Brian E. Parker

Brian E. Parker Email and Phone Number

529 Southeast Sales Director @ John Hancock Investments
Boston, MA, US
Brian E. Parker's Location
Boston, Massachusetts, United States, United States
Brian E. Parker's Contact Details

Brian E. Parker work email

Brian E. Parker personal email

n/a

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About Brian E. Parker

My passion for investing and capital markets goes back to an Introduction to Investing and Accounting class that I took my freshman year of High School. I was fascinated by the forces that move the market, and the impact finances have across many different areas of our lives. This drove me to study Business Management in college and ultimately pursue a career in the Financial Services Industry. I am an optimizer by nature, so I am drawn to helping advisors grow their practice by leveraging over a decade of industry and sales experience. I build deep relationships by taking a consultative approach that allows me to be a true partner to the advisors I work with. By thoughtfully considering the client first in every situation, I help advisors find solutions to college saving and estate planning challenges through the diverse benefits of 529 plans.On the weekends you will typically find me enjoying a coffee in the morning and an IPA in the evening, in between these my ideal weekend day includes exploring the great outdoors while kayaking, fishing, hiking and skiing./*********/John Hancock is not affiliated with LinkedIn and is not responsible for LinkedIn’s privacy or security policies. My posts represent my own personal views, are subject to change, and may not necessarily represent the views, of John Hancock. I am affiliated with John Hancock Investment Management Distributors LLC and/or John Hancock Distributors LLC. Click here for social media terms: https://bit.ly/3rqFf3v

Brian E. Parker's Current Company Details
John Hancock Investments

John Hancock Investments

View
529 Southeast Sales Director
Boston, MA, US
Employees:
565
Brian E. Parker Work Experience Details
  • John Hancock Investments
    529 Southeast Sales Director
    John Hancock Investments
    Boston, Ma, Us
  • John Hancock Investments
    529 Southeast Sales Director
    John Hancock Investments 2018 - Present
    Greater Boston Area
    As the 529 Southeast Sales Director, I am responsible for driving the sales and business development of the John Hancock Freedom 529 plan. I partner with 11 external wholesalers and internal wholesalers across multiple distribution channels including wirehouse, independent / regional broker dealers and RIAs. In addition, I collaborate with our National Accounts team, supporting home office relationships and giving presentations at conferences for our broker/dealer partners.
  • Voya Investment Management
    Regional Vice President, External Wholesaler, Investment Management - Dc, Maryland, Virginia
    Voya Investment Management 2014 - 2017
    Washington D.C. Metro Area, United States
    Built brand recognition and distributed mutual funds to wirehouse and independent / regional broker dealer firms across Washington, D.C., Maryland, Virginia and W. Virginia. Cultivated meaningful relationships across multiple product lines including mutual funds, separately managed accounts (SMA) and 529 plans.
  • Voya Investment Management
    Relationship Associate, Internal Wholesaler, Investment Management
    Voya Investment Management 2011 - 2014
    Windsor, Ct
    Spearheaded internal sales support for wirehouse firms across two regions: New England and Ohio, Pennsylvania, and Upstate New York. Collaborated with two external sales professionals, building and preserving assets in respective regions across multiple business lines including mutual funds, SMA, 529 and closed-end funds. Named 2013 “Relationship Associate of the Year” as result of being #1 in overall metrics and sales.
  • Voya Financial
    Lead Customer Service Associate
    Voya Financial 2010 - 2011
    Windsor, Ct
    Led team of 15 Customer Service Associates covering fixed, indexed and variable annuities. Processed and provided quality assurance for high-value trades for high net worth clients. Analyzed facts, provided leadership and made definitive decisions for peers, resolving complex customer issues as subject matter expert for variable, fixed and indexed annuities. *Formerly ING US
  • Voya Financial
    Senior Customer Service Associate
    Voya Financial 2009 - 2010
    Windsor, Ct
    Fielded inbound phone calls, processed high-value trades, and provided quality assurance across multiple product lines. Delivered superior customer service to retail customers and financial advisors for fixed, indexed and variable annuities*Formerly ING US
  • Voya Financial
    Customer Service Associate
    Voya Financial 2008 - 2009
    Windsor, Ct
    Provided excellent customer service to both financial advisors and their retail clients for variable annuities. Resolved complex customer service, trade, and quality assurance issues for internal partners through the “Support Line.”*Formerly ING US

Brian E. Parker Skills

Series 7 Mutual Funds Investments Asset Management Series 63 Securities Asset Allocation Alternative Investments Management Financial Analysis Series 6 Series 65 529 Plans Public Speaking Sales Presentations Relationship Management Consultative Selling New Business Generation Territory Management Competitive Analysis Portfolio Performance Analysis Capital Markets Presentation Skills Zephyr Style Advisor Morningstar Finra Investment Management Behavioral Finance Technical Analysis Equity Fixed Income Finance Financial Services Portfolio Management Retirement Planning Sales Wealth Management Fixed Annuities Separately Managed Accounts Business Development Leadership Wholesale College Savings Plans Microsoft Office Allego Market Metrics Zephyr Microsoft Excel Microsoft Word Microsoft Powerpoint

Brian E. Parker Education Details

Frequently Asked Questions about Brian E. Parker

What company does Brian E. Parker work for?

Brian E. Parker works for John Hancock Investments

What is Brian E. Parker's role at the current company?

Brian E. Parker's current role is 529 Southeast Sales Director.

What is Brian E. Parker's email address?

Brian E. Parker's email address is br****@****nts.com

What is Brian E. Parker's direct phone number?

Brian E. Parker's direct phone number is (616) 975*****

What schools did Brian E. Parker attend?

Brian E. Parker attended Providence College.

What skills is Brian E. Parker known for?

Brian E. Parker has skills like Series 7, Mutual Funds, Investments, Asset Management, Series 63, Securities, Asset Allocation, Alternative Investments, Management, Financial Analysis, Series 6, Series 65.

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