Brad Bolnick, Crpc®
AeroLeads people directory · profile

Brad Bolnick, Crpc® Email & Phone Number

Location: Austin, Texas, United States 13 work roles 1 school
1 work email found @gcbprivatewealth.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@gcbprivatewealth.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Sr. Director LegalShield
Location
Austin, Texas, United States

Who is Brad Bolnick, Crpc®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Brad Bolnick, Crpc® is listed as Sr. Director LegalShield at LegalShield, Ind. Associate - Group Benefits Specialist - Small Bus. Specialist, based in Austin, Texas, United States. AeroLeads shows a work email signal at gcbprivatewealth.com and a matched LinkedIn profile for Brad Bolnick, Crpc®.

Brad Bolnick, Crpc® previously worked as Managing Partner, Wealth Advisor at Gcb Private Wealth and Sr. Director LegalShield at Legalshield, Ind. Associate - Group Benefits Specialist - Small Bus. Specialist - Broker Certified. Brad Bolnick, Crpc® holds Ba, Economics from University Of Pennsylvania.

Company email context

Email format at LegalShield, Ind. Associate - Group Benefits Specialist - Small Bus. Specialist

This section adds company-level context without repeating Brad Bolnick, Crpc®'s masked contact details.

*@gcbprivatewealth.com
68% confidence

AeroLeads found 1 current-domain work email signal for Brad Bolnick, Crpc®. Compare company email patterns before reaching out.

Profile bio

About Brad Bolnick, Crpc®

I am the managing partner and founder of GCB Private Wealth, a fee-only financial planning firm dedicated to helping entrepreneurs, executives and entertainers organize, protect and plan their financial lives. GCB Private Wealth is a Registered Investment Advisor registered in Texas, New Jersey and New York, and I serve clients nationally. For a full disclosure of the states in which I am registered to do business, please refer to www.gcbprivatewealth.com.Brad's clients receive sophisticated wealth planning, full portfolio management and personalized concierge-level services. This results in his clients portfolio and financial plans being in concert with the rest of their lives, empowering them to be more confident that they're doing the right thing with their money and their opportunities.Prior to founding GCB Private Wealth, Brad was a financial advisor with Merrill Lynch and Wells Fargo Advisors. Additionally he he has held senior executive roles in both publicly traded companies as well as private ventures. Brad holds a bachelor degree in Economics from The University of Pennsylvania. Brad and his wife reside in Austin, TX and have three amazing children. Brad has been named a multi year Five Star Top Wealth Advisor, an award given to less than 2% of all Wealth Advisors in NJ. [Due to regulatory requirements for Registered Investment Advisors, I have disabled Recommendations.]

Listed skills include Wealth Management, Income Protection, Estate Planning, Retirement Planning, and 44 others.

Current workplace

Brad Bolnick, Crpc®'s current company

Company context helps verify the profile and gives searchers a useful next step.

LegalShield, Ind. Associate - Group Benefits Specialist - Small Bus. Specialist
Legalshield, Ind. Associate - Group Benefits Specialist - Small Bus. Specialist
Sr. Director LegalShield
Austin, TX, US
AeroLeads page
13 roles · 31 years

Brad Bolnick, Crpc® work experience

A career timeline built from the work history available for this profile.

Sr. Director Legalshield

Legalshield, Ind. Associate - Group Benefits Specialist - Small Bus. Specialist

Austin, TX, US

Managing Partner, Wealth Advisor

Current

Austin, Texas, United States

We founded GCB Private Wealth because as entertainers (actors), entrepreneurs and former fortune 500 executives we felt underserved and misunderstood by the financial advising community. Our uniques needs, our unusual work schedules and our inconsistent earnings did not fit into the predefined models that existed. We know we are different and we want a.

2013 - Present ~13 yrs 5 mos

Sr. Director Legalshield

Current
Legalshield, Ind. Associate - Group Benefits Specialist - Small Bus. Specialist - Broker Certified

Everyone deserves legal protection, and now with LegalShield and the app, we put a law firm in the palm of your hands. In a nutshell, LegalShield is to legal fees what health insurance is to doctor and hospital fees. We also offer Identity Theft Shield which is the only product in North America that provides complete identity RESTORATION for all six areas.

2014 - Present ~12 yrs 5 mos

Vice President Of Sales

Saxotech
  • An international provider of Online Advertising and Content Management Solutions.
  • Responsible for all aspects of North American Sales. Reporting directly to the CEO.
  • Managed a team of 15 personnel (10 Sales, 5 presales) including 4 functional Director’s.
  • Grew Sales 35% year over year, in a market segment declining 40%+ per year.
Mar 2006 - Dec 2007

Vice President Of Sales

  • Leading provider of Enterprise Compliance Management solutions for Financial Services and Life Sciences markets.
  • Responsible for Direct Sales, Pre-Sales, Inside Sales, and Channel Sales (8 Sales, 4 presales).
  • Achieved yearly revenues of $13.8 million against an annual target of $10 million, while maintaining profitability.
Mar 2004 - Mar 2006

Director Of Life Sciences

  • Managed a team of ten (10) including six (6) quota-carrying global and senior account executives.
  • Lead team to 90 percent contribution of total sector revenue for the Q2-2003.
  • Total 2003 revenue responsibility $21 Million, achieved over $30 Million.
  • After 1 year, Ranked # 3 (out of 28) Director in North America in software revenues after taking over the poorest performing business unit.
  • Ranked #1 among all North American peers in software and services revenues.
  • All account executives managed ranked in top 10 (out of 30) for the region (East) including #1 and #3.
Mar 2002 - Mar 2004

Director

See JD Edwards

2002 - 2004 ~2 yrs

Sales- Retail

Sap
  • Built the new retail vertical within the East Coast territory targeting retail companies with revenues in excess of $500M.
  • Increased the sales pipeline by 200% while growing regional revenue by over 20% in 6 months against a target of $11 million.
Jan 2001 - Feb 2002

Director Strategic Accounts

  • Designed a sales strategy involving verticalization, solution selling and targeted account management.
  • Achieved top team status in new account revenue and pipeline improvement.
  • Increased partner sales in the Mid-Atlantic region from zero to over 25% of sales.COMPANY SOLD
Jan 2000 - Jan 2001

North American Sales Director – Cpg & Medical Verticals

  • Recruited, hired, trained, and managed a national sales force comprised of 14 senior sales reps and 7 pre-sales consultants dedicated to closing new business throughout North American.
  • Achieved best closing ratio (93%) of any sales team in the company.
  • Built a $40M business unit within 2 years by understanding the strengths and weaknesses of my team.
  • Increased new business revenue within the CPG / medical business unit by over $10M in one year.
  • Achieved record growth with over 200% increase of sales from the year prior to my arrival.
  • Lowered DSO from 120 days to less than 45 days.
1998 - 2000 ~2 yrs

Senior Account Manager

  • Responsible for selling enterprise-wide solutions, software and professional services to the retail industry. Territory consisted of the United States.
  • Consistently delivered more than 200% above quota
  • Highest one-year sales volume in history of company
  • Ranked either number one or number two salesperson in the company each year.
1995 - 1998 ~3 yrs
1 education record

Brad Bolnick, Crpc® education

FAQ

Frequently asked questions about Brad Bolnick, Crpc®

Quick answers generated from the profile data available on this page.

What company does Brad Bolnick, Crpc® work for?

Brad Bolnick, Crpc® works for LegalShield, Ind. Associate - Group Benefits Specialist - Small Bus. Specialist.

What is Brad Bolnick, Crpc®'s role at LegalShield, Ind. Associate - Group Benefits Specialist - Small Bus. Specialist?

Brad Bolnick, Crpc® is listed as Sr. Director LegalShield at LegalShield, Ind. Associate - Group Benefits Specialist - Small Bus. Specialist.

What is Brad Bolnick, Crpc®'s email address?

AeroLeads has found 1 work email signal at @gcbprivatewealth.com for Brad Bolnick, Crpc® at LegalShield, Ind. Associate - Group Benefits Specialist - Small Bus. Specialist.

Where is Brad Bolnick, Crpc® based?

Brad Bolnick, Crpc® is based in Austin, Texas, United States while working with LegalShield, Ind. Associate - Group Benefits Specialist - Small Bus. Specialist.

What companies has Brad Bolnick, Crpc® worked for?

Brad Bolnick, Crpc® has worked for Legalshield, Ind. Associate - Group Benefits Specialist - Small Bus. Specialist, Gcb Private Wealth, Legalshield, Ind. Associate - Group Benefits Specialist - Small Bus. Specialist - Broker Certified, Merrill Lynch, and Wells Fargo Advisors, Llc.

How can I contact Brad Bolnick, Crpc®?

You can use AeroLeads to view verified contact signals for Brad Bolnick, Crpc® at LegalShield, Ind. Associate - Group Benefits Specialist - Small Bus. Specialist, including work email, phone, and LinkedIn data when available.

What schools did Brad Bolnick, Crpc® attend?

Brad Bolnick, Crpc® holds Ba, Economics from University Of Pennsylvania.

What skills is Brad Bolnick, Crpc® known for?

Brad Bolnick, Crpc® is listed with skills including Wealth Management, Income Protection, Estate Planning, Retirement Planning, Entrepreneurship, Finance, Leadership, and Account Management.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.