Brad Best Email & Phone Number

California, United States

San Diego

Responsible for leading the Cetera Financial Group wealth management educational platform and creating a dynamic program that helps CFG advisors grow their business. In charge of the development and implementation of the Wealth Management University, Wealth Management Summit and WM regional workshops. This includes coordination of designation programs that.

San Francisco Bay Area

• Responsible for managing mutual fund company relationships, selling agreements, on-boarding new funds and driving the growth of E*TRADE’s mutual fund platform, managed product solutions and client channels. Specific.
• Managing more than 400 fund family relationships and 7,000 CUSIPs
• Head of $18 billion mutual fund business for online and advisor-driven channels
• Negotiating fees, terms and conditions of selling agreements with fund families
• Working closely with third-party fund distributors (ALPS, Northern Lights, Unified, Quasar)
• Oversight of communications to financial consultants, wholesalers and operations

Responsible for driving the sales and profitability of the advisory business line through the product management and marketing of NFP's advisory offerings. Product management functions involve serving as the primary liaison for sponsors and internal teams, including operations, compliance, technology, finance and legal for all platform-related initiatives.

San Diego, CA

• Responsible for the creation and project management of all advisory and brokerage sales events, marketing and conference materials to support five fee-based investment platforms, mutual funds, ETFs and alternative.
• Key liaison with Sponsor Relations, Research, Conference Services and Compliance
• Developed three trimester sales campaigns each year with asset management partners
• Coordinated program with top business schools (Wharton, Chicago-Booth) to host annual advisory leaders forum
• Raised more than $700,000 from mutual fund, annuity and ETF sponsors to fully fund a high-net-worth symposium, research due diligence meetings and 50 regional workshops annually
• Oversaw implementation of 800 training sessions attended by 30,000 advisors in 2011.