Brian B. Email & Phone Number

Atlanta, Ga, Us

Atlanta, Ga, Us

United States

Canton, Georgia, United States

Diagnosed with a benign odontogenic tumor which required extensive surgery and approximately 12 months recovery. Prior to this, I was a FINRA Series 7 and 66 licensed stock broker/retirement planner for over 12 years. I sold my investment client account book to my previous firm partners since I could not perform necessary duties during recovery to properly manage my clients, and voluntarily resigned from my broker-dealer to focus on personal health.At this time, I have completed my recovery phase and am beginning to search for new job opportunities. My resume with over 25 years of employment history, professional experience, and accomplishments is available upon request. As a matter of point, I am no longer open to 100% commission only contracted jobs. I am seeking full-time salaried employment, am willing to travel, but not move out of Georgia, and am willing to work remote from home, inside a corporate office, or outside as a field operative.

Atlanta, Georgia, United States

Associate Partner – Registered investment advisor; senior stock broker/trader; individual and corporate client acquisition; investment portfolio design and management; executive retirement planning; corporate benefits consulting.

Atlanta, Georgia, United States

Associate Broker – Registered investment advisor; stock broker/trader; individual client acquisition; investment portfolio management; retirement planning; life insurance and annuity specialist; cold-calling and client sales presentation trainer.

Atlanta, Georgia, United States

Candidate/Broker Trainee – Cold-calling specialist; team assistant; lead generation; team appointment setter; setup new-client accounts; client/account maintenance. Passed FINRA Series 7 and 66 exams to become a licensed registered investment advisor.

Greater Atlanta Area

Claims Investigator – SIU and BI fraud unit investigator; injury claims investigations; stolen vehicle claims investigations; suspicious accident/fire/theft claims investigations; accident scene investigations; fraud case evidence collection; field surveillance operations; law-enforcement coordination; fraud prosecution determinations; liability determinations; claim payout determinations; fraud case court appearance and testimony.

Atlanta, Georgia, United States

Auto and BI Claims Handler – Responsible for handling motor vehicle accident, fire, theft, and injury claims; insurance adjuster; vehicle damage/repair estimations; coordination with auto collision repair shops; accident scene investigations; liability determinations; claim payout determinations.

Georgia

Independent Broker – Sole proprietor insurance sales company; contracted as an independent sales representative with at least two-dozen life and health insurance carriers; extensive cold-calling and point-of-sale marketing; built and conducted countless sales presentations to prospective clients; processed incredible amounts of paperwork for closed product sales.

Atlanta, Georgia, United States

Account Manager – Responsible for managing several large outside sales territories at different intervals that each consisted of about 90-120 accounts in the retail beverage industry.

Atlanta, Georgia, United States

Account Manager – Responsible for managing several large outside sales territories at different intervals that each consisted of about 90-120 accounts in the retail beverage industry.