Bryan Schick Email & Phone Number

Owens Cross Roads, Al, Us

Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your financial future. Located in San Diego, California, Centura serves high net worth and ultra-high net worth clients. Our Liberated Wealth® process is designed to unburden your financial headaches and provide a methodical, transparent and accountable approach to achieving your financial goals.CCG Wealth Management LLC (“Centura”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Centura and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://centurawealth.com/.

Austin, Texas, United States

Austin, Texas

Responsible for the recruiting, training and business development for new Financial Representatives (FRs) and experienced FRs. Increased average case size per FR. Currently develop marketing and sales leads for 35 plus FRs in our Austin, Dallas, and San Antonio locations. Maintain close working relationships with our Broker relationships. Created virtual 10 week training program for new hires. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Capitol Wealth Strategies is not an affiliate or subsidiary of Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

7 Hanover Square | New York, Ny 10004

Directly managed a twelve member advanced planning team consisting of attorneys, actuaries and CPA’s. Key thought leader for delivery on the strategic initiatives securing the future of distribution and the vision of becoming a destination organization for top producers and agency leaders. Developed market distribution channels utilizing best practice, profitability and productivity, and mutual success and played key field facing role in the development, support, and execution of comprehensive product strategies. Collaborated on the development and deployment of key initiatives including but not limited to agency succession, practice management, marketing, financial representative training and development while supporting sales functions, including advanced planning and other business resource functions. Partnered closely with cross-business product teams as well as other home office distribution teams to integrate product and distribution concepts and programs into a concise strategy that drives growth, practice management, and agency recruiting, training and marketing; execute on key initiatives that deliver on that strategy. Interfaced with the Field Product Committee, home office product leaders, and other field constituents to help set product priorities, develop innovative product solutions, position the portfolio most competitively, and integrate/balance into broader markets, programs and concept strategies. Syndicated major individual markets product initiatives, driving alignment with internal stakeholders, and buy-in and support from the Field Product Committee members. Developed and implement market and product positioning programs and initiatives. Drove the resolution of complex product case management as the face to the field ensuring clarity and consistency of product guidelines while leveraging strong product, competition and marketplace trend knowledge as a credible and influential partner.

Created and launched NFP’s International insurance division. Secured and negotiated the offshore carrier contracts. Currently work in 25 jurisdictions around the world. Maintain strong working relationships with several international law firms. Responsible for all aspects of client due diligence, sales solicitation procedures, product placement, and Carrier relationships. Serve in the capacity of senior leadership for NFP’s offshore entities in the BVI and Nevis. Guide a multi-member team that has responsibility for product development/design, coordination of medical exams, sales/marketing activities, and product placement implementation (international.nfp.com). Travel globally to assist in point of sale opportunities as well as recruiting new producers to this platform.

Senior Vice President - 1/2015 – 12 / 2015Direct responsibility for Advanced Sales, Product, and Underwriting teams that support life insurance sales for all divisions of NFP. Serve as member of NFP’s life division senior management teamSenior Vice President - 6/08 – 12/2014Served in a senior management capacity for all advanced sales functions across all business lines for life insurance sales. Responsible for marketing/sales materials for retail, brokerage, and institutional clients. Represent NFP at various national events, primarily through speaking engagements. Authored several articles in trade and national press publications. Maintain working relationships with outside service providers (Law firms, Actuarial firms, Carriers). Oversee NFP’s proprietary web-based sales and marketing platforms. Recruit new producers to the Partners Financial membership.

Birmingham. Al

Vice President – Advanced Sales 1 / 2000 – 5 / 2008Led the advanced sales teams for the Highland Capital Brokerage firms. Responsible for the creation of the “Life Concepts” platform. Life Concepts was one of the very first web-based sales concept systems that included integrated life insurance illustrations from multiple carriers. Launched the premium finance platform for HCB.Director of Acquisitions 1/2000 - 12/2003Responsible for the pricing and due diligence of target acquired firms. Lead the acquisition teams for the purchase of the R.E. Lee and AIN firms that formed the Life brokerage division of Highland Capital. Actively lead deal negotiations with outside legal teams representing both sides of the transactions. Worked with senior management teams in the acquisition of Highland Capital Brokerage by National Financial Partners.

Birmingham, Al

Director of Acquisitions 1/97 - 12/1999Lead the pricing and due diligence teams for the acquisition of medical practices. Approximately 15,000 physicians operating in all 50 states. Oversee acquisition analysts. Negotiate acquisitions and disposition of property. Prepare presentations of deal model acquisitions and present to investment leadership, executives and stakeholders.

Bachelor Of Science, Accounting

Certified Public Accountant (Cpa) (Inactive)

Education record