Brad Bolnick, Crpc® Email and Phone Number
Brad Bolnick, Crpc® work email
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Brad Bolnick, Crpc® personal email
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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.]
Legalshield, Ind. Associate - Group Benefits Specialist - Small Bus. Specialist
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Sr. Director LegalshieldLegalshield, Ind. Associate - Group Benefits Specialist - Small Bus. SpecialistAustin, Tx, Us
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Managing Partner, Wealth AdvisorGcb Private Wealth 2013 - PresentAustin, Texas, United StatesWe 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 firm that embraces and rejoices our uniqueness.At GCB Private Wealth our focus is on empowering you. Our approach to wealth management and financial planning is consultative, holistic and committed to excellence. We believe that by knowing all aspects of our clients financial objectives we can more efficiently map out their financial future. GCB Private Wealth is a fee-only financial planning firm, a Registered Investment Advisor in the states of NY and NJ. GCB serves clients nationally. For a full disclosure of the states in which I am registered to do business, please refer to www.gcbprivatewealth.com.Third party posts found on this profile do not reflect the view of GCB Private Wealth and have not been reviewed by GCB Private Wealth as to accuracy or completeness.
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Sr. Director LegalshieldLegalshield, Ind. Associate - Group Benefits Specialist - Small Bus. Specialist - Broker Certified 2014 - PresentEveryone 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 of identity theft! As a group benefits specialist, I work with companies to ensure that their employees are protected on matters from the trivial to the traumatic.www.b2rad.com
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Financial AdvisorMerrill Lynch May 2010 - Apr 2013 -
Financial AdvisorWells Fargo Advisors, Llc 2008 - May 2010 -
Vice President Of SalesSaxotech Mar 2006 - Dec 2007An 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.
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Vice President Of SalesQumas Mar 2004 - Mar 2006Leading 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. -
Director Of Life SciencesJd Edwards / Peoplesoft Mar 2002 - Mar 2004Managed 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. • Creation and deployment of both the go-to-market strategy and product pitch for the Life Science Industry. • Designed and spearheaded the development of a Life Science Consortium.COMPANY SOLD -
DirectorPeoplesoft 2002 - 2004See JD Edwards -
Sales- RetailSap Jan 2001 - Feb 2002Built 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. -
Director Strategic AccountsDelano Jan 2000 - Jan 2001• 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 -
North American Sales Director – Cpg & Medical VerticalsQad Software 1998 - 2000Recruited, 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. -
Senior Account ManagerJda Software 1995 - 1998Responsible 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.
Brad Bolnick, Crpc® Skills
Brad Bolnick, Crpc® Education Details
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Economics
Frequently Asked Questions about Brad Bolnick, Crpc®
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 the current company?
Brad Bolnick, Crpc®'s current role is Sr. Director LegalShield.
What is Brad Bolnick, Crpc®'s email address?
Brad Bolnick, Crpc®'s email address is br****@****lth.com
What schools did Brad Bolnick, Crpc® attend?
Brad Bolnick, Crpc® attended University Of Pennsylvania.
What are some of Brad Bolnick, Crpc®'s interests?
Brad Bolnick, Crpc® has interest in Children, Economic Empowerment, Environment, Arts And Culture, Health.
What skills is Brad Bolnick, Crpc® known for?
Brad Bolnick, Crpc® has skills like Wealth Management, Income Protection, Estate Planning, Retirement Planning, Entrepreneurship, Finance, Leadership, Account Management, Portfolio Management, Asset Allocation, Strategic Financial Planning, Multi Generational Wealth Transfer.
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