Brian Sullivan, Cfp®, Aif®, Ricp® Email & Phone Number

San Ramon, California, Us

San Ramon, Ca, Us

• Prepared 300+ detailed financial plans based on individual client focuses and goals• Supported over 20 financial advisors by preparing strategic reports and guidance for clients • Placed trades for advisors after creating detailed tax-saving recommendations• Led complex scenario–based client meetings, making asset-building suggestions• Organized the agency’s investment committee meetings, actively researching investments and opportunities across shifting market cycles• Trained new hires every month to ensure client’s expectations were exceeded• Facilitated weekly agency meetings showcasing various sales techniques and best practices

• Tracked and implemented modifications in client wealth management meetings • Incorporated mock trading account specializing in options trading to dictate investment strategies

Chapel Hill, North Carolina, Us

• Netted over $11,000 in business advertising sales, surpassing sales quota by 10% • Worked independently and was promoted to a sales team leader• Created team-building exercises to ensure time optimization in sales calls• Visited and delivered sales pitch to, on average, 30 businesses a day