Bradley Rayburn CFP®
Salt Lake City,UT
Summary
With a proven track record at Fidelity Investments, I excel in relationship building and cross-functional team leadership, having spearheaded initiatives that significantly boosted customer engagement scores. My expertise in public speaking and staff development is demonstrated by leading national financial literacy conferences and achieving a 95% pass rate in CEP exam prep classes.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Vice President Brokerage Sales
Fidelity Investments
Salt Lake City, UT
08.2011 - Current
- Recruited and Led a National team of highly motivated and customer centric associates focusing on acquisition and developing clients on our Self Directed platform.
- Responsible for account negotiations for Margin and Options pricing
- Presented at national conferences for Financial Literacy for youth and underserved communities.
Customer Experience Leader
Fidelity Investments
Salt Lake City, UT
08.2010 - 08.2011
- Supported the Sales teams in the Salt Lake Regional center with their Customer Experience initiatives
- Analysis of call models and customer feedback that helped create future trainings on how to better engage clients going forward
- Created significant increase in scores and customer engagement through engagement with our teams and leadership
Stock Plan Services Leader
Fidelity Investments
Salt Lake City, UT
05.2007 - 07.2010
- Recruited and trained new associates for the Stock Plan Department being created in Salt Lake City.
- Implemented new call models and created a transformational change from a strictly service-oriented approach to client engagement and education approach on how to best utilize the company sponsored plans
- My team was consistently number 1 or 2 in the nation as we led the change to a customer success focus with our interactions
- Had Customer Experience scores in the 90's on a consistent basis
- Created a CEP exam prep class based on the materials we received. 95% pass rate on the level one exam. I passed both the level 1 and 2 exam in 2008
Wellstrade Supervisor
Wells Fargo
Salt Lake City, UT
06.2004 - 10.2006
- Led a team of licensed associates in driving brokerage asset acquisition and assisting Bankers with the overall customer experience
- Created a new call flow to help drive better compliance and customer experience when dealing with Bankers that were not as experienced in the Wellstrade offering
- Created better partnership with the service side of the business to create career pathing for associates wanting to pursue growth in the Brokerage side of the business
Certified Financial Planner Instructor
University Of Phoenix-chicago
Salt Lake City, UT
09.2001 - 12.2004
- Instructed CFP candidates on the 5 different modules to prepare them for the CFP exam
- Taught all 5 modules at night in 3 hour classes
- Over 80% of the class participants passed the comprehensive exam compared to the national average at that time being in the low 50's
Retirement Benefits Consultant
Utah Retirement Systems
Salt Lake City, UT
05.2003 - 06.2004
- Provided guidance to employees regarding their benefits package.
- Participated in open enrollment meetings with employees to discuss available options.
- Developed training materials related to understanding the details of a company's benefit programs.
- Engaged employees of the various public sectors i supported to better prepare them for retirement with a personalized plan
- Enacted a redemption fee program for the Entire Plan based on findings of participants driving up costs on the funds due to day trading of mutual funds
Proactive Sales Associate
Fidelity Investment
Salt Lake City, UT
09.1999 - 05.2003
- Engaged individual clients in portfolio management and income planning.
- Acquired assets and created plans
- Also acted as the National Sales Trainer for Proactive group and outbound service groups
- Received recognition as an early adopter of managed solutions for the firm
Inbound Sales Associate
Fidelity Investments
Salt Lake City, UT
10.1995 - 09.1999
- Assisted clients with investment questions and portfolio design
- Assisted in quarterly compliance reviews for department
- Created newsletter for department showing market trends and Mutual Fund Manager commentary
- 2 time President's Circle of Excellence award winner
Education
CFP Designation - Certified Financial Planner
University of Phoenix
Salt Lake City08-2021
Bachelor of Arts - Organizational Communication
University of Utah
Salt Lake City, UT06-1993
Skills
- Relationship building
- Recruiting and hiring
- Staff development
- Cross-functional team leadership
- Training and mentoring
- Team leadership
- Sales and marketing leadership
- Mergers and acquisitions
- Public speaking
- Proposals and presentations
Affiliations
- Coached Recreational Soccer teams in Utah for over 20 years
- Hobbies include Skiing, Flyfishing, Golf and Travel
- Boy Scouts of America Scout leader for over 20 years and assisted 150 Scouts achieve the rank of Eagle Scout
Accomplishments
- President's Circle of Excellence at Fidelity Investments 1997, 1998 and 2012
- Member of Leadership Team of the Year 2008
- Excellence in Action Award quarterly winner Fidelity Investments 13 times
- Community Relations Ambassador winner Fidelity Investments 2024
- Seminar Speaker for the National FBLA conference 2023 and 2024 Northeast Regional Speaker 2023
Certification
- Certified Financial Planner designation
- CEP level 1 and 2 designation 2009
- Finra Series 4, 66, 7, 9, 10 licenses
References
References available upon request.
Timeline
Vice President Brokerage Sales
Fidelity Investments
08.2011 - Current
Customer Experience Leader
Fidelity Investments
08.2010 - 08.2011
Stock Plan Services Leader
Fidelity Investments
05.2007 - 07.2010
Wellstrade Supervisor
Wells Fargo
06.2004 - 10.2006
Retirement Benefits Consultant
Utah Retirement Systems
05.2003 - 06.2004
Certified Financial Planner Instructor
University Of Phoenix-chicago
09.2001 - 12.2004
Proactive Sales Associate
Fidelity Investment
09.1999 - 05.2003
Inbound Sales Associate
Fidelity Investments
10.1995 - 09.1999
CFP Designation - Certified Financial Planner
University of Phoenix
Bachelor of Arts - Organizational Communication
University of Utah
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