Hi, I’m
Bruce Branstine
Orange,CA
Summary
Dynamic and seasoned financial strategist with a robust background in asset management, strategic financial planning, and project leadership. Expert in crafting investment policies, managing high-stake negotiations, and executing comprehensive due diligence. Eager to apply these skills to drive Netflix's M&A and greenfield initiatives. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
29
years of professional experience
1
Certification
Work History
American Red Cross
Regional Director of Gift and Estate Planning
01.2022 - Current
Job overview
- Developed and implemented sophisticated marketing and strategic plans for legacy and major gifts, enhancing the organization's financial base.
- Produced over $10 million in new planned giving agreements
- Engaged in over 50 new proposals per year, closing ratio is approximately 60 percent.
Rx Financial
Private Wealth and Asset Manager
01.2001 - Current
Job overview
- Spearheaded asset management for high net worth individuals and entities, optimizing investment strategies and enhancing portfolio growth.
University of Southern California
Director of Development
01.2000 - 01.2001
Job overview
- Led a critical fundraising campaign securing a $40 million stock gift as the lead gift, from the founder of a $40 million as the lead gift, from the founder of a prominent publicly traded technology firm in Southern California underscoring strong negotiation skills and strategic vision.
The Salvation Army
Director of Development and Planned Giving Consultant
01.1995 - 01.1999
Job overview
- Drove strategic planning and execution of development projects, raising over $110 million through planned giving arrangements.
- Implemented the securities gift program for the Western Regional states for the Western corporate territory of the organization (13 divisions), resulting in millions in unrealized revenues (donations).
- Identified numerous operational challenges and corrected numerous wasteful processes, resulting in better donor relations, more donations, larger donations, and quicker response times to donor inquiries.
Education
Chapman University
MBA, Magna Cum Laude
University of California, Irvine
Certificate in Personal Financial Planning
CFP Board of Standards
CFP Certificate Holder
Philanthropy Tax Institute
Certificate in Philanthropic and Estate Planning
San Diego State University
B.A., Economics - Student/Athlete
Skills
- Strategic Financial Analysis
- M&A and Greenfield Project Execution
- Advanced Negotiation and Stakeholder Management
- Risk Management and Due Diligence
- Leadership in High-Stakes Financial Settings
- Client Relationships
- Meetings and presentations
- Innovation and Creativity
Certification
- FINRA Series 7
- FINRA Series 66
- FINRA Series 9
- FINRA Series 10
- California Life Insurance License
Accomplishments
- Recognized top producer for planned giving in the Western States (2014-2017).
- Successfully negotiated and managed multimillion-dollar deals, directly contributing to organizational growth and strategic expansion.
Address
- 7622 E. Wildflower Ave., Orange, CA, 92869
- 204 Running Springs Drive, The Lakes CC, Palm Desert, CA 92211
Timeline
Regional Director of Gift and Estate Planning
American Red Cross
01.2022 - Current
Private Wealth and Asset Manager
Rx Financial
01.2001 - Current
Director of Development
University of Southern California
01.2000 - 01.2001
Director of Development and Planned Giving Consultant
The Salvation Army
01.1995 - 01.1999
Chapman University
MBA, Magna Cum Laude
University of California, Irvine
Certificate in Personal Financial Planning
CFP Board of Standards
CFP Certificate Holder
Philanthropy Tax Institute
Certificate in Philanthropic and Estate Planning
San Diego State University
B.A., Economics - Student/Athlete
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