Devon Brosnahan Email & Phone Number

Lincoln, Nebraska, United States

As a practice management consultant, I specialize in working with financial services entrepreneurs to build their businesses according to their unique vision. I focus on aiding in business continuity and succession by facilitating values discovery and understanding. I also work closely with firms to maximize their marketing resources, helping them attract, develop, and maintain lasting client relationships. Additionally, I assist in leveraging technology to create scalable business processes, business and service models, and standard operating procedures. Furthermore, I help business owners evaluate, hire, retain, and develop talent within their organization, ensuring they have the right team in place to achieve their goals.

Omaha, Nebraska, United States

Leader of a cross-functional team of six business units, including Learning and Development, New Business Processing, Technology Support and Development, Licensing and Registration, and Human Resources. Implemented and integrated the EOS framework for the entire organization's leadership team throughout the state of Nebraska. Oversee the day-to-day operations of the organization, including product mix, processing times, profitability, and scalability. Implement best practices, streamline processes, and drive operational excellence across all business units by leveraging lean tools. Collaborate with the executive leadership team to develop and execute strategic plans that align with the company's long-term objectives and ensure sustainable growth.

Omaha, Nebraska, United States

As a Regional Manager, I am accountable for the management and coaching of Financial Advisors, Senior Financial Advisors and Advisor Associates across multiple branches in the Greater Omaha area. This includes both Sales/Service management and People/Resource Management. Additionally, I aid in the development and implementation of long term strategy to expand the network, grow revenues while adhering to the operational budget. To that effect, I act as the key liaison between Investments & Planning and business partners throughout FNBO. This also includes working with Program Management Teams to develop Investment and Planning policies, procedures, and business continuity plans.

Omaha, Ne

As a Sr. Financial Consultant, I work with clients by using a consultative approach in order to learn their needs, goals, preferences and prior experiences. By analyzing and interpreting my customers' financial circumstances and investment objectives, I am able to position appropriate products, through balanced presentations, to each client's current needs and long term financial goals. My goal is to demonstrate to clients and prospects the value of the TD Ameritrade platform, resulting in asset accumulation and retention. Upon completing a personalized in-depth review of a client's portfolio, I also provide objective investment guidance and knowledgeable support tailored to their individual needs and goals.• President's Club Award (Recipient)• Better Begins with Me Semi-Annual Award (Recipient)• Retail Women's Networking Group (Mentor)

Omaha, Ne

My goal as a New Client Consultant is to engage clients in a needs based dialogue in order to drive long-term satisfaction and loyalty while also seeking to help deliver on our firm goal to increase share of wallet by creating satisfied and loyal clients. I serve as a subject matter expert related to proactively discussing investing and service needs with my clients. Additional goals include increasing client satisfaction, uncovering additional business opportunities, and (where appropriate) introducing and promoting the products and tools clients need to be successful investors. • Served as the first line of support for client contact to identify additional business development opportunities• Gathered additional intelligence from our client surveys to enhance the quality of our services and solutions• Proactively addressed client related service issues via outbound calls to ultimately increase revenue and client satisfaction while also possess the skills to retain and grow our business. • Create and cultivate a service experience that exceeds client's expectations and establishes the benchmark for service support within the financial services industry

Omaha, Ne

• Product Support Specialist for TD Ameritrade's Investment Support Group

Omaha, Ne

• Placed equity, option, mutual fund, and bond trades for clients. • Provided quotes and facilitated discussions regarding equity markets, fixed income markets, international markets and economic conditions.• Engaged client in a sales dialogue in order to identify unstated needs or financial goals that may be achieved by further utilizing company services, products, and/or tools.

Chartered Retirement Planning Counselor ®, Retirement Planning

https://www.finra.org/investors/professional-designations/crpc Individuals who hold the CRPC® designation have completed a course of study.

Sales And Marketing

Activities and Societies: Phi Theta Alpha Business Fraternity

Bachelor Of Business Administration - Bba, Business Administration And Management, General, 3.75