Brad Pond, Crpc®️ Email & Phone Number

• Manage client relationships in Maryland, Virginia, West Virginia, and Washington D.C., providing value and dividend-focused equity solutions.• Implement strategies to help clients navigate volatile markets and achieve consistent returns.• Collaborate with internal teams to optimize processes and deliver results that exceed client expectations.

Richmond, Virginia, United States

• Spearheaded growth, strategy, and business development for Variable Annuity and RILA sales in Wirehouse, Bank, and Independent channels for the Southern Virginia Region. • Drove a +200% increase in sales with a 50% product mix through tireless territory expansion, sales operations leadership, and strategic planning at the executive level. • Set company on course to surpass 25% year-over-year growth in 2024. • Achieved 14% market share by 2024 within this dynamic and competitive industry. • Netted a +300% increase in producer count between June 2022 and September 2024. • Awarded the 2023 “Spartan Award,” the only recipient companywide, in recognition of perseverance and going above and beyond for sales performance

Richmond, Virginia

• Optimized management of $1B+ in AUM held within Acorn Financial Advisory Services. • Owned personal book of businesses as a Fiduciary, aiding families and businesses in achieving their financial goals while advising on insurance, annuities, and other financial products. • Expanded business for Acorn by building and strengthening client relationships. • Tapped into new revenue and business streams by continuously connecting Acorn Financial Services with new strategic partnerships and Financial Advisors. • Educated clients on estate planning, social security, and income planning via workshops. • Supported business owners and employees on the topics of financial wellness.

Richmond, Virginia

• Supported firm in significant scaling to $1B+ AUM from only $400M. • Streamlined transition and onboarding of new Financial Advisors to the firm. • Advanced the company’s growth objectives by bringing people and capital together, emphasizing a superb, high-quality client experience in the financial services space.

• Oversaw Variable Annuities Sales in Wirehouse, Bank, and Independent Channels, leading in-house Financial Advisors (2015-2017) and Independent Agents (2008-2015). • Scaled territory revenue from $13M to $640M+ in 8 years since joining the company in 2008. • Ranked as Top of Pyramid Sales Leader and selected as main stage presenter, providing valuable insight and financial services knowledge sharing to peers. • Ranked in the Top 20 of wholesalers throughout tenure while overseeing and inspiring a top-performing cohort of 60-120 wholesalers at any given time. • Boosted new producers from 10 in 2008 to the highest of 194 in 1 calendar year (2013). • Raised $125M+ in new assets per calendar year multiple years in a row. • Secured 10% to 16% of the competitive Virginia market share each year since 2013.

Ba, Finance

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