Brian Sullivan Email & Phone Number

Cincinnati, Oh, Us

Cincinnati, Ohio, United States

Cincinnati, Ohio

Acts within established investment policy guidelines to execute investment programs designed to achieve the objectives of client accounts. Primary functions include investment management, client service and support of new business efforts. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying… Show more Acts within established investment policy guidelines to execute investment programs designed to achieve the objectives of client accounts. Primary functions include investment management, client service and support of new business efforts. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Show less

Cincinnati, Oh

Provided direction, strategy and leadership to increase market share for specialty line products. Assisted in developing annual sales plans and budgets; monitored productivity and progress toward achieving results. Offered creative financial solutions to leadership providing health plan options to meet client demands. Established effective internal partnerships; drove our team to achieve sales and persistency goals. Developed strong broker/consultant relationships to facilitate sales growth.

Set-up and coordinated sales promotions; led and coordinated Brand Activation Managers and promotion team. Handled sales and distribution of the Anheuser-Busch High End brands. Communicated all competitive and marketing opportunities through weekly reports. Tracked sales and promotions in On-Premise accounts. Improved performance of promotion team through effective hiring, coaching, and training.

Supported Account Executives in handling/processing request for proposals from broker partners. Built and sustained positive relationships with broker partners through effective follow up communication. Educated brokers/consultants regarding new products and services. Maintained and updated sales reporting including sales pipeline, universe and tracker reports. Designed custom financial reports for Executive Leadership that permitted management/team to better track sales results, team… Show more Supported Account Executives in handling/processing request for proposals from broker partners. Built and sustained positive relationships with broker partners through effective follow up communication. Educated brokers/consultants regarding new products and services. Maintained and updated sales reporting including sales pipeline, universe and tracker reports. Designed custom financial reports for Executive Leadership that permitted management/team to better track sales results, team effectiveness and market share by key brokers and relationships. Show less

Certificate In Financial Planning

Bachelor Of Business Administration, Finance

Activities and Societies: Pi Kappa Alpha Member - Recipient of Albert W. Goering Memorial Scholarship - Attended Audencia Ecole de.