Bradley Briggs

Bradley Briggs Email and Phone Number

Vice President | Hybrid West at Zacks Investment Management @ Zacks Investment Management
Bradley Briggs's Location
Tampa, Florida, United States, United States
Bradley Briggs's Contact Details

Bradley Briggs personal email

n/a
About Bradley Briggs

As a Regional Vice President, I am responsible for driving the growth of the firm’s investment solutions across the western part of the US with a focus on relationship management and tailored financial strategies. I work closely with clients to understand their unique needs and goals, offering them a comprehensive suite of investment management services.

Bradley Briggs's Current Company Details
Zacks Investment Management

Zacks Investment Management

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Vice President | Hybrid West at Zacks Investment Management
Bradley Briggs Work Experience Details
  • Zacks Investment Management
    Vice President | Hybrid West
    Zacks Investment Management Jul 2022 - Present
    Chicago, Illinois, Us
    View
  • Zacks Investment Management
    Regional Consultant | Hybrid West
    Zacks Investment Management Jun 2022 - Jul 2022
    Chicago, Illinois, Us
    View
  • Merrill Lynch
    Financial Solutions Advisor
    Merrill Lynch 2021 - Feb 2022
    New York, Ny, Us
    Deepen banking and investment relationships with customers. Primary point of contact for customers. Provide end-to-end comprehensive advice and customized solutions to help customers achieve their financial goals. Customer reviews and meetings, include; review of investment goals and prepare presentation(s) that recommend products such as stocks, bonds, mutual funds, annuities, banking, and managed money solutions. Transact point of fulfillment investment and banking business for clients. Engage in daily relationship calling to customers inviting them into the Financial Center for a customer review. Build and maintain effective partnerships with internal business partners.
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  • Vanguard
    Investment Relationship Associate
    Vanguard 2021 - 2021
    Valley Forge, Pa, Us
    Counseled clients on financial decisions. Kept close watch on the stock market to predict trends and provide solid investment counseling. Concentrated on familiarization of clients’ financial history, expenses, and long-term financial goals, providing sound investment advice. Learned business operations and business technology.
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  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual 2020 - 2021
    Milwaukee, Wi, Us
    Provided solutions for clients from a broad portfolio of innovative product(s). Prospected for clients through networking and referrals developing and maintaining long-term relationships while providing financial solutions for clients through fact gathering and needs analyses. Executed cold calling to schedule future appointments on a daily basis.
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  • Fifth Third Bank
    Personal Banker Ii
    Fifth Third Bank 2019 - 2020
    Cincinnati, Ohio, Us
    Assisted clients on a monthly basis to achieve long and short-term financial goals.
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  • Ubs
    Operations
    Ubs 2018 - 2018
    Zurich, Ch
    Assisted over 500 clients and financial advisors with financial data analysis, account management, and allocation of funds into investment portfolios.
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  • Pc Nashville
    Account Executive
    Pc Nashville 2017 - 2018
    Nashville, Tn, Us
    Responsible for selling cellular service (B2B) while creating client relationships and managing client accounts. Left because business was moved to Dallas, TX.
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  • United States Marine Corps
    Iar Gunner
    United States Marine Corps 2015 - 2017
    Washington, Dc, Us
    Served as primary scout. Provided assault and close combat forces for the MAGTAF. Received Medical Discharge.
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  • Fluent Home
    Sales Manager
    Fluent Home 2010 - 2015
    Edmonton, Ab, Ca
    Sold door-to-door residential home automation and medical devices while managing multiple accounts as well as managing team of 6 sales reps.
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Bradley Briggs Skills

Leadership Financial Advisory Team Building Banking Fixed Annuities Business Relationship Management Retirement Income Strategies Insurance Equity Capital Markets Stock Market Retirement Planning Sales Financial Planning Bloomberg For Education Finacial Management Client Focused Data Analysis Capital Markets Investments Communication Data Analytics Mortgage Lending Finance Nmls Licensed Insurance Brokerage Customer Relationship Management Financial Services Consumer Services Sales Management Equities Equity Research Microsoft Office Finra Microsoft Excel Financial Goals Personal Loans Credit Time Management Customer Service Financial Analysis Military Market Analysis Management Stock Market Analysis Coaching Problem Solving Key Performance Indicators Loans Financial Markets

Bradley Briggs Education Details

  • Florida Gulf Coast University
    Florida Gulf Coast University
    General

Frequently Asked Questions about Bradley Briggs

What company does Bradley Briggs work for?

Bradley Briggs works for Zacks Investment Management

What is Bradley Briggs's role at the current company?

Bradley Briggs's current role is Vice President | Hybrid West at Zacks Investment Management.

What is Bradley Briggs's email address?

Bradley Briggs's email address is bradley.briggs@ml.com

What schools did Bradley Briggs attend?

Bradley Briggs attended Florida Gulf Coast University.

What skills is Bradley Briggs known for?

Bradley Briggs has skills like Leadership, Financial Advisory, Team Building, Banking, Fixed Annuities, Business Relationship Management, Retirement Income Strategies, Insurance, Equity Capital Markets, Stock Market, Retirement Planning, Sales.

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