Bryan Casserly
Huntington Beach,USA
Summary
Financial services professional with over 20 years of experience in growth-oriented roles. Proven track record in enhancing client retention and exceeding sales goals, while coaching advisors to improve business growth and engagement.
Overview
2027
2027
years of professional experience
Work History
Wealth Managment Consultant
Cetera Advisor Networks
El Segundo, California
01.2025 - Current
- Led advisory conversions to Cetera’s platform from competitors, enhancing client retention.
- Achieved territory performance with same-store advisory sales at 106% of plan in 2025.
- Exceeded attrition goals by 50%, maintaining high advisor engagement levels.
- Coached advisors on practice management tools, resulting in increased organic business growth at Cetera.
- Educated clients on wealth management products, reinforcing satisfaction through consistent follow-ups.
- Built strong rapport with advisors, fostering trust and collaboration.
Director of Business Development
Cetera Advisor Networks
03.2013 - 02.2014
- Recruited $3 million in GDC in 2013
- Collaborated with regional directors to strengthen recruiting initiatives, refine value propositions, and provide coaching to improve regional offerings.
- Cultivated interest and educated advisors on independent broker-dealer channel and Cetera Advisor Networks through targeted outreach via phone calls, emails, and networking.
- Enhanced recruitment efforts for Cetera Advisor Networks through proactive strategies.
Advisory Sales Consultant
Cetera Financial Group
El Segundo, CA
11.2006 - 03.2013
- Exceeded regional new assets goal by over 10% in 2010 with $400 million in net new assets and doubled 2010 net new assets assets in 2011 to over $800 million.
- Contributed to the growth of advisory assets from $11 billion to $17 billion during my tenure
- Implemented Cetera’s inaugural turnkey wrap advisory platform, streamlining the advisory process for clients and advisors
- Promoted and marketed Cetera’s fee-based platform to financial advisors, enhancing advisor engagement and platform adoption
- Advised financial advisors on product options, technology tools, marketing strategies, and practice management techniques.
- Presented about products, technology, and sales ideas at national conferences and regional meetings
- Cultivated client relationships through exceptional customer service and regular communication, fostering loyalty and trust
Advanced Annuity Information Specialist
Pacific Life
10.2003 - 11.2006
- Delivered detailed guidance to financial advisors, clients, and internal teams on complex aspects of Pacific Life's variable annuity products, addressing scenarios such as death distributions, divorce implications, taxation events, inherited IRAs/TSAs, annuitization processes, and contract structuring
- Achieved two promotions in three years, reflecting strong performance and commitment to professional growth
- Facilitated onboarding process for new hires to ensure smooth integration into the team
Regional Vice President, Growth Officer
Cetera Advisor Networks LLC
El Segundo, CA
2014 - 2024
- Achieved 85% of net new asset goal and 97% of GDC goal in 2024.
- Met all activity metrics and reached 91% of net new asset goal in 2023.
- Surpassed activity goal by 140% through targeted engagement efforts.
- Presented at multiple national conferences and advisor meetings.
- Facilitated study group for advisory-focused producers, enhancing collaboration and knowledge sharing.
- Coached and mentored 2 internal growth officers, enhancing their development and performance.
Education
Masters of Business and Administration - Emphasis in Finance
California State University, Long Beach
Bachelor of Arts - Business Economics
University of California, Santa Barbara
Skills
- Advisory consulting
- Business development
- Customer relationship management
- Practice management
- Team building
- Presentation skills
- Effective communication
Licenses And Designations
- Series 6
- Series 7
- Series 66
Timeline
Wealth Managment Consultant
Cetera Advisor Networks
01.2025 - Current
Director of Business Development
Cetera Advisor Networks
03.2013 - 02.2014
Advisory Sales Consultant
Cetera Financial Group
11.2006 - 03.2013
Advanced Annuity Information Specialist
Pacific Life
10.2003 - 11.2006
Regional Vice President, Growth Officer
Cetera Advisor Networks LLC
2014 - 2024
Masters of Business and Administration - Emphasis in Finance
California State University, Long Beach
Bachelor of Arts - Business Economics
University of California, Santa Barbara