Client Relationship Consultant
CurrentAssociate of Lincoln Investment, Broker-Dealer, Member FINRA/SIPC. www.lincolninvestment.comShepherd Financial LLC and the above firm are independent and non-affiliated.
Dec 2021 - Present
AeroLeads people directory · profile
Brad Wells, Qka®, Crpc® Email & Phone Number
Client Relationship Consultant - Retirement Plans at Shepherd Financial
at
Shepherd Financial, LLC
1 work email found
@ml.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Client Relationship Consultant - Retirement Plans at Shepherd Financial
Location
Greater Indianapolis, United States
Who is Brad Wells, Qka®, Crpc®? Overview
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Quick answer
Brad Wells, Qka®, Crpc® is listed as Client Relationship Consultant - Retirement Plans at Shepherd Financial at Shepherd Financial, LLC, based in Greater Indianapolis, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Brad Wells, Qka®, Crpc®.
Brad Wells, Qka®, Crpc® previously worked as Client Relationship Consultant at Shepherd Financial, Llc and Relationship Manager at Merrill Lynch. Brad Wells, Qka®, Crpc® holds B.S. Of Management, Finance, Economics from Purdue University Daniels School Of Business.
Company email context
Email format at Shepherd Financial, LLC
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*@ml.com
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AeroLeads found 1 current-domain work email signal for Brad Wells, Qka®, Crpc®. Compare company email patterns before reaching out.
Profile bio
About Brad Wells, Qka®, Crpc®
Experienced investment professional in the financial services industry. Prior experience includes working with independent advisors, RIA's, and plan sponsors.Specialties: - Relationship/Account Manager- Leading cross-functional meetings - Salesforce UAT, enhancements, and reporting- Deciphering business requirements and bridging the gap between stakeholders- Process improvement
Current workplace
Brad Wells, Qka®, Crpc®'s current company
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8 roles
Brad Wells, Qka®, Crpc® work experience
A career timeline built from the work history available for this profile.
Relationship Manager
• Consulted with C-Suites of companies with $20M-$500M in retirement plan assets around investment issues including performance, diversification, style and suitability• Ran quarterly meetings and recommended changes to improve retirement plan benefits• Met with employees 1 on 1 and delivered group education sessions around their company’s retirement plan• Designed participant education campaigns that drove increased participation, contribution rates, and improve overall plan health
Mar 2020 - Nov 2021
Supervisor, Internal Sales
• Directly led local and remote team of 6 internal sales professionals• Led team on generating and managing $20B+ retirement plan sales pipeline with annual sales of $2B+• Analyzed and strategically recommended new territories to enter• Developed new retirement plan products and services• Expanded selling strategies with advisors, broker/dealers, RIA’s, and TPA’s• Provided best practice ideas through call coaching, reviews, and one-on-one mentoring
Mar 2016 - Jan 2020
Team Lead, Internal Sales
Mar 2015 - Mar 2016
Internal Sales Consultant
Jan 2013 - Mar 2015
Investment Specialist, Senior
Aug 2011 - Dec 2012
Investment Implementation Coordinator
• Managed client accounts from $2M-$300M
Mar 2009 - Jul 2011
Client Reporting Analyst
Jan 2006 - Mar 2009
1 education record
Brad Wells, Qka®, Crpc® education
-
Purdue University Daniels School Of Business
FAQ
Frequently asked questions about Brad Wells, Qka®, Crpc®
Quick answers generated from the profile data available on this page.
What company does Brad Wells, Qka®, Crpc® work for?
Brad Wells, Qka®, Crpc® works for Shepherd Financial, LLC.
What is Brad Wells, Qka®, Crpc®'s role at Shepherd Financial, LLC?
Brad Wells, Qka®, Crpc® is listed as Client Relationship Consultant - Retirement Plans at Shepherd Financial at Shepherd Financial, LLC.
What is Brad Wells, Qka®, Crpc®'s email address?
AeroLeads has found 1 work email signal at @ml.com for Brad Wells, Qka®, Crpc® at Shepherd Financial, LLC.
Where is Brad Wells, Qka®, Crpc® based?
Brad Wells, Qka®, Crpc® is based in Greater Indianapolis, United States while working with Shepherd Financial, LLC.
What companies has Brad Wells, Qka®, Crpc® worked for?
Brad Wells, Qka®, Crpc® has worked for Shepherd Financial, Llc, Merrill Lynch, Oneamerica, and Oxford Financial Group, Ltd..
How can I contact Brad Wells, Qka®, Crpc®?
You can use AeroLeads to view verified contact signals for Brad Wells, Qka®, Crpc® at Shepherd Financial, LLC, including work email, phone, and LinkedIn data when available.
What schools did Brad Wells, Qka®, Crpc® attend?
Brad Wells, Qka®, Crpc® holds B.S. Of Management, Finance, Economics from Purdue University Daniels School Of Business.
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