Bryan Brooks Email & Phone Number

Westlake, Texas, Us

- Managed and grew client practice to over $625M in assets- Developed strong relationships with clients by helping with comprehensive wealth management strategies- Diversified client solutions include automated investing, SMA, SWA & SAN- Help clients define and prioritize financial goals with Money Guide Pro tools (PlayZone & Allocation Comparisons)- Top quartile ranking with Net Asset Flow - over $35M per year- Top quartile ranking with Net Solutions Flow - $25M per year

Boston, Ma, Us

- Deep understanding of financial markets, Money Guide Pro and ability to articulate investment strategies across multiple asset classes - Successful at building rapport quickly and developing new highly valued clients - Ability to thoughtfully introduce clients to multiple investment strategies and consolidate assets to our platform - Skilled in working with multiple business partners - Ranked in top decile of peer group with high activity levels, completed financial plans, solution presentations and winning new clients

New York, Ny, Us

- Drive sales in the Midwest for all registered and unregistered investment products with Institutional, Trust Department, Endowment & Private Wealth. (funds, SMA, ETFs, LPs) - Maintain strong relationships with key Retail and Institutional leadership at TIAA and Nuveen Product Development to enhance solutions. - Partner with Nuveen Chief Investment Strategist to drive distribution and deliver investment seminars. - Deliver in-depth consultative sales and information about Nuveen products & whitepapers - Featured as talent for IAS Client Seminars, regular Market Monitor speaker & New Advisor Training sessions (Alternatives, Responsible Investing/ESG, Municipal Bonds, Taxable Fixed) - Consistently exceeded sales metrics & cross-selling strategy targets ($350M sales per year) Taxable Fixed, Muni, Equities, Private Real Estate, ESG, Alternatives - Increased Nuveen market share from 32% to 50% of managed solutions

Us

- Responsible for business development at a boutique investment management firm - Called on all channels - RIA, Independents, Regionals, Wirehouse - Counseled advisors in a responsible manner balancing the needs for sales growth and the long term well being of the advisor

Chicago, Il, Us

- Increased sales in the territory by 20% SMA’s / 15% for public funds annually - Increased number of advisors that invest with William Blair by 50% y-o-y - Focused on large wirehouse teams, RIA, Independent channels - Deep understanding of firms proprietary research in both domestic/international ADR portfolios

Cima / Investment Management Program

Mba, Finance

Bs, Sales & Marketing