Brad Calhoun Email and Phone Number
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Brad Calhoun personal email
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BUSINESS DEVELOPMENT PROFESSIONALTop-performer with extensive experience wholesaling, building and managing relationship, and leading successful sales teams in large territories. Highly successful launching products in untapped markets, turning around underperforming regions, and startup ventures. Uncovers new opportunities, builds lasting relationships, and utilizes consultative selling techniques. Polished speaker who excels in delivery. Areas of Expertise:New Business Development Regional Sales ManagementLeadership & Mentoring Account ExpansionChannel Development Problem SolvingCompetitive Analysis Market PenetrationPresentations Proposal DevelopmentFinancial and Investment Consulting Relationship Management
Brookdale
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- 12524
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Senior Financial AnalystBrookdale Aug 2022 - PresentBrentwood, Tennessee, United States -
Regional DirectorAimcor Eig Apr 2020 - Jul 2022AimcoR Enterprise Insurance Group (AimcoR EIG) is the marketing division of AimcoR Group, LLC that focuses on marketing and collaborating with institutional and B2B relationships across the country. Comprised of 23 regional offices located across the country, AimcoR EIG operates as a single entity, and is comprised of over 80 point-of sale wholesalers and almost 300 employees, spanning across all 48 of the continental United States.AimcoR EIG is focused on engaging with institutional partners to drive protection based Life, Long-Term Care, Disability Income and Annuity insurance solutions that enhance advisor's capabilities to offer holistic financial planning services to their clients.We take a Creative, Consistent and Compliant approach to the institutional space and are dedicated to delivering platforms that simplify the advisor experience, streamline the application and underwriting process and increase revenue from insurance products.By creating a unified process and technology platforms, we are committed to being a driving force of innovation in the B2B market. -
PresidentCalhoun Properies, Llc Jun 2013 - Jul 2022Franklin, Tennessee, United StatesBuilt and managed a successful real estate investing company with over $6 million in rental properties. Purchased, refurbished, and sold properties for profit.• Researched and evaluated real estate house deals, analyzing cost and profit data.• Manage investment portfolios, research foreclosure, short sale, REO, and traditional realestate transactions.• Acquire and manage rental properties.• Negotiate complex real estate transactions.• Project manage property valuation, accurate expense projections, and short hold timemanagement.• Manage contractors, and entire home renovation.• Analyze cost to maximize returns by improving the flip property.
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Institutional Retirement StrategistSuntrust Bank 2013 - Feb 2020Greater Nashville Area, TnManaged consultative selling and relationship management of institutional retirement plans from startups to $300 million throughout Southern and mid-West states. Provided fiduciary investment management 3(38) and investment advisor 3(21) services.∙ Built and maintained a robust network of internal referral partners helping to deepen banking client relationships.∙ Selected to represent sales team on Teammate Advisory Group as liaison to executive management.∙ Collaborated with Corporate Marketing delivering compelling proposals and customized RFP responses.∙ Consistently exceeding sales goals by as much as 200% each year.∙ Four-time winner of SunTrust Performance Excellence Award at Platinum and Gold levels. -
Managing DirectorShoemaker Financial 2011 - 2012Greater Nashville Area, TnManaged a team of Financial Planners, Registered Representatives, Investment Advisor Representatives and office support staff. Provided expertise and strategic leadership to Financial Advisors.∙ Designed recruitment strategies to strengthen the strategic, operational, and business plans.∙ Selected for membership in Leaders Building Leaders and Agency Management Resource Group. -
Vice President / National Sales DirectorMy Retirement Account Services, Llc 2010 - 2011Developed, built, and implemented Sales, Marketing, and Relationship Management strategies for promoting self-directed retirement plans from the ground up; including a national sales team of seven for wholesale and retail models.∙ Created Sales and Marketing campaigns that rapidly established national presence in the alternative asset investment market through educational webinars, association seminars, and speaking engagements at industry trade shows. -
Investment Advisor / Relationship ManagerIng 2008 - 2010Served as Investment Advisor and Relationship Manager for Metro Nashville MetroMax 457 Plan with assets of $160 million and 6,300 participants. Managed client retention and profitability efforts. ∙ Generated 150% of sales goal.∙ Ranked in top 50 advisors in the country. -
Regional 401(K) Sales DirectorLincoln Financial Distributors 2007 - 2008Served as wholesaler of group retirement plans ranging from startups to $15 million, to intermediaries including FA, RIA, broker, and bank channels throughout the Southeast.∙ Developed strategic relationships with TPAs and key producers.∙ Conducted Continuing Education seminars.∙ Provided updates on industry trends and sales ideas to stay ahead of the competition. -
Retirement WholesalerOppenheimerfunds 2005 - 2007Wholesaled mutual funds and group retirement plans to intermediaries including financial advisors, brokers, and RIAs in the Pacific Northwest ranging from startups to $30 million. ∙ Exceeded $180 million sales goal by $30 million as a result of developing key producers through a consultative approach and e-wholesaling -
Senior Retirement Plan ConsultantMutual Of America 2004 - 2006Sold, managed, and administered retirement plans ranging from startups to $150 million for clients in Colorado, Nebraska, Kansas, Wyoming, and Utah. Educated clients on product features, negotiated contracts, and navigated obstacles to close sales.∙ Conducted meetings with client decision-makers identifying opportunities to enhance relationship and expand business.∙ Achieved 250% of sales goal in first year -
Regional DirectorUnited American Insurance 1998 - 2005• Hired, trained, and managed 8 unit managers, with 96 agents marketing life insurance, individual annuities, LTC insurance, health insurance, Medicare supplements, and retirement plans to individuals and small businesses in the Midwest and Pacific Northwest.• Increased branch’s annual production 615% within 8 months and top 5% in recruiting in the company.
Brad Calhoun Skills
Brad Calhoun Education Details
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Finance -
Justice Studies
Frequently Asked Questions about Brad Calhoun
What company does Brad Calhoun work for?
Brad Calhoun works for Brookdale
What is Brad Calhoun's role at the current company?
Brad Calhoun's current role is Business Development Professional | MBA, Financial Planning, Retirement Expert.
What is Brad Calhoun's email address?
Brad Calhoun's email address is wb****@****ail.com
What schools did Brad Calhoun attend?
Brad Calhoun attended Regis University, Georgia Southern University, Gordon State College (Official).
What skills is Brad Calhoun known for?
Brad Calhoun has skills like Series 6, Series 7, Series 63, Series 65, Insurance Planning, Financial Planning, Financial Management, Financial Advisory, Disability Insurance, Insurance Management, Sales Management, Retirement Planning.
Who are Brad Calhoun's colleagues?
Brad Calhoun's colleagues are Stacey Mason, Alexis Jama, Rossalyn Fisher, Ashanta Williams, Daniel Quillinan, Hannah Van Dorn, Adele Burnett.
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