Bryan Hackett Email & Phone Number

Birmingham, Al, Us

Birmingham, Alabama, Us

- Main point of contact for Independent Broker/Dealer's Top 40 advisors. Respond to all inquiries pertaining to advisors business: operational, marketing, trading and compliance.- Provide operational, marketing, product and trading support for those top advisors.- Charged with building and maintaining relationships with firms top adviosrs.- Organize, direct and implement the new brand image and design.- Work directly with Investment Advisory director to research and implement new RIA trading platform (Envestnet)- Communicate with Pershing on a daily basis to resolve advisor and client issues.- Proficient in Pershing trading platform - NetX360.- Work closely with other managers and employees with firm to provide advisors fast and reliable resolution to escalated issues.- Travel to top advisors offices to build relationships and promote new products and services.- Developed departmental policies and procedures manual and delivered to Senior Management.

- Provided operational support to all of firms 1100 advisors.- Researched daily inquiries into account procedures and processes, ACAT’s, and trading.- Built and nurtured relationships with Preferred Vendor contacts across multiple platforms and products.- Member of the Disaster Recovery team.- Chairman of Employee Recognition Committee. Tasked with promoting a positive work environment and maintaining high employee morale.- Maintained desired call volume levels by reaching set department standards and efficiencies.

Birmingham, Al, Us

- Provided securities trading to financial advisors and end clients.- Provided customer service and support to clients and Compass financial advisors.- Handled Fed and house margin calls, short security positions and voluntary reorganization items.- Worked closely with Pershing trade desk to resolve and rectify any trade errors.- Provided sales support and training to Financial Consultants on Pershing’s NetExchange Pro platform

- Relocated Internal Wholesaling department from Columbus, OH to Birmingham, AL offices.- Managed two Internal Wholesalers on day-to-day operations.- Provided sales support to Financial Consultants and Investment Representatives of AmSouth Investment Services, Inc.- Responded in a timely manner to inquiries on all proprietary investment products via phone, email and facsimile.- Made proactive outbound sales calls, create and implement timely sales and marketing ideas.- Educated and informed all Series 6 and 7 representatives about AmSouth products.- Responsible for providing sales reports to senior management.- Supported Regional External Wholesaler in training and sales presentations, seminars and marketing campaigns.- Proficient in Morningstar Principia, Datalab, and C.D.A Weisenberger sales software.- Proficient in Microsoft Word, Excel, Powerpoint, ACT sales database and Adobe.