Brian Weilacher, Caia® Email & Phone Number

Aurora, Oh, Us

Midwest

Since 2016, I have developed and maintained working relationships with up to 90 financial advisors monthly, throughout my territory (covering Ohio, Michigan, Indiana, and Pennsylvania). Over the course of three plus years, I continue to increase sales year over year.Throughout this role, I continue to educate financial advisors on products and services for their clients via individual or group meeting presentations. As such, I have helped financial advisors build their books of… Show more Since 2016, I have developed and maintained working relationships with up to 90 financial advisors monthly, throughout my territory (covering Ohio, Michigan, Indiana, and Pennsylvania). Over the course of three plus years, I continue to increase sales year over year.Throughout this role, I continue to educate financial advisors on products and services for their clients via individual or group meeting presentations. As such, I have helped financial advisors build their books of business, some up to $3B. Show less

450 S Orange Ave, Orlando, Fl 32801

Prior to moving into the Regional Vice President role, I managed RIA, Family Office, and all institutional relationships with clients. I served in a consultant capacity with institutional analysts and investment officers on alternative investment strategies, including Private Equity, Non-traded REITs, BDCs, and Private Placements. Additionally, I increased sales by increasing new producers from referrals and past alternative sellers and cross-selling a platform of offerings.

Greater Boston Area

I added about 20 Hedge Funds to the BHA platform over the course of a year while at BHA and increased funds 12% by analyzing 120 qualified fund manager candidates for performance. Closed roughly 10 large, new business deals (many over $250M AUM)

Greater Boston Area

I directed the home office territory (covering all of New England with over 30,000 representatives) covering the independent, Wire, and RIA channels. Served as the only Hybrid covering two large market external wholesalers, including Boston and New England—surpassing a combined sales goal of $300M in 2014.

Greater Boston Area

Managed the call center—including eight direct reports—serving more than 100 customers a day and answering 65+ inbound calls daily.