Played College Football at SUU, Team Captain
Brian Kofoed
Las Vegas
Summary
I am a performance driven, talented Vice President with excellent employee development, customer service and analytics skills coupled with more than 15 years of experience. Passionate about applying excellent organization and communication skills to manage and lead teams. Comfortable giving engaging presentations to clients to drive new business, expand accounts and establish brand profile. Excellent team builder and leader of initiatives.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Vice President, Branch Leader
Fidelity Investments
11.2021 - 09.2023
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Assessed employee performance and developed improvement plans.
Vice President, Regional Planning Consultant
Fidelity Investments
06.2019 - 11.2021
- Monitored industry trends, keeping current on latest changes and competition in industry.
- Led rollout on new company initiatives, solutions, and areas of focus, among three branches I supported drive sales growth.
Financial Consultant
Fidelity Investments
01.2015 - 06.2019
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
Managed Solutions Consultant
Fidelity Investments
06.2008 - 12.2018
- Covered Northern California Investor Centers as an internal wholesaler/product specialist for Fidelity's Wealth Management offering.
- Performed detailed research of each clients goals and needs and help advisors position the best solution(s) to the client.
- Subject matter expert in all managed money solutions at the firm and how each solution could be tailored to an individuals own personal
- Worked in other roles within Fidelity to learn the company culture, process, systems and developed love for helping others be their best by coaching, consulting and leading
Financial Consultant
E*TRADE Financial
08.2009 - 06.2011
- Managed a book of clients, 400 households, providing financial planning and investment guidance to help them achieve their goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
Education
MBA - General Studies
University of Utah
Salt Lake City, UT12.2013
Master of Science - Marketing
Southern Utah University
Cedar City, UT06.2007
Skills
- Mentoring
- Sales Strategies
- CRM Software
- Recruiting and Hiring
- Customer Education
- Speaking
- Financial Management
- Relationship and Team-Building
- Competitive
- Winner
- Sales Activities
Certification
- Certified Financial Planner
- FINRA Series 7
- FINRA Series 9
- FINRA Series 10
- Series 63
- Series 66
- NV Insurance Licensed
Interests
Coaching kids sports
College/NFL Football Fan
Fitness/Working out
Timeline
Vice President, Branch Leader
Fidelity Investments
11.2021 - 09.2023
Vice President, Regional Planning Consultant
Fidelity Investments
06.2019 - 11.2021
Financial Consultant
Fidelity Investments
01.2015 - 06.2019
Financial Consultant
E*TRADE Financial
08.2009 - 06.2011
Managed Solutions Consultant
Fidelity Investments
06.2008 - 12.2018
MBA - General Studies
University of Utah
Master of Science - Marketing
Southern Utah University
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