Bryan England
Bauers Financial, Independent Advisors with LPL Financial
Upper Arlington, OH,OH
1
Certification
22
years of professional experience
Highly motivated individual with over 20 years of experience, seeking to obtain a challenging position in finance where I can utilize my experience, interpersonal skills, and dedication to increase profitability, and productivity.
Work History
Fundraising Director
2 Years- Developed and managed logistics for four fundraising events each year, focusing on raising awareness and financial assistance for individuals with developmental disabilities.
- Partnered with the executive board of directors to develop and implement decisions that enhance operational efficiency and performance across all departments.
- Developed and implemented strategic fundraising campaigns to enhance donor engagement.
- Established and maintained relationships with key stakeholders and community partners.
- Led training sessions for staff on best practices in donor communication and stewardship.
Financial Advisor
7 Years 9 Months- Grew my book of business by acquiring new clients.
- Assisted fellow advisors with their client relationships.
- Assisting in analyzing and creating risk appropriate portfolios and ensuring client risk tolerances are met
- Analyzed and created risk-appropriate portfolios, ensuring alignment with client risk tolerances
- Completing monthly, quarterly, and annual reviews based on client need
- Monitored and analyzed accounts to align with client goals and objectives while maintaining effective communication
- Met annual training and compliance needs inside LPL.
National Accounts Representative- Plumbing Department
3 Years 10 Months- Grew National Plumbing Department sales through the six main buying groups. Assisted in growing the two main water works companies by collaborating with regional managers.
- Grew National Plumbing Department sales through six main buying groups.
- Managed five retail sales representatives nationwide, achieving sales goals, completing training, and ensuring client satisfaction.
HR Director
2 Years 11 Months- Managed training sessions twice a month for two weeks. Led classes and coordinated with trainers.
- Managed all disciplinary actions.
- Developed and implemented HR policies to enhance organizational effectiveness.
- Led talent acquisition strategies to attract top-tier candidates across various departments.
- Facilitated employee engagement initiatives to improve workplace culture and retention rates.
Sales Representative
5 Years 1 Month- Drove sales growth in the Central Ohio Region by collaborating with doctors, PAs, nurse practitioners, and hospital staff.
- Developed and maintained relationships with healthcare professionals to promote pharmaceutical products.
- Conducted product presentations, effectively communicating features and benefits to diverse audiences.
- Collaborated with marketing teams to implement promotional strategies and campaigns for product launches.
Education
Bachelor of Science - Communications- Public Relations
Skills
Proven sales experience
Client relationship development
Financial tech solutions
Financial technology solutions
Fundraising strategy
Donor engagement strategies
Community partnership building
Fundraising event coordination
Certification
- Series 7 Certification
- Series 66 Certification
- Insurance Life and Health
Timeline
Financial Advisor
Bauers Financial, Independent Advisors with LPL Financial
01.2019 - CurrentRead More
National Accounts Representative- Plumbing Department
Advanced Drainage Systems
02.2015 - 12.2018Read More
Fundraising Director
Open Door (Formally known as Columbus Center For Human Resource)
02.2013 - 02.2015Read More
HR Director
Open Door (Formally known as Columbus Center For Human Resource)
03.2010 - 02.2013Read More
Sales Representative
Sciele Pharma
12.2004 - 01.2010Read More
Loyola University
Bachelor of Science from Communications- Public Relations
Read More