Bryan Anderson
Ponte Vedra Beach
Summary
National Sales Director with a proven track record in driving revenue growth at National Gold Consultants through innovative marketing strategies and exceptional client relationship management. Expertise in team collaboration and decision-making enhances organizational success. Skilled in fostering long-term partnerships and identifying new market opportunities.
Overview
24
24
years of professional experience
Work History
National Sales Director
National Gold Consultants
Saint Augustine
01.2025 - Current
- Led national sales strategy to enhance market presence and drive revenue growth.
- Developed and implemented comprehensive training programs for sales teams nationwide.
- Fostered relationships with key clients to ensure long-term partnerships and satisfaction.
- Researched and identified potential customers and new market opportunities on continuous basis to maintain sustained revenue growth.
- Worked closely with executive management team on strategic initiatives related to increasing revenue growth.
Partner
Ando Holdings
Ponte Vedra Beach
03.2020 - 12.2024
- Company Overview: Residential Real Estate Development
- Attended industry conferences, representing company as thought leader.
- Oversaw financial management, including budgeting, forecasting, and cost control measures.
- Collaborated with other partners to make informed decisions on key issues facing company.
- Residential Real Estate Development
Financial Advisor Senior Vice President
SunTrust Wealth Management
Clearwater
01.2013 - 10.2020
- Conducted thorough research on various investment products and opportunities.
- Fostered strong relationships with clients by providing excellent customer service through regular communication and meetings.
- Maintained current knowledge of market trends, economic factors, and legislative changes that could impact clients' finances.
- Evaluated client's financial documents to determine investment strategies suited for their needs.
Financial Advisor Vice President of Investments
Wells Fargo
Tampa
10.2006 - 01.2013
- Updated clients on progress of their investments and made recommendations for adjustments as needed.
- Monitored client portfolios regularly to ensure alignment with financial objectives.
- Developed customized presentations to educate clients about complex financial concepts and strategies.
- Recommended suitable investments, insurance, and tax planning strategies for clients.
Financial Advisor
Morgan Stanley
Clearwater
03.2001 - 10.2006
- Monitored client portfolios regularly to ensure alignment with financial objectives.
- Recommended suitable investments, insurance, and tax planning strategies for clients.
- Updated clients on progress of their investments and made recommendations for adjustments as needed.
- Conducted thorough research on various investment products and opportunities.
Education
Accredited Investment Fiduciary - Finance
University Pittsburg Katz Business School
Remote11.2007
Certified Retirement Counselor - Finance
Texas A&M May Business School
Remote02.2007
AAMS, AWMA - Finance
College of Financial Planning
Denver10.2002
Associate in Arts (A.A.) - Finance
St Petersburg College
Clearwater01.2001
Skills
- Marketing expertise
- Client relationship management
- Innovative mindset
- Customer relationship development
- Recruitment and hiring strategies
- Creative and critical thinking
- Organizational skills
- Effective relationship building
- Client representation and advisement
- Contract negotiation and review
- Judgment and decision-making
- Team collaboration
- Decision-making skills
- Team building strategies
- Goal setting techniques
- Settlement negotiation strategies
- Professional networking skills
- Settlement structure knowledge
- Professionalism
Languages
Spanish, Conversational
Accomplishments
- Presidents Club Wells Fargo 2008-2013
- Platinum Advisor's Club Sun Trust Wealth Management 2014-2020
Timeline
National Sales Director
National Gold Consultants
01.2025 - Current
Partner
Ando Holdings
03.2020 - 12.2024
Financial Advisor Senior Vice President
SunTrust Wealth Management
01.2013 - 10.2020
Financial Advisor Vice President of Investments
Wells Fargo
10.2006 - 01.2013
Financial Advisor
Morgan Stanley
03.2001 - 10.2006
Accredited Investment Fiduciary - Finance
University Pittsburg Katz Business School
Certified Retirement Counselor - Finance
Texas A&M May Business School
AAMS, AWMA - Finance
College of Financial Planning
Associate in Arts (A.A.) - Finance
St Petersburg College
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