Bryan Wilczewski has been a Regional Vice President at Householder Group Estate & Retirement Specialists, Llc since 2020. Additionally, Bryan has on-the-job experience at more than six companies in the relevant field. Bryan has a total work experience of 15+ years. Bryan Wilczewski studied at the Baruch College. Bryan Wilczewski has the following certificates: Cima® | Certified Investment Management Analyst, General Securities Registered Representative - Series 7, Uniform Combined State Law - Series 66, General Securities Principal - Series 24, and Imca | Investment Management Consultants Association. Nowadays this expert lives in Austin, Texas region. Find this expert's current phone and email through SoftwareOfficial search.
Name variants:
Brian Wilczewski
Last updated Jul 05, 2024
Contact Information
Last Update
Jul 1, 2022
Email
br**@me.com
Location
Austin, TX
Workplace
Regional Vice President
Scottsdale, AZ
Industry
Financial Services
Colleagues
Work History
Regional Vice President
8985 east Bell Rd, Scottsdale, AZ 85260
from Jan 2020
Financial Advisor
12555 Manchester Rd St, Louis, MO
Areas of focus: Working with successful individuals, business owners; offering fee-based investing, retirement plans, education savings, annuities, insurance and more.
from May 2017
Regional Director
6300 Bee Cave Rd, Austin, TX 78746
Responsible for relationship management and business development in the Greater Boston and New England territory. Led all sales and service related activities to effectively address the nee...
Aug 2015 — Mar 2017
Vice President, Managed Account Product Development and Management
245 Summer St, Boston, MA 02210
Responsible for product leadership of managed accounts products across Fidelity distribution channels. Execution of product strategy, development, management, and advocacy. Developed positi...
Mar 2013 — Aug 2015
Vice President, Managed Solutions Group
New York, NY
Vice President, Managed Solutions Group - Channel Management Responsible for driving investment advisory asset growth across "non-traditional" channels including international, institutiona...
Mar 2007 — Mar 2013
Director, Separately Managed Accounts
90 Hudson St, Jersey City, NJ 07302
Mar 2002 — Mar 2007
Education
Occupations
Executive
Regional Vice President
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Investment Advisory
Unified Managed Accounts
Mutual Funds
Separately Managed Accounts
Etfs
Investments
Equities
Fixed Income
Alternative Investments
Relationship Management
Third Party Relationships
Sales
Cima
Retail
Institutional
Financial Guidance
Series 65
Uniform Combined State Law
Investment Strategies
Securities
Financial Services
Asset Allocation
Finance
Capital Markets
Management
Strategy
Strategic Planning
Business Strategy
Business Development
Series 7
Leadership
Product Development
Product Management
Business Relationship Management
Wealth Strategies