Bryan Bruce

Bryan Bruce Email and Phone Number

Director Of Marketing at RFC Financial Planners @ RFC Financial Planners
Bryan Bruce's Location
Novi, Michigan, United States, United States
Bryan Bruce's Contact Details

Bryan Bruce personal email

n/a
About Bryan Bruce

Highly motivated individual with strong sales and marketing experience at leading money management firms. Possesses excellent public speaking, interpersonal, managerial and analytical skills. Proven ability to increase sales and establish an effective rapport with clients.

Bryan Bruce's Current Company Details
RFC Financial Planners

Rfc Financial Planners

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Director Of Marketing at RFC Financial Planners
Bryan Bruce Work Experience Details
  • Rfc Financial Planners
    Director Of Operations
    Rfc Financial Planners Apr 2021 - Present
    Ann Arbor, Michigan, Us
    - Responsible for the day to day operations of the firm- Led transition team - successful transition from Sigma/SPC to Cetera/Carson - Assure all compliance requirements were in good standing (oversaw 2 successful compliance audits)- Develop marketing programs that raised over $60 million in new assets from 2021 to current- Qualify and onboard new clients- Oversee social media and community involvement campaigns that bring awareness to the firm
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  • Sigma Financial Corporation
    Practice Management Consultant
    Sigma Financial Corporation Feb 2017 - May 2021
    Ann Arbor, Mi, Us
    - Created curriculum and materials for practice management program to be introduced to over 1000 advisors within Sigma Financial and Parkland Securities broker dealers.- Helped advisors create marketing programs, build business plans and implement business models that were more efficient and led to greater profitability.- Identify underperforming books within practices and implement processes according to the needs and goals of the advisor.- Determine measurables and track progress to identify profitability and efficiencies introduced to the advisors.
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  • Flexible Plan Investments, Ltd.
    Eastern Divisional Sales Manager
    Flexible Plan Investments, Ltd. Dec 2013 - Feb 2017
    Bloomfield Hills, Mi, Us
    • Responsible for the oversight and management of 12 Regional Sales Managers (RSM’s) in the Eastern half of the United States.• Help RSM’s learn product and develop sales ideas and presentations for education of financial advisors in their respective territories.• Assist Flexible Plan management team in the development of timely sales ideas and presentations for internal and external use.• Monitor and manage minimum expectation requirements for external sales force.• Manage and moderate challenges between field representatives and management.• Work with specific key account relationships to assure that they are current on our portfolios and strategies. Help them to understand the Flexible Plan platform and how our offerings can help their respective advisors build their books of business
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Bryan Bruce Skills

Mutual Funds Investments Financial Advisory Series 7 Retirement Planning Separately Managed Accounts Series 63 Financial Services Wealth Management Financial Planning Asset Management Portfolio Management Investment Advisory Securities Series 6 Alternative Investments Equities Asset Allocation Wholesaling Consultative Selling Finra Series 6 Territory Public Speaking Practice Management

Bryan Bruce Education Details

  • Metropolitan State University Of Denver
    Metropolitan State University Of Denver
    Finance And Financial Management Services
  • Sheridan High School
    Sheridan High School
    College Prepatory

Frequently Asked Questions about Bryan Bruce

What company does Bryan Bruce work for?

Bryan Bruce works for Rfc Financial Planners

What is Bryan Bruce's role at the current company?

Bryan Bruce's current role is Director Of Marketing at RFC Financial Planners.

What is Bryan Bruce's email address?

Bryan Bruce's email address is br****@****ian.com

What is Bryan Bruce's direct phone number?

Bryan Bruce's direct phone number is +173423*****

What schools did Bryan Bruce attend?

Bryan Bruce attended Metropolitan State University Of Denver, Sheridan High School.

What skills is Bryan Bruce known for?

Bryan Bruce has skills like Mutual Funds, Investments, Financial Advisory, Series 7, Retirement Planning, Separately Managed Accounts, Series 63, Financial Services, Wealth Management, Financial Planning, Asset Management, Portfolio Management.

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