Brett Grau Cfp®, Chartered Sri Counselor™ Mba Email & Phone Number

Westlake, Texas, Us

A fiduciary within a dedicated Schwab Wealth Advisory team to deliver a disciplined, objective, non-discretionary advisory client relationship designed to help our clients reach their financial goals. • Senior advisor of Schwab Private Client to deliver a disciplined, objective, non-discretionary advisory client relationship designed to help our clients reach their financial goals.• Manages a practice of 180 households and over $400 million• On track to exceed all targets including Net New Assets, Net Solution flows, Client promoter scores, and more • Constructing and delivering customized portfolio advice with specific investment recommendations through scheduled and proactive outreach to clients • Comprehensive Financial Planning acumen utilizing the 13 Wealth management issues • Partnering with a team of financial planners, attorneys, and CPAs to offer ongoing comprehensive solutions

Westlake, Texas, Us

• Promoted into senior role focused on leading client financial planning experience strategy and user interface design by successfully generating of new ideas based on market analytics and interactions with stakeholders, clients and prospects. • Helped increase average of 300% more Net New Assets (NNA) to the firm per plan by designing a user-friendly business systems and action center to support and increase client actions after a financial plan. • Drive modern digital product management principles and serve as a leader across technology, design, and product teams. • Support senior executives to make critical decisions through data-driven and market research-based recommendations by leading strategic integration discussions across product, marketing, and sales. • Instrumental in creating, maintaining, and building upon over-achieving work culture by partnering executive team to design and implement clearly defined expectations and best practices.• Routinely act as SME (subject mater expert) to help guide and influence all levels of personnel as well as acting key sounding board and advisor for C-suite leaders to form a well-rounded leadership team.• Build, retain, and scale dynamic, world-class teams by recruiting, hiring, identifying, coaching, and providing professional development supports for top talent; expanding workforce expertise and filling promotional openings. • Skilled at upskilling personnel and syncing workforce competencies by designing and leveraging flexible onboarding processes, workshops, manuals, and training opportunities. • Research and unify ESG (Environmental, Social, and Corporate Governance) and integrate ESG factors into investment decisions by consulting and collaborating with investment teams (portfolio managers, research analysts, and risk management professionals) across asset classes. • Optimize processes and adjust operational approaches by engaging with clients, employees, leaders, and partners

Westlake, Texas, Us

• Consistently exceeded business goal in excess of 200% by applying advanced financial planning processes, fostering long-term, trusting client relationships, and demonstrating industry expertise. • Helped develop individuals and advance team success by leveraging a strong organizational orientation, contributing to exceptional work culture, and modelling client service excellence. • Generated exceptional client experiences across all areas of activities by leading project management coordination, educating personnel, and teaching to the 13 Wealth Management Issues. • Proactively advanced service models to increase scalability of the organization; reducing call times by 50% while increasing productivity by 80%. • Identified and capitalized on emerging opportunities by isolating key needs and core issues through the gathering, analyzing, and presenting of key data and market research to key decision-makers. • Ensured systems and policies achieved targeted goals and served clients and employees while remaining compliant with state and federal regulations.

Redwood City, California, Us

• Acted as SME to provide key understanding and perspectives to senior leaders; helping guide the development, testing and integration of long-term sales processes. • Instrumental in driving increased revenues and scaling profitability by leading the evaluation, optimization, and transformation of business processes while collaboratively delivering results within cross-functional teams. • Achieved first $1B in AUM (Assets Under Management) by designing and executing targeted training that helped develop effective advisors.

Westlake, Texas, Us

• Generated $100M NNA by helping to impact / deliver better client experiences through the creation of new initiatives for the team to advance planning and service excellence. • Recognized by corporate management for outstanding performance; achieving highest productivity in completed portfolio evaluations and plans delivered. • Led partners to advance financial models and planning software capabilities.

Honolulu, Hi, Us

Responsible for opening accounts, sales, and other related duties to include servicing and developing new customers. Served as a liaison for sales and servicing of financial services and products. Actively converted prospects to clients.Personal Duties Include:Maintained and sold financial services to clientele by addressing both long short-term goals through profiling. Actively sold financial services including referrals to cross-functional units as appropriate. Interview, process applications, and closed for consumer credit products. Provided highest level of quality service to customers.Responsible for managing calling efforts, referrals, sales tracking and prospecting to achieve personal sales goals and contribute to the overall district goals.

Chicago, Illinois, Us

Developed and aggressively grew sales through prospecting, cold calls and relationship development. Fostered and maintained relationships with existing customers through effective account management and service. Maintained a high level of customer service through training and customer support.Ensured customer satisfaction by responding quickly and accurately to problems, concerns or needs.

Master Of Business Administration (M.B.A.), Finance And Sustainable Development

Bachelor Of Science, Business Administration

Various Professional Development Pursuits