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Bryan Rutledge Email & Phone Number
Sales Associate
at
Overby Commercial
1 work email found
@regions.com
2 phones found area 205
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Who is Bryan Rutledge? Overview
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Quick answer
Bryan Rutledge is listed as Sales Associate at Overby Commercial, based in Madison, Mississippi, United States. AeroLeads shows a work email signal at regions.com, phone signal with area code 205, and a matched LinkedIn profile for Bryan Rutledge.
Bryan Rutledge previously worked as Senior Wealth Advisor at Wealthview Capital, Llc and Senior Advisor at Renasant Bank. Bryan Rutledge holds Master Of Business Administration (M.B.A.), Marketing from University Of Mississippi.
Company email context
Email format at Overby Commercial
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{first}.{last}@regions.com
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AeroLeads found 1 current-domain work email signal for Bryan Rutledge. Compare company email patterns before reaching out.
Profile bio
About Bryan Rutledge
With 22 years of experience in the financial services industry, I've cultivated a comprehensive skill set spanning accounting, banking, wealth management, trusts, retirement planning, and institutional consulting. Leveraging my adept interpersonal skills, I've effectively expanded networks, nurtured new relationships, and retained key clientele, finding genuine fulfillment in meaningful connections.Throughout my career, I've operated within diverse organizations, offering solutions ranging from simple to complex for retail, high-net-worth individuals, business-to-business, and public/governmental agencies. This breadth has enabled me to address clients' needs comprehensively, often advising on broader concerns they may not have been aware of, positioning myself as both an objective advocate and a knowledgeable expert.My commitment to excellence has yielded tangible results within my organization, consistently ranking in the top quartile of production annually within a Fortune 500 company, frequently within the top 3. My achievements include three years in the Chairman's Club, the company's highest honor, showcasing my dedication and effectiveness. Moreover, our territory became a model for cross-selling and collaboration, boasting the highest close-ratio within the company, from identified opportunities to closed business and new revenue booked.In addition to professional accomplishments, I've pursued continuous learning, obtaining various designations to enhance my expertise and better serve clients. These include graduation from Southern Trust School and attainment of FINRA's Series 7, 66, SIE, and 65 licenses, as well as certifications such as Accredited Asset Management Specialist (AAMS), Accredited Investment Fiduciary (AIF), Certified Retirement Services Professional (CRSP), and Certified Retirement Plan Professional (CRPP). Currently pursuing the Certified Financial Planner (CFP) designation, I aim to further augment my capabilities by its completion by the end of 2024.In summary, my tenure in the financial services industry has been marked by a commitment to excellence, a passion for building relationships, and a relentless pursuit of knowledge to better serve clients and achieve organizational success.
Listed skills include Business Analysis, Project Management, Strategy, Business Strategy, and 14 others.
Current workplace
Bryan Rutledge's current company
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6 roles
Bryan Rutledge work experience
A career timeline built from the work history available for this profile.
Sales Associate
CurrentHelp advise clients throughout the process of securing the right commercial property for their needs by conducting market research, negotiating the deals, and facilitating property transactions.
Aug 2024 - Present
Senior Wealth Advisor
At Wealthview Capital I passed FINRA's Series 65 exam. I also managed client relationships and helped present financial plans to new and existing clientele. This involved the creation of new content that addressed the specific needs of the client. I also learned how to use Money Guide Pro to create plans, and the use of the CRM platform, RedTail.
Apr 2023 - Sep 2023
Senior Advisor
For this role, I was hired to do much of what I had done at Regions for the past 17years, which was to promote and grow Renasant's Institutional and Personal Trust business within the market. In order to do so, this required me to develop cross-channel buy-in within our Renasant teams. In order to do so, I developed internal and external marketing content..
May 2021 - Mar 2023
Senior Vice President
I was originally hired within AmSouth Wealth Management as a Private Banker, responsible for a large book of private banking clients. While in this role, my primary goal was to attend to our clients needs. This required me to provide a positive customer experience, while also asking open-ended questions to better understand and build relationships with our.
Feb 2004 - Feb 2021
Financial Advisor
After graduating with my MBA, I joined Legg Mason's financial advisor training program. During this program, I passed FINRA's Series 7 and 66 examination and then launched into building a book of clients needing personal investment advice and guidance. The hard worked paid off, and I was the first one in my class to graduate from the training program!
May 2001 - Feb 2004
4 education records
Bryan Rutledge education
Master Of Business Administration (M.B.A.), Marketing
Bachelor'S Degree, Accounting And Criminology
Business Administration And Management, General
High School Diploma
Riverview High School
FAQ
Frequently asked questions about Bryan Rutledge
Quick answers generated from the profile data available on this page.
What company does Bryan Rutledge work for?
Bryan Rutledge works for Overby Commercial.
What is Bryan Rutledge's role at Overby Commercial?
Bryan Rutledge is listed as Sales Associate at Overby Commercial.
What is Bryan Rutledge's email address?
AeroLeads has found 1 work email signal at @regions.com for Bryan Rutledge at Overby Commercial.
What is Bryan Rutledge's phone number?
AeroLeads has found 2 phone signal(s) with area code 205 for Bryan Rutledge at Overby Commercial.
Where is Bryan Rutledge based?
Bryan Rutledge is based in Madison, Mississippi, United States while working with Overby Commercial.
What companies has Bryan Rutledge worked for?
Bryan Rutledge has worked for Overby Commercial, Wealthview Capital, Llc, Renasant Bank, Regions Bank, and Legg Mason (Acquired By Franklin Templeton).
How can I contact Bryan Rutledge?
You can use AeroLeads to view verified contact signals for Bryan Rutledge at Overby Commercial, including work email, phone, and LinkedIn data when available.
What schools did Bryan Rutledge attend?
Bryan Rutledge holds Master Of Business Administration (M.B.A.), Marketing from University Of Mississippi.
What skills is Bryan Rutledge known for?
Bryan Rutledge is listed with skills including Business Analysis, Project Management, Strategy, Business Strategy, Banking, Management Consulting, Portfolio Management, and Management.
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