Brent Becker

Brent Becker Email and Phone Number

Providing white glove service for Financial Advisors and their teams @ &Partners
Brent Becker's Location
Greater St. Louis, United States
Brent Becker's Contact Details

Brent Becker personal email

About Brent Becker

For the past 10 years I helped advisors in various stages of their onboarding process at Wells Fargo Advisors. For the first 4 years I traveled to different Wells Fargo branches across the United States and helped transitioning advisors initiate the client account transfer process. The next two years I was a Sales Advisory Consultant that would host daily platform training sessions and travel to branches to provide advisors and their support staff with personalized consultations on the contact management system and SmartStation. The last four years at Wells Fargo was spent mostly in the Divisional Business Consultant role which allowed me to work closely with Market Leaders and Branch Managers to assist them in achieving their yearly recruiting goals by hosting weekly calls to ensure we were completing all the activities that allow an advisor to transition their book of business. At &Partners I am grateful for the opportunity to be able to help advisors join our team and make sure that their clients and the advisors have a great experience during the transition and while at &Partners. - - - Third-party posts found on this profile do not reflect the views of &Partners (the firm), its associated persons or affiliates, and have not been reviewed by the firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact a qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.

Brent Becker's Current Company Details
&Partners

&Partners

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Providing white glove service for Financial Advisors and their teams
Brent Becker Work Experience Details
  • &Partners
    Partner
    &Partners Feb 2024 - Present
    Greater St. Louis
    My primary focus at &Partners is to work with industry leading advisors and their teams to ensure a seamless transition to &Partners. I will also be assisting these advisors in learning about our platform to help them do more with their book of business.
  • Wells Fargo Advisors
    Divisional Business Consultant
    Wells Fargo Advisors Oct 2022 - Feb 2024
    St Louis, Missouri, United States
  • Wells Fargo
    Internal Affluent Consultant
    Wells Fargo Dec 2021 - Nov 2022
    St Louis, Missouri, United States
  • Wells Fargo Advisors
    Officer; Regional Business Consultant
    Wells Fargo Advisors Jan 2018 - Jan 2022
    Saint Louis, Missouri
  • Wells Fargo Advisors
    Officer; Sales Advisory Consultant
    Wells Fargo Advisors Nov 2016 - Jan 2018
    Greater St. Louis Area
  • Wells Fargo Advisors
    Transition Specialist
    Wells Fargo Advisors Dec 2014 - Nov 2016
    Greater St. Louis Area
    •Traveled to numerous Wells Fargo Advisors branches in the United States to personally assist new financial advisors transitioning to Wells Fargo Advisors.
  • Wells Fargo Advisors
    Centralized Asset Transfer Analyst
    Wells Fargo Advisors Nov 2013 - Oct 2015
    St.Louis,Mo
    • Initiated the client account transfer process, which assisted newly hired financial advisors in moving their existing books of business to Wells Fargo Advisors from another financial institution.

Brent Becker Skills

Budgets Microsoft Excel Powerpoint Microsoft Word Research Social Media Time Management Smartstation Access Finance Customer Service Salesforce.com Team Leadership Financial Analysis Teamwork Sales Sap Accounting General Ledger Twitter Social Skills Social Networking Public Speaking Microsoft Office Leadership Marketing Team Building Event Planning Customer Satisfaction

Brent Becker Education Details

Frequently Asked Questions about Brent Becker

What company does Brent Becker work for?

Brent Becker works for &partners

What is Brent Becker's role at the current company?

Brent Becker's current role is Providing white glove service for Financial Advisors and their teams.

What is Brent Becker's email address?

Brent Becker's email address is ba****@****siu.edu

What schools did Brent Becker attend?

Brent Becker attended Southern Illinois University, Carbondale.

What skills is Brent Becker known for?

Brent Becker has skills like Budgets, Microsoft Excel, Powerpoint, Microsoft Word, Research, Social Media, Time Management, Smartstation, Access, Finance, Customer Service, Salesforce.com.

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