Brian Musick
Executive Sales & Operations Leader Specialized Within the Financial Services Industry
- Role
- Internal Sales Consultant at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Brian Musick
As an Executive Sales and Operations Leader, I have 25 years of experience and a proven background within the financial services industry. My competencies also include operational optimization, cybersecurity, procedure development, coaching, and mentoring. It is my passion to lead teams and manage multi-million-dollar business assets, delivering timely results, and driving significant business value.Key Achievements Include: Independently revitalized sales efforts in an underperforming territory as a solo high performer, implementing targeted initiatives that drove a 79% increase in net flow from $19M to $34M within 6 months, ahead of an external advisor joining the team Led the operations and upwards of 10 direct reports with $300M assets under management, monitoring evolving market suitability in collaboration with the owner for bi-annual portfolio rebalancing Served as 1 of 3 advisors responsible for overseeing a $1B annuities book of business for the entire United States, was offered the manager role for the $1B group in less than 2 months of tenure Heavily involved in the Charlotte veteran community to serve upwards of 40 clientele, meeting potential clients to discuss annuities, disability income, cash flow protection, retirement strategy, and investmentsContact me through this profile if you wish to connect.
Experience
Internal Sales Consultant
Apr 2023 — Present
Independently revitalized sales efforts in an underperforming territory as a solo high performer, implementing targeted initiatives that drove a 79% increase in net flow from $19M to $34M within 6 months, ahead of an external advisor joining the team.• Following the departure of the territory\'s external resource, continued to execute a strategy of re-establishing and building relationships with advisors while focusing on expanding the organizational brand, turning around performance, and driving market share from negative to positive, earning recognition for securing the highest reach within the East territory as a solo performer.
Education
W. P. Carey School of Business – Arizona State University
MBA, Excutive Masters of Business Program
2006 — 2008
College for Financial Planning
Chartered Retirement Planning Counselor (CRPC)
Skills
- Public Speaking
- Strategic Partnerships
- Strategic Planning
- Operations Management
- Small Business
- Project Management
- Sales
- Marketing
- Process Improvement
- Program Management
- Communication
- Business Process Improvement
- Investments
- Leadership
- Financial Analysis
- Team Building
- Team Leadership
- Contract Negotiation
- Cross-Functional Team Leadership
- Financial Planning
- Aerospace
- Change Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.