Brian Brett

Brian Brett Email and Phone Number

Managing Director @ rpmAUM™
Southlake, TX, US
Brian Brett's Location
Southlake, Texas, United States, United States
Brian Brett's Contact Details
About Brian Brett

Experienced Head Of Distribution with a demonstrated history of success working in the investment management industry. Extensive experience with Retail and Institutional Sales, and Sales Management. Compliance Principal for the firm. Product Management Development Committee member. Skilled with Platform Access, National Accounts, Compliance, Compensation, Contracts, Negotiating fees, Separate Accounts, Alternatives, Private Equity and Operations. Certified Financial Planner. Securities licensed, Series 3, 7, 63, 8, 24.

Brian Brett's Current Company Details
rpmAUM™

Rpmaum™

View
Managing Director
Southlake, TX, US
Website:
rpmaum.com
Employees:
13
Brian Brett Work Experience Details
  • Rpmaum™
    Managing Director
    Rpmaum™
    Southlake, Tx, Us
    View
  • Rpmaum™
    Managing Director
    Rpmaum™ Oct 2022 - Present
    United States
    Helping asset managers with shelf space, distribution, branding, product structure and operating models.
    View
  • American Beacon Advisors
    Head Of Distribution, Svp
    American Beacon Advisors Nov 2004 - Apr 2022
    View
  • Resolute Investment Managers (Parent Company Of American Beacon Advisors)
    Head Of Distribution, Svp
    Resolute Investment Managers (Parent Company Of American Beacon Advisors) Nov 2004 - Apr 2022
    Las Colinas, Texas
  • Texas A&M Finance Department
    Board Member
    Texas A&M Finance Department Jan 2008 - Dec 2012
    Bryan/College Station, Texas Area
  • Lehman Brothers/ Neuberger Berman
    Regional Director
    Lehman Brothers/ Neuberger Berman Oct 1996 - Oct 2004
    View
  • Neuberger Berman
    Vp Regional Director (Central And Southern Regions)
    Neuberger Berman 1996 - 2004
    View
  • Amr Investments
    Director Of Brokerage Services
    Amr Investments 1990 - 1996
    Formation of coverage of National Accounts/ Platforms/ NSCC. Also, Institutional Fixed Income Sales.
  • Fidelity Investments
    Branch Manager
    Fidelity Investments 1986 - 1990
    Manager of ProActive Sales. Attended Branch Manager training program and was named to manage the Salt Lake City Investment Center.
    View
  • The Dallas Arboretum & Botanic Garden
    Board Member
    The Dallas Arboretum & Botanic Garden Jan 1983 - Dec 1985
    Dallas/Fort Worth Area
    View
  • Coopers & Lybrand
    Audit/Tax
    Coopers & Lybrand 1982 - 1984
    Dallas Audit staff and Tax pool.
    View

Brian Brett Skills

Investments Fixed Income Mutual Funds Alternative Investments Management Sales Series 7 Asset Allocation Asset Management Hedge Funds Etfs Series 63 Training Investment Strategies Equities Strategic Planning Securities Investment Management Sales Management Asset Managment Wealth Management Insurance Marketing Mergers And Acquisitions Morningstar Direct Series 3 Series 24 Certified Financial Planner Texas Real Estate Broker Financial Services Investment Advisory Financial Planning Capital Markets Retirement Planning Portfolio Management Business Development Strategy Financial Advisory 401 Retirement Savings Plans Private Equity

Brian Brett Education Details

Frequently Asked Questions about Brian Brett

What company does Brian Brett work for?

Brian Brett works for Rpmaum™

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

Brian Brett's current role is Managing Director.

What is Brian Brett's email address?

Brian Brett's email address is br****@****con.com

What is Brian Brett's direct phone number?

Brian Brett's direct phone number is +181783*****

What schools did Brian Brett attend?

Brian Brett attended Texas A&m University, Jesuit College Prep.

What skills is Brian Brett known for?

Brian Brett has skills like Investments, Fixed Income, Mutual Funds, Alternative Investments, Management, Sales, Series 7, Asset Allocation, Asset Management, Hedge Funds, Etfs, Series 63.

Not the Brian Brett you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.