Brian P. Twohig
Chicago,IL
Summary
Dynamic professional with strong analytical, communication, and teamwork skills, demonstrating a proven ability to adapt quickly to new environments. Committed to team success while pursuing opportunities for professional development. A positive attitude and dedication to continuous learning drive a passion for achieving excellence in every endeavor.
Overview
39
39
years of professional experience
Work History
Financial Planner
Prudential Advisors
02.2019 - 02.2026
- Working with clients to help them attain their financial goals.
- Well versed in a variety of solutions including managed money, brokerage accounts, annuities, and insurance in the financial planning process.
- Have developed many close long-term relationships with clients.
Financial Representative
Thrivent Financial
08.2014 - 02.2019
- Similar experience as above.
- Worked in a three-person team.
Independent Trader
01.2013 - 08.2014
Floor Broker
JP Morgan
06.2004 - 01.2013
- Ran a successful futures and options trading desk at the CME/CBOT trading floor.
- Member of the CME.
- Dealt with a high stress environment while making many multi-million dollar trades each day.
- Devised complex option trading strategies for domestic and international banks as well as hedge funds.
Several local and international trading firms and banks
08.1987 - 06.2004
- Will provide more detail upon request
Education
Bachelor of Science - Molecular Biology
University of Wisconsin, Madison
Madison, WISkills
- Analytical and critical thinking
- Able to form long term relationships with clients
- Focused and well organized
Timeline
Financial Planner
Prudential Advisors
02.2019 - 02.2026
Financial Representative
Thrivent Financial
08.2014 - 02.2019
Independent Trader
01.2013 - 08.2014
Floor Broker
JP Morgan
06.2004 - 01.2013
Several local and international trading firms and banks
08.1987 - 06.2004
Bachelor of Science - Molecular Biology
University of Wisconsin, Madison