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@topindexedannuities.com
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1 phone found area 403
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LinkedIn matched
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Bradley Shaw is listed as Divisional Vice President at INSTITUTIONAL ASSET DISTRIBUTORS, LLC at INSTITUTIONAL ASSET DISTRIBUTORS, LLC, a with 10 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at topindexedannuities.com, phone signal with area code 403, and a matched LinkedIn profile for Bradley Shaw.
Bradley Shaw previously worked as Divisional Vice President at Institutional Asset Distributors, Llc and Estate Planning at Travers And Associates. Bradley Shaw holds Bs, Business Administration / Minor - Finance & Economics from Roger Williams University.
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Experienced financial services executive - From fostering long-term client relationships to collaborating with product managers on the development of competitive new products, I offer a scope of expertise that ensures sales success. I have repeatedly leveraged my insight to devise sales and marketing strategies to launch and grow new products while delivering sustained growth in existing categories.
Listed skills include Equities, Mutual Funds, Portfolio Management, Hedge Funds, and 23 others.
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Greater New York City Area
TIA is an innovative distributor associated with one of the largest firms providing fixed indexed annuities. Representing more than forty highly rated insurance companies, TIA and its affiliates distributed over $800 million of insurance products in 2017. When an advisor uses our platform we provide ground breaking, game changing technology that not only set advisors apart but simplify and save their practice thousands per year.
Greater New York City Area
Weehawken, Nj
Investment Advisory SalesPartnered with Financial Advisors to design wealth planning strategies and drive portfolio sales as a Subject Matter Expert (SME) in fee-based products and portfolio construction and allocation.
New York
Analyzed the investment plans of prospective clients to develop formal client proposals for discretionary investment portfolio construction (UMA). Established and executed portfolios in line with each client’s preferences.
Acted as principal liaison between Senior Equity Analysts and Financial Advisor Sales Force. Communicated the firm's equity recommendations, investment policy, as well as economic projections. Highlighted the daily research sales call for the entire retail sales force (written and radio FCN).
Denver, Co
Performed sales and marketing of financial products. Assessed client financial goals, risk tolerance, and time horizon. Researched company financials, markets, and economic trends.
Denver, Co
Reconciled and evaluated the financial status of banking institutions. Consistently ensured accuracy in accounting procedures.
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Bradley Shaw works for INSTITUTIONAL ASSET DISTRIBUTORS, LLC.
Bradley Shaw is listed as Divisional Vice President at INSTITUTIONAL ASSET DISTRIBUTORS, LLC at INSTITUTIONAL ASSET DISTRIBUTORS, LLC.
AeroLeads has found 1 work email signal at @topindexedannuities.com for Bradley Shaw at INSTITUTIONAL ASSET DISTRIBUTORS, LLC.
AeroLeads has found 1 phone signal(s) with area code 403 for Bradley Shaw at INSTITUTIONAL ASSET DISTRIBUTORS, LLC.
Bradley Shaw is based in New York City Metropolitan Area, United States while working with INSTITUTIONAL ASSET DISTRIBUTORS, LLC.
Bradley Shaw has worked for Institutional Asset Distributors, Llc, Travers And Associates, Ubs Wealth Management, Witter Partners, and Morgan Stanley Smith Barney.
You can use AeroLeads to view verified contact signals for Bradley Shaw at INSTITUTIONAL ASSET DISTRIBUTORS, LLC, including work email, phone, and LinkedIn data when available.
Bradley Shaw holds Bs, Business Administration / Minor - Finance & Economics from Roger Williams University.
Bradley Shaw is listed with skills including Equities, Mutual Funds, Portfolio Management, Hedge Funds, Finance, Investment Advisory, Asset Management, and Financial Services.
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