Brandon Phearse
Assistant Vice President at Morgan Stanley
- Role
- Assistant Vice President at Morgan Stanley
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Brandon Phearse
Experienced business professional with 20 years in the financial service industry with experience in mortgage sales, business support, business development, life insurance sales, and financial planning. Consistent history of efficient pipeline management, customer-needs analysis, sales (call center and outside sales), negotiation, project presentation, staff training, new hire on-boarding, reporting and program/process development. I have a proven ability to analyze information to identify areas of improvement, pain points; and develop successful strategies for a more efficient process. Excellent written and verbal communication skills.
Experience
Assistant Vice President
Jun 2019 — Present
Education
University of Iowa
Bachelor of Arts (B.A.), Economics
1995 — 1999
Skills
- Retirement Planning
- 401k or 403b Services
- Budget Strategies
- Licensed in Long-Term Care Insurance
- Insurance
- Communication
- 401k Distribution Planning
- Licensed Life Insurance Agent
- Annuity Sales
- Customer Relations
- Relationship Management
- Small Business
- Lifetime Income Strategies
- Direct Sales
- Networking
- Education Funding Strategies
- Time Management
- Life Insurance
- Estate Planning
- Key Person Insurance
- Financial Services
- Risk Management
- Life Insurance Strategies
- Problem Solving
- 401k Rollovers
- Annuites
- 401ks
- Permanent Life Insurance
- Sales
- Asset Allocation Strategies
- 529 Plans
- Grandchild Gifting
- Business Networking
- Customer Satisfaction
- 403bs
- Multi-Tasking Skills
- Leadership
- Term Life Insurance
- Personal Finance
- Protection Planning/Family Security
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