Bryan D. Email & Phone Number

Jacksonville, Florida Area

Advent Software, Inc. (an independent business unit of SS&C Technologies Holdings, Inc.) is a leading provider of software and services for the global investment management industry. Advent Software has more than 4,300 customers including asset managers, hedge funds, fundadministrators, prime brokers, family offices and wealth management advisory firms, located across more than 50 countries worldwide.

Tampa/St. Petersburg, Florida Area

The Mutual Fund Store® is the first nationally-branded, independent, Registered Investment Advisor firm in the United States. Founded in 1996, The Mutual Fund Store® organization includes over 70 offices in top markets across the country and more than $5 billion in client assets under management (AUM). The Mutual Fund Store® has over 100 advisors providing advice and services to nearly 30,000 clients.

Jacksonville, Florida Area

Directed all aspects of this fee-only Registered Investment Advisor firm. Interacted extensively with clients to determine short and long-term investment goals; actively managed portfolios using mutual funds, ETFs, stocks, and bonds. Researched and developed strategies specific to client needs; met fiduciary standards. Performed financial analyses in order to effectively forecast business, industry, and economic conditions; compiled and assessed financial statements, long-term trends, economic data, and financial periodicals. Delivered influential presentations that relayed portfolio analysis and potential viability. Managed various operational functions including business enhancement, strategic planning, and revenue growth. Built and maintained long-term relationships with clientele; aggressively prospected and acquired new clients through various marketing efforts. ** Established and built this Investment Advisory firm; secured and grew client base by consistently providing quality financial advice. ** Implemented various business development tactics in order to optimize operations. ** Collaborated with clients to establish personal goals and determine financial needs; recommended appropriate asset mix for portfolio and executed investment strategies.

Jacksonville, Florida Area

Built solid career and outstanding reputation for providing sound leadership and innovative solutions while advancing through positions of increased responsibility and authority. Provided sound investment advice and management services in order to expand premier client base with total assets of more than $5B. Served as Subject Matter Expert (SME) for both peers and senior management; provided expertise and support, facilitating business growth. Identified business opportunities and ensured adherence to standard FAC investment processes. Supervised team of 10-15 Advisors; monitored client interactions, maximized production, and monitored daily results. ** Instrumental in realizing a significant increase in client satisfaction levels; improved satisfaction to 87% highly satisfied representing a gain of 27 percentage points. ** Played key role in realizing a substantial improvement of client attrition rates; successfully maintained client data and new business pipeline. ** Built a highly productive team focused on consistently delivering in several key areas including revenue, new assets, schedule adherence, client satisfaction, and total number of client contacts.** Formulated innovative sales campaigns based on current market conditions; enhanced firm image and drove new business.** Managed all escalated client issues in an effort to realize zero defects. ** Created continuous training and development opportunities, which aided in attracting, securing, and retaining new talent. ** Recognized for outstanding contributions; recipient of highest employee rating Achieved with Distinction, for 2 consecutive years.

Jacksonville, Florida Area

Offered comprehensive information regarding various investment products; researched and recommended financial services to clients based on specific financial objectives. Communicated frequently with clients to ensure optimal service and satisfaction, retain customer base, and build new business with existing clientele. Provided industry expertise and guidance to colleagues; mentored and trained new Advisors. ** Interacted extensively with clientele; established goals, determined needs, and recommended investment products and solutions that consistently met financial objectives.** Instituted a consistent follow-up strategy with clients, which increased revenue and new asset levels.** Managed daily inbound and outbound client call volumes, resulting in high client satisfaction.

Jacksonville, Florida Area

Held full accountability for coordinating and managing various mutual fund initial offerings; placed offshore mutual fund subscription, redemption, and exchange trades. Generated reports detailing weekly trading statistics and highlights for senior management. Analyzed and resolved trading issues. Delivered comprehensive training sessions to new personnel. ** Drove business growth and productivity; assessed and restructured team processes in order to streamline operations.** Instrumental in reducing firm exposure by successfully identifying and resolving team errors.

Bachelor'S Degree, Finance

Associates