Brett Hall Email and Phone Number
I am Vice President of DCIO Sales covering Illinois, Wisconsin, & Michigan, responsible for providing relevant investment solutions, market research, investment analysis, and practice management strategies to Financial Advisors and Consultants that are focused on corporate retirement plans.
American Century Investments
View- Website:
- americancentury.com
- Employees:
- 1788
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Vice PresidentAmerican Century Investments Jun 2024 - PresentChicago, Illinois, United States
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Business Development Specialist - Retirement/DcioAmerican Century Investments Oct 2022 - Jun 2024Charlotte, North Carolina, United States
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Retirement Consultant - AoAlliancebernstein Dec 2019 - Nov 2022Greater Nashville Area, TnDefined Contribution Investment Only sales support to Retirement Advisors, Recordkeepers, Third Party Administrators, and DC Consulting firms in Kansas, Missouri, Nebraska, Iowa, Illinois, South Dakota, North Dakota, Minnesota, Wisconsin, Michigan, Indiana, Ohio, Western Pennsylvania, West Virginia & Kentucky.Provide Investment/Plan Analysis, Value-Add Material/Tools, and Market/Product insights. -
Dcio Internal WholesalerAmerican Century Investments Feb 2018 - Dec 2019Kansas City, Missouri AreaAs DCIO Sales Specialist at American Century, I currently support our New England territory. I partner with my external counterpart to work with retirement-focused advisors and recordkeeping platform partners to drive assets to American Century products within qualified plans.
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Investment RepresentativeEmpower Retirement Apr 2017 - Jan 2018Overland Park, KsEducate participants on their employer sponsored retirement benefits, including Defined Contribution, Defined Benefit, and Non-Qualified plans. Educate participants on investment choices across different asset classes and sectors, explaining and evaluating the underlying holdings and objectives of different funds. Series 6 and 63 licensed. Moved to JP Morgan team after 3 months in role. -
Associate Vp Of MarketingSummit Retirement Partners Aug 2014 - Jun 2016-Responsible for building new client relationships with retirement plan sponsors and determining the wants and needs of plan committees and plan participants.-Assisted with compliance/fiduciary reviews and production of client customized reporting
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Student CallerDuke University Sep 2013 - May 2014Student caller for the Duke Annual Fund. Attempted to get pledge to the Duke Endowment.
Brett Hall Education Details
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Electrical And Computer Engineering / Computer Science
Frequently Asked Questions about Brett Hall
What company does Brett Hall work for?
Brett Hall works for American Century Investments
What is Brett Hall's role at the current company?
Brett Hall's current role is Vice President | DCIO External | American Century Investments.
What schools did Brett Hall attend?
Brett Hall attended Duke University.
Who are Brett Hall's colleagues?
Brett Hall's colleagues are Daniel Evans, Shawn Smith, Matt Kobata, Cfp®, Matt Bertrand, Jeff Engel, Terri Welk, Sharon Trinastich.
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