Brandon Hughes
Business Development Wealth Consultant | Digital Marketing Manager
Denver,CO
Summary
Entrepreneurial and creative Founder and former Vice President whose voracious appetite for learning, unique path, and track record of innovation in both corporate and entrepreneurial endeavors, have allowed me to accumulate valuable niche knowledge and a diversified skill set to deliver differentiated value turning ideas into tangible results. Experienced formulating and executing strategic plans, creating new products and services, and developing business development opportunities. With 20 years of experience, I have a track record of multiple successful business ventures and leading teams of professionals to maximize sales results and deliver success.
Overview
23
23
years of professional experience
2
2
Certificates
1
1
year of post-secondary education
Work History
Founder | Managing Partner
Modern Loxley Consulting
03.2024 - Current
- Business Consulting, Valuation Estimates, and EXCEPTIONALLY efficient exit planning - Consulted on over $1B in gross transaction volume deferring $300M in initial tax liabilities for UHNW and Family Office owners
- B2B Prospecting developing strong partnerships with other businesses to allow for collaboration, risk mitigation and more significant opportunities for growth
- Freelance Business Development/Sales Consultant
- Digital Marketing, Social Media Management & Content Creation
Owner and Chief Investment Officer
Advenire Wealth
04.2019 - 03.2024
- Managed day-to-day business operations as Co-Founder | Owner | Chief Investment Officer of an independent Registered Investment Advisor (RIA) delivering integrated wealth planning, business consulting/valuation estimates/risk analysis/exit planning and open-architecture public & private market investment solutions
- B2B and Individual Prospecting and Business Development | Client Service | Investment Management | Digital/Social Media Marketing | Website Designer - Authored and built from scratch (Website: http://www.advenirewealth.com/) and lone Administrator
- Pioneered AI-driven process automation for business development, content creation for digital/social media marketing strategies
- Integrated AI tools like ChatGPT for content creation, process efficiency
- Developed visual content using Canva, enhancing brand identity and client engagement across social media platforms
- Grew organically $0 - $85MM AUM growth in 4 years without taking any client AUM from Fidelity
- Capital Asset Exit Specialization for highly appreciated Capital Gains deferral for small business owners, real estate investors and UHNW clients structuring exceptionally efficient exits through Installment Trusts
Vice President, Financial Consultant
Fidelity Investments
12.2013 - 04.2019
- Collaborated with senior management through Salesforce Business-Intelligence analytics for strategic planning to enhance business development, client retention, develop strategic initiatives and long term goals
- Grew a $600 million book of business from $200M in 3 years that exclusively included high & ultra-high-net-worth clients
- Provided holistic wealth planning to affluent individuals and their families across Southern Colorado
- Applying a systematic, data-driven process, finished my last 3 years at the firm in the Top 3% across Fidelity US branches for client satisfaction
Senior Sales and Retention Specialist
T. Rowe Price
11.2012 - 12.2013
- Delivered consultative solutions and retained high-value clients with their individual and employer-sponsored retirement plans focusing on financial planning and decision making
- Analyzed customer behavior and data to identify trends and develop customer retention strategies.
- Handled escalated customer complaints professionally, de-escalating situations while finding mutually beneficial resolutions.
Eurodollar Interest Rate Trader
Eldorado Trading
08.2011 - 12.2012
- Proprietary trader of Eurodollar interest rate futures, the world’s most liquid commodities, futures exchange, the Chicago Mercantile Exchange (CME)
- Made fast decisions averaging $5-10 Billion notional trade volume per month trading against the world's largest banks and quantitative firms
- Increased trading profits by implementing effective risk management strategies and optimizing trade execution.
- Monitored market trends and developed strategies to capitalize on potential opportunities.
Mobile Notary Signing Agent
Self-employeed
04.2002 - 08.2010
- Increased availability for last-minute appointments through flexible scheduling options tailored to meet individual client needs.
- Built a strong network of professional contacts, leading to repeat business clients and referral opportunities.
- Assisted clients in understanding legal terms within their documents while maintaining impartiality as a notary public.
- Prepared error-free loan packages for mortgage refinancing transactions that led to successful funding without delays or complications.
Real Estate Broker
Prudential Real Estate
07.2004 - 08.2005
- Analyzed local real estate market conditions and trends to identify profitable investment opportunities.
- Utilized online marketing platforms to promote real estate services and generate leads.
- Developed innovative strategies and tactics to promote real estate listings and generate new business opportunities.
- Cultivated lasting relationships with past clients through consistent follow-up contact to support their ongoing real estate needs or concerns.
- Assisted clients in navigating the complexities of financing options, ensuring they secured suitable mortgage products for their needs.
Education
Bachelor of Arts - Finance
University of Arizona
04.2024 - Current
Skills
Digital and Social Media Marketing
Content Creation and Design
Start-up operations
Entrepreneurial leadership
Contract Negotiation
Project management
Digital Assets/Blockchain
Strategic planning and Implementation
ChatGPT, Grok2, Canva, Hubspot, Google Analytics, Meta Business Suite & Instagram Insights, Twitter/X, Slack, LinkedIn
Salesforce, Riskalyze, BizEquity, RightCapital, eMoney,
Ultra High Net Worth Integrated Wealth Management and Business Development
Commodities Risk Hedging and Proprietary Arbitrage
B2B Prospecting and Business Development
Consultative Sales Process
Capital Markets and Economics
Recruitment and Hiring
Education Licenses
- FINRA Series 7 and 66 - Clean U4
- Life & Health
Accomplishments
- PADI Certified Scuba Diver and USPA Skydiver
- Dual-Rated Fixed Wing and Rotorcraft/Helicopter pilot
- Backpacked around 5 continents
- Avid Road, Cross Country and Downhill Mountain Biking
- Microfinance lender around the world for over 15 years – Zidisha & Kiva for 20 years
- Used Microsoft Excel to develop a variety of business spreadsheets.
- Avid Road, Cross Country and Downhill Mountain Biking
- Microfinance lender around the world for over 15 years – Zidisha & Kiva for 20 years
Affiliations
- Exit Planning Institute
Certification
Certified Exit Planning Advisor (CEPA)
Timeline
Certified Financial Planner
01-2026
Certified Exit Planning Advisor (CEPA)
04-2024
Bachelor of Arts - Finance
University of Arizona
04.2024 - Current
Founder | Managing Partner
Modern Loxley Consulting
03.2024 - Current
Owner and Chief Investment Officer
Advenire Wealth
04.2019 - 03.2024
Vice President, Financial Consultant
Fidelity Investments
12.2013 - 04.2019
Senior Sales and Retention Specialist
T. Rowe Price
11.2012 - 12.2013
Eurodollar Interest Rate Trader
Eldorado Trading
08.2011 - 12.2012
Real Estate Broker
Prudential Real Estate
07.2004 - 08.2005
Mobile Notary Signing Agent
Self-employeed
04.2002 - 08.2010