Peter Bielan Email & Phone Number

Boca Raton, Florida, Us

Advising an industry leading technology provider on their AI platform that is used to optimize advisor productivity.

At The Bielan Group, we focus on bringing together best-in-class resources to solve for the unique challenges faced by wealth management organizations. Peter Bielan leverages his extensive experience as both a business leader and consultant to serve financial institutions and industry leaders. We develop strategic guidance and actionable recommendations, utilizing specialized partners to help wealth leaders bring efficiency, sustainability and growth to their businesses.

Chapel Hill, Nc, Us

As part of Kehrer Bielan, my focus is on growing investment, wealth management and insurance business within Financial Institutions. This includes everything from complete program reviews, to executing specific projects, to moderating industry conferences. I use my broad experience in creating a strategic vision and matching tactical initiatives to support that vision for multi-million dollar businesses. I am fortunate to have diverse experience in building businesses from the client’s perspective for products and services, and building a sound strategy that communicates a clear, persuasive message resulting in added profitability. I have demonstrated proven success in driving sales growth, managing P & L, and providing leadership in highly competitive markets.

With fee income at a premium, profitable growth in the investment and insurance industries are increasingly important. At Bielan Consulting, I brought first-hand experience having performed leadership roles in two of the ten largest banks. For the investment executive, I have an intimate understanding of your needs and how to accomplish them. Use my unique knowledge to take an objective view of your business to ensure that you are getting the optimum yield on your investment and insurance opportunities.Most commonly requested areas of work include:• Complete investment program review,• Transition to a holistic focused delivery,• Increase managed assets business,• Organization structure and role definition,• Incentive plan design, and• Clearing firm evaluation and selection.

Charlotte, Nc, Us

Business Subsidiary Manager• A member of the retail banking senior leadership team• Responsible for three unique subsidiary companies that supported retail bankingSunTrust at Work Product Manager 6/2009 - 10/2010• Developed a business strategy for workplace banking and supported it with business tools, sales processes, management metrics and a communications process to recast the business. • The workplace product set contributed 50% of all net new retail checking account relationships and 30% of all aggregate new accounts to SunTrust during engagement.• One of the 200 members of the SunTrust Bank Executive Leadership forum.

Us

• Directed strategy and responsible for overall business results of a 1,000 employee, over $200 million in revenue matrix managed retail broker/dealer. • Established a full service brokerage program, providing a more attractive career path for Advisors, while providing the bank with an additional $75 million in net new revenue.• Grew the number of Advisors from 299 to 550.• Doubled revenue over six years. • In each year, produced a positive year over year revenue increase.• Initiated a fee-based product set to transition from commission based to recurring revenue.• Increased assets under custody from $13 billion to $40 billion.• Successfully converted three acquired broker dealers and their client-facing employees. • Grew insurance revenue from $3 million to over $20 million.• More than doubled the average assets per account size.• Developed Advisor productivity that was consistently in the industry top quartile.• Reduced operations employee annual turnover from 30% to 6%.• Negotiated with third party partners resulting in savings of $4 million annually on key services.• Collaborated with the Retail and Wealth Divisions to ensure coordinated offerings to clients.

See SunTrust Investment Services position

Us

• Evolved the retail broker/dealer from three (3) employees to over 300. • Oversaw and developed all aspects of the business including sales, hiring, incentives, operations, trading and compliance.• Ran a merger with a larger full service firm that self-cleared, performed proprietary trading and underwriting.• Held roles as an Advisor, Regional Sales Manager, National Sales Manager and President.

New York, Ny, Us

• Various trainee and entry level roles in sales and service.