Brian Strasser

Brian Strasser Email and Phone Number

Life Insurance Distribution Transformation Manager @ 1847 Financial (formerly known as Penn Mutual Wealth Strategies)
Omaha, NE, US
Brian Strasser's Location
Omaha, Nebraska, United States, United States
Brian Strasser's Contact Details
About Brian Strasser

Looking for my next great opportunity. Numerous years of experience in the broker dealer and clearing firm industry. Experiences within the transition and customer service / relationship roles.

Brian Strasser's Current Company Details
1847 Financial (formerly known as Penn Mutual Wealth Strategies)

1847 Financial (Formerly Known As Penn Mutual Wealth Strategies)

View
Life Insurance Distribution Transformation Manager
Omaha, NE, US
Brian Strasser Work Experience Details
  • 1847 Financial (Formerly Known As Penn Mutual Wealth Strategies)
    Life Insurance Distribution Transformation Manager
    1847 Financial (Formerly Known As Penn Mutual Wealth Strategies)
    Omaha, Ne, Us
    View
  • 1847 Financial (Formerly Known As Penn Mutual Wealth Strategies)
    Life Insurance Distribution Transformation Manager
    1847 Financial (Formerly Known As Penn Mutual Wealth Strategies) Aug 2023 - Present
    Lead implementation of key distribution projects. Facilitate alignment between Home Office and 1847Financial on systems, process and programs.
    View
  • Ameritas
    2Nd Vice President, Transitions
    Ameritas Aug 2020 - Jun 2023
    Lincoln, Nebraska, United States
    View
  • Securities America, Inc. Member Finra/Sipc
    Vp Branch Office Support & Development
    Securities America, Inc. Member Finra/Sipc Apr 2013 - Aug 2020
    Lavista, Nebraska
    Manage two teams responsible for the on-boarding of independent broker dealers to Securities America. The two teams consist of branch office support and transition consultants. Together the two teams work to transition the broker to Securities America.
    View
  • Cor Clearing
    Vp, Client Services
    Cor Clearing Mar 2002 - Mar 2013
    Omaha, Nebraska
    Responsible for relationship management / client services for all correspondent business at COR Clearing. In addition, I work with incoming Broker Dealers to transition their business over to COR Clearing. Responsible for vendor relationships with Thomson Reuters / Beta Systems / Sungard.
  • Kirkpatrick Pettis
    Client Services
    Kirkpatrick Pettis 1998 - 2002
  • Td Ameritrade
    Mutual Fund Analyst / Client Services
    Td Ameritrade 1994 - 1998
  • Centris Federal Credit Union
    Teller
    Centris Federal Credit Union 1992 - 1994
    View
  • Paine Webber
    Intern
    Paine Webber 1992 - 1993
    View

Brian Strasser Skills

Series 7 Securities Series 63 Series 24 Finra Mutual Funds Financial Services Financial Risk Wealth Management Investments Electronic Trading Securities Lending Risk Management Asset Allocation Fixed Income Trading Capital Markets Alternative Investments Equities Financial Markets Portfolio Management Vendor Management Asset Management Hedge Funds Options Investment Banking Trading Systems Back Office Prime Brokerage Middle Office Investment Advisory Banking Relationship Management

Brian Strasser Education Details

Frequently Asked Questions about Brian Strasser

What company does Brian Strasser work for?

Brian Strasser works for 1847 Financial (Formerly Known As Penn Mutual Wealth Strategies)

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

Brian Strasser's current role is Life Insurance Distribution Transformation Manager.

What is Brian Strasser's email address?

Brian Strasser's email address is bs****@****tas.com

What is Brian Strasser's direct phone number?

Brian Strasser's direct phone number is +140296*****

What schools did Brian Strasser attend?

Brian Strasser attended University Of Nebraska At Omaha, University Of Nebraska At Kearney, Julesburg High School.

What skills is Brian Strasser known for?

Brian Strasser has skills like Series 7, Securities, Series 63, Series 24, Finra, Mutual Funds, Financial Services, Financial Risk, Wealth Management, Investments, Electronic Trading, Securities Lending.

Not the Brian Strasser 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.