Bryan P. Brinks

Bryan P. Brinks Email and Phone Number

Independent Advisor @ Optimum Wealth Group | Financial Strategy @ Optimum Wealth Group, LLC
Bryan P. Brinks's Location
Nashville Metropolitan Area, United States, United States
Bryan P. Brinks's Contact Details
About Bryan P. Brinks

As an Investment Advisor Representative at Cambridge Investment Research, Inc., I offer securities and advisory services to help clients achieve their financial goals. I have over 30 years of experience in business analysis, process improvement, and strategy.Previously, I co-founded and led SSB, a software company that provided solutions for higher education and professional sports teams. I am passionate about creating value and solving problems for my clients and partners.Registered Representative. Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer. Member FINRA/SIPC. Investment Advisor Representative, Advisory Services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor.Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Bryan P. Brinks's Current Company Details
Optimum Wealth Group, LLC

Optimum Wealth Group, Llc

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Independent Advisor @ Optimum Wealth Group | Financial Strategy
Bryan P. Brinks Work Experience Details
  • Optimum Wealth Group, Llc
    Co-Founder | Financial Advisor
    Optimum Wealth Group, Llc Aug 2023 - Present
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  • Cambridge Investment Research, Inc.
    Financial Advisor
    Cambridge Investment Research, Inc. Aug 2023 - Present
    Fairfield, Ia, Us
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  • Career Break
    Career Transition
    Career Break Mar 2023 - Jul 2023
    For the first time in my career, I set aside some time to pursue a new path and spend more time with my family. The topic of personal finance has been an interest of mine for 25+ years. I decided to dive into being a Financial Advisor and get licensed in both securities and insurance. During this time, I passed the following licensing exams:1) SIE – Securities Industry Essentials. Overview of financial products, regulations, and economic concepts.2) Series 7 – General Securities Representatives Exam. This exam covers all the classic securities, i.e. – stocks, bonds, mutual funds, ETFs, etc.3) Series 66 – Uniform Combined State Law Exam. This exam covers the topics to be an Investment Advisor Representative.4) Life Insurance – Includes annuity products.5) Health Insurance – Includes products such as long-term care and Medicare supplements This education and licensing process along with spending more time with my family and fine-tuning my golf game made for an enjoyable Spring and Summer.
  • Entrepreneurs'​ Organization
    Member
    Entrepreneurs'​ Organization Mar 2018 - Jun 2023
    Alexandria, Va, Us
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  • Affinaquest
    Svp Product Operations
    Affinaquest Jun 2022 - Mar 2023
    Scottsdale, Arizona, Us
    The SSB brand along with the professional sports clients were sold to Kore Software after SSB purchased Affinaquest. SSB made the strategic decision to focus on University clients, Advancement and Athletic Department and rebranded to Affinaquest. I was focused on the implementation and support of our data warehouse and CRM products.
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  • Ssb
    Co-Founder
    Ssb Apr 2008 - Jun 2022
    Greenwood Village, Co, Us
    SSB managed customer data for professional sports teams and college athletic departments. We designed processes and built innovative data warehouse technology to transform data and provide actionable insights that are the decision-making foundation for marketing and revenue generation.
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  • Hitachi Consulting
    Manager/Sr Manager
    Hitachi Consulting Jun 2002 - Apr 2008
    Santa Clara, California, Us
    Manager at Hitachi Consulting specializing in Business Process Management. Experience in many operational and administrative processes. Project types have included process mapping, process modeling, process documentation and process improvement.
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  • Arthur Andersen Business Consulting
    Sr Consultant/Manager
    Arthur Andersen Business Consulting 2000 - 2002
    Service Delivery Manager with a focus on operational and finance processes in the Telecommunications, Financial Services and Oil & Gas industries. Led internal initiatives including; training lead for the Business Process Improvement Competency and knowledge champion for the Telecommunications Industry segment.
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  • Pricewaterhousecoopers
    Consultant/Sr Consultant
    Pricewaterhousecoopers 1997 - 2000
    Gb
    IT Controls Assessment – documented general computer controls. Revenue Assurance – documented current state order entry, billing and other financial processes. Created future state business processes, gathered detailed business requirements, extracted call data for analysis and identified errors in key billing elements for telecommunications clients.
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  • Mci
    Sr Billing Analyst
    Mci 1994 - 1997
    Basking Ridge, Nj, Us
    Sr Billing Analyst - Carrier Financial Services: created monthly invoices for long distance resellers, managed the dispute resolution process. Unbillables Analyst - LEC Billing; audited monthly unbillable files returned by LEC billing partners for residential customers.
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Bryan P. Brinks Skills

Business Process Business Process Design Process Improvement Business Analysis Business Process Improvement Telecommunications Project Portfolio Management Business Intelligence Process Engineering It Audit Project Management Internal Controls Management Consulting Business Management Leadership Program Management Strategy Change Management Billing Telecommunication Industry Bpmn Igrafx Business Process Management Service Delivery Sdlc Pmp Training Risk Management Outsourcing Cloud Computing Requirements Gathering Vendor Management Business Transformation Finance Governance Business Process Mapping Pmo Business Requirements Business Process Re Engineering Project Management Office

Bryan P. Brinks Education Details

  • Purdue University
    Purdue University
    Management/Finance

Frequently Asked Questions about Bryan P. Brinks

What company does Bryan P. Brinks work for?

Bryan P. Brinks works for Optimum Wealth Group, Llc

What is Bryan P. Brinks's role at the current company?

Bryan P. Brinks's current role is Independent Advisor @ Optimum Wealth Group | Financial Strategy.

What is Bryan P. Brinks's email address?

Bryan P. Brinks's email address is bb****@****nfo.com

What is Bryan P. Brinks's direct phone number?

Bryan P. Brinks's direct phone number is +161599*****

What schools did Bryan P. Brinks attend?

Bryan P. Brinks attended Purdue University.

What are some of Bryan P. Brinks's interests?

Bryan P. Brinks has interest in Skiing, My Son's Baseball Games, Playing Baseball With Sons, Spending Time With My Kids, Golf, Watching Baseball With Sons.

What skills is Bryan P. Brinks known for?

Bryan P. Brinks has skills like Business Process, Business Process Design, Process Improvement, Business Analysis, Business Process Improvement, Telecommunications, Project Portfolio Management, Business Intelligence, Process Engineering, It Audit, Project Management, Internal Controls.

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