Brian Nolan Email & Phone Number

Oviedo, Fl, Us

Oviedo, Florida

Formed Registered Investment Advisory (RIA)from the ground upEstablished business plan, set up accounting, compliance,operating agreement, LLC formation, three trading platforms and insurance agency.Retained insurance, trust and estate as well as fixed and variable annuity partners.Recruited and acquired partnerManage the day to day operations and client management.

Primary objective is to provide peace of mind to clientele by using a disciplined investment process while focusing on retirees and managing corporate 401K Plans

Miami/Fort Lauderdale Area

Professional Development Coach for Wealth Management Advisors.Help customize a Wealth Management Advisors Practice using a disciplined process.Primarily worked with Merrill Lynch/ Bank of America Advisors in South Florida.Our Practice has accumulated over 25 clients in less than one year.

Coral Springs

Established a $4,000,000 book of business in 5 months.Demonstrates effective closing ratio which consistently led individual branches to meet or exceedtargeted goals.Developed strong alliance relationships with Private, Business and Commercial Bankers.Manages portfolios for 55 clients across 7 branches from Coral Springs to Boca Raton, Florida

Miramar, Fl

Realized a 5% increase in assets under management in a short amount of time.Maintained 981 clients covering 7 Wamu branches in Miramar; · Utilized personal approach to develop each client's investment goals and objectives.

Distributed and serviced Sentinel Mutual Funds to the broker dealer community.Increased Merrill Lynch producer sales from 0 to $2,000,000 with 15 new producers, sales only insmall cap based on platforms and an allocation of only 3%.Increased the new producers to 120 reps for an undeveloped territory.Implemented a consultant approach using a value added program designed by Sentinel Investments, Dr. Rick Jensen and Scott McKainDistribution Channels included Merrill Lynch, Morgan Stanley, Smith Barney, Raymond James, LPL, & ESI.

Ft Lauderdale, Fl

Started office with existing assets of $400,000 and grew the office in 8 months to $5 million in client assets.Utilized personal approach to develop each client's investment goals and objectives.Achieved targeted goals by setting appointments, generating leads, conducting seminars and client presentations.

Houston, Texas Area

30% growth in 8 months of year one with Wire houses in SouthTexas territory.35% growth of territory in 12 months of 2 year focusing on Regional Firms and planners in Texasand Wire house and Regional firms in Louisiana.45% growth in new territory in year 3 targeting Edward Jones/ Planners in Central and West Texas.Strategically worked to establish new relationships and contacts as territories/assignments shiftedannually.Continually maintained a close client rapport sharing extensive knowledge on existing market conditions to promote Federated fund products and services.

Greater Pittsburgh Area

Completed FIT training: extensive training in product knowledge and presentation preparation.Generated sales of Federated products to Merrill Lynch East Coast and Southern Region Bank BrokerDealers.Provided potential clients with yields, total returns and statistical comparisons of competitor funds versus Federated products.Established a working relationship with external wholesalers to provide additional sales support.Participated in portfolio manager meetings.Presented to senior management.

Greater Pittsburgh Area

Lead contact for Charles Schwab on trading, fund inquires, and account maintenance.Responsible for problem solving and servicing Federated clients.Performed trading functions by using online entry, clerical form completion, account level maintenance and interaction with the corporate trading department.

Greater Pittsburgh Area

Provided fund information, account maintenance and trading aspects to Federated retail clients.Established relationships and built rapport while servicing clients.

Bs, Sport Management

Education record

Activities and Societies: Beta Theta Pi Fraternity Bethany College Football

Education record