprehensive and sound, yet business-savvy, regulatory compliance solutions.

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 providing sales support and consultative services to the advisors that I work with. SEI offers a full business solution to registered investment advisors working with fee based accounts. The three main areas of concentration within SEI's Advisor Network are investment services, an in-house technology platform, and practice management for business growth.

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 various alternative products and structures for assigned funds. Responsibilities include:> Process funds’ daily trade activity and communicate with the funds’ investment manager on a daily basis.> Ensure that fund assets are priced appropriately.> Reconcile fund positions (cash, securities and contractual positions) on a daily basis.> Manage and resolve exceptions in the daily trade booking process.> Maintain daily accounting records and complete daily roll forward schedules.> Calculate net assets on a class and series basis as appropriate.> Ensure Fund Managers are aware of open reconciliation items and enlist their assistance in resolving on a timely basis.> Meet client month-end valuation and reporting deliverables.

> 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 cross selling of different products to previous Wells Fargo customers.