Brian Almeida

Brian Almeida Email and Phone Number

AVP Advisor Relations @ LPL Financial
san diego, california, united states
Brian Almeida's Location
Charlotte, North Carolina, United States, United States
Brian Almeida's Contact Details
About Brian Almeida

Highly motivated and qualified professional with broad and expansive experience impacting company performance and profitability through risk reduction support and team leadership. Adaptable team player with change management skills. I possess technical and analytical qualifications along with broad knowledge and dynamic background within a growth oriented, sales, and risk reduction business environment. I enjoy utilizing critical thinking and problem solving in my daily work activities. I am interested in exploring opportunities to expand my knowledge and experience new challenges as I journey in my career.

Brian Almeida's Current Company Details
LPL Financial

Lpl Financial

View
AVP Advisor Relations
san diego, california, united states
Website:
lpl.com
Employees:
7900
Brian Almeida Work Experience Details
  • Lpl Financial
    Avp Advisor Relations Manager
    Lpl Financial Aug 2021 - Present
  • Lpl Financial
    Sr Business Consultant
    Lpl Financial Nov 2018 - Aug 2021
    Fort Mill, Sc
    As a Business Consultant I have the privilege of acting as an advocate for a select group of advisors within LPL Financial. I work with advisors to evaluate their practice and ensure they are accessing the wide and comprehensive range of resources provided to them to succeed and grow their business. It is a pleasure, through my interactions, to enable and empower my advisors to reach their goals and success. Through consultations I focus on engagement with advisors along with their satisfaction and retention at LPL.
  • Brighthouse Financial Established By Metlife
    Internal Wholesaler
    Brighthouse Financial Established By Metlife Sep 2015 - Nov 2018
    Charlotte, North Carolina Area
    I wholesale Annuity products to the Greater Philadelphia area. Presenting sales ideas, strategies, and case design is an integral part of my daily actives. I work with my external partner to build and grow our territory presence and sales.
  • The Hartford
    Service Consultant
    The Hartford Mar 2012 - Sep 2015
    I use annuity product and procedural expertise to handle escalated issues in the call center and worked with other departments such as legal, compliance, and exceptions. I participated and contributed towards projects and customer strategy initiatives within TALCOTT to implement change management. I supported other service representatives as a resource specialist and assisted the managers with their team members.
  • The Hartford
    Senior Service Representative
    The Hartford Apr 2010 - Mar 2013
    Exceeded Service Representative key metrics and behaviors to joined the LNEX team handling research requests and questions pertaining to situations regarding individual policies. Handled premier lines for high priority producing firms and brokers in a high call volume environment processing trades and servicing annuity products.
  • The Hartford
    Customer Service Representative
    The Hartford Oct 2007 - Apr 2010
    Learned Annuity products and systems servicing clients and brokers. Practiced customer retention and promoted new business into existing policies. Maintained high financial accuracy processing trades and financial transactions.

Brian Almeida Skills

Change Management Conflict Resolution Problem Solving Critical Thinking Process Improvement Product Knowledge Customer Service

Brian Almeida Education Details

Frequently Asked Questions about Brian Almeida

What company does Brian Almeida work for?

Brian Almeida works for Lpl Financial

What is Brian Almeida's role at the current company?

Brian Almeida's current role is AVP Advisor Relations.

What is Brian Almeida's email address?

Brian Almeida's email address is ja****@****att.net

What is Brian Almeida's direct phone number?

Brian Almeida's direct phone number is +186030*****

What schools did Brian Almeida attend?

Brian Almeida attended University Of Connecticut.

What are some of Brian Almeida's interests?

Brian Almeida has interest in Health, Animal Welfare, Science And Technology, Reading.

What skills is Brian Almeida known for?

Brian Almeida has skills like Change Management, Conflict Resolution, Problem Solving, Critical Thinking, Process Improvement, Product Knowledge, Customer Service.

Who are Brian Almeida's colleagues?

Brian Almeida's colleagues are Shatorri Howie, Robert Allison, Deanna Moss, Jamal Magness, Devin Brady, Nick Adriatico, Shacaree Patterson-Coleman.

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