Brad Frey Email & Phone Number

Cincinnati, OH, US

New York, US

Financial advice isn’t just about investing anymore. Advisors are true life planners and offering advice planning helps you deliver more value to your clients—ultimately creating more loyalty and driving more business.The FP Alpha Platform uses a combination of AI and subject matter experts to assist financial professionals in delivering true holistic.

Chicago, Illinois, US

Named by Fast Company as the top 10 most innovative FinTech companies, Halo Investing is the first multi-issuer global technology platform for protective investment strategies. Based in Chicago, with offices in Zurich, UAE and Singapore, Halo Investing gives financial advisors, wealth managers and RIA’s access to structured notes, buffered ETFs, and.

Austin, TX, US

Voyant offers a holistic, fully integrated view of financial planning. With Voyant, financial planning is personal. We use engaging visuals to inspire your clients to discover and share their exact goals. We also help you reveal your clients' path to achievement in a way you can both see clearly - in real time.

Carlsbad, California, US

Fusion’s purpose is to provide expert strategic guidance and definitive project management services to select wealth advisory firms to help them achieve their dreams of RIA launch, growth, or to maximize enterprise value. Fusion Financial Partners was formed by leading RIA industry executives and is the financial service industry's first agency loyal to.

Herndon, Virginia, US

Vice President of Sales driving growth and efficiency with world class technology

Raleigh, North Carolina, US

As a Business Development Manager for AdvisorEngine, I provide an ecosystem that is capable of addressing all the needs of financial advisors in one single package. The next frontier of innovation within financial services is happening at the intersection of personal relationships, data science and automation. Through our platform, I offer wealth.

Radnor, PA, US

In my role as Region Manager for eMoney Advisor, I was responsible for developing and growing the company’s presence and sales efforts in the Midwest Region. My mission was lead my sales team to revolutionize the advisor's ability to implement comprehensive financial plans and prepare their clients for a secure financial future. I consistently achieved.

Radnor, PA, US

As a Territory Manager with eMoney, I controlled a sales effort within my sales territory for maximum revenue generation, market share growth and competitive wins at strategic accounts. I served a diverse client base of financial professionals including:BrokersMajor insurance companiesTop-tier banksCPA firmsIndependent Registered Investment Advisors.

Cincinnati, OH, US

During my time at Western & Southern Financial Group, I served as Regional Vice President and External Wholesaler. I was solely responsible for sales growth in the Mid-West territory. I initiated, developed and maintained annuity, investment and life insurance product sales offered through W&S Financial Group Distributors. I conducted sales calls to.

Cincinnati, OH, US

As a Senior Internal Wholesaler with Western & Southern Financial Group, I supported financial institutions and broker dealers in the sales of our financial products including fixed, immediate and variable annuities as well as life insurance. I proactively initiated calls within three territories and determined which products best meet the customers’ needs.

In my role as Executive Vice President of JetTrade Inc, I was responsible for the day-to-day operations of the brokerage. I managed payroll and financial reporting; overseeing every revenue plan associated with JetTrade. I prepared all necessary matters for FINRA annual audits as well as with our personal auditors, meeting compliance demands. My focus.

Golf is unlike any other sport. As a Head Golf Professional and General Manager with Billy Casper Golf Management, it was my job to ensure enjoyable experiences with the game of golf -- providing unprecedented access and individual attention to meet all of our members needs. I developed, maintained and controlled a sound business and organizational plan.

The Tony Yates Junior Golf Academy provides hands-on instruction by PGA professionals and community volunteers. I provided golf instruction to at-risk youth. The game of golf is able teach valuable lessons about patience, discipline and perseverance in life. It was very rewarding to use golf as the focal point to help children develop character and.

I began my career as a Head Professional, General Manager and Assistant with KemperSports Management. This is where I grew to understand every component of the golf business. I managed all operations of the golf course and practice facility, maintained a strict payroll budget and successfully achieved monthly sales goals. I provided a great rapport with my.

Education record

Education record

Business Marketing