Planning Director
Current
Mar 2024 - Present
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Brian D. Email & Phone Number
Planning Director
at
Optimized Insurance Planning
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Planning Director
Location
St Clair Shores, Michigan, United States
Who is Brian D.? Overview
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Quick answer
Brian D. is listed as Planning Director at Optimized Insurance Planning, based in St Clair Shores, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Brian D..
Brian D. previously worked as Regional Marketing Director at Producers Choice Network and Annuity & Life Insurance Marketing Manager at Producers Choice Network. Brian D. holds Accelerated Survey In Financial Planning, Financial Planning And Services from Oakland University.
Company email context
Email format at Optimized Insurance Planning
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Optimized Insurance Planning
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Profile bio
About Brian D.
Brian is a seasoned professional with 13+ years of dedicated experience in the financial services industry. Armed with a solid foundation in financial planning acquired through an Accelerated Survey in Financial Planning from Oakland University, Brian is committed to ongoing learning and growth as an inaugural member of the Advanced Planning Educational Group since 2019.Throughout his career, Brian has demonstrated a keen understanding of financial strategies, providing invaluable guidance to clients in navigating their financial landscapes. His expertise lies in crafting tailored solutions that align with client’s specific needs, ensuring a secure financial future.Beyond the boardroom, Brian finds solace and joy in various pursuits. Family holds a paramount place in his life, with cherished moments spent alongside his wife Cassie and their four children. A passionate pianist, Brian finds creative expression through music, and amidst the serene landscapes of northern Michigan, he indulges in the thrill of hunting on their property.Brian’s unwavering dedication to professional excellence and his commitment to a fulfilling personal life define his holistic approach to both career and leisure.
Current workplace
Brian D.'s current company
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5 roles
Brian D. work experience
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Regional Marketing Director
We are annuity, life insurance and long-term care experts who invest our time, energy and resources to helping financial professionals take exceptional care of their respected clients. We support advisors by leveraging insurance and financial products that complement the client’s comprehensive plan.
Aug 2017 - Mar 2024
Annuity & Life Insurance Marketing Manager
Proactively keep financial professionals informed and up-to-date on the information you need, when you need it.In-Depth Case DesignCompetitive Product Analysis, Education & InformationProduct and Industry UpdatesAdvanced Planning Strategies
Apr 2011 - Aug 2017
Project Development Coordinator
Was initially hired as shipping manager to improve the the accuracy and processing times in the shipping department. Accomplished all goals while reducing the required staff within 1 year.Moved new position as Project Development Coordinator for a new product line being introduced to the company. Developed internal systems for vendor communication, quoting, order processing, and delivery.
Aug 2006 - Apr 2011
Pricing Analyst
Point of contact for executive staff on rate and carrier information. Implemented and maintained new data set and provided detailed reports on daily rates, freight movement, and revenue. Designed and supplied daily and weekly dashboards and assistant sales with identifying key performance indicators. Retrieved data from multiple programs and consolidated into these dashboards.
Apr 2001 - Aug 2006
3 education records
Brian D. education
Accelerated Survey In Financial Planning, Financial Planning And Services
Business, Management, Marketing, And Related Support Services
Macomb Community College
Accelerated Survey In Financial Planning
Oakland University
FAQ
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Quick answers generated from the profile data available on this page.
What company does Brian D. work for?
Brian D. works for Optimized Insurance Planning.
What is Brian D.'s role at Optimized Insurance Planning?
Brian D. is listed as Planning Director at Optimized Insurance Planning.
Where is Brian D. based?
Brian D. is based in St Clair Shores, Michigan, United States while working with Optimized Insurance Planning.
What companies has Brian D. worked for?
Brian D. has worked for Optimized Insurance Planning, Producers Choice Network, Pcs Company, and Central Transport.
How can I contact Brian D.?
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What schools did Brian D. attend?
Brian D. holds Accelerated Survey In Financial Planning, Financial Planning And Services from Oakland University.
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