Brett Mack

Vice President, Financial Advisor @Hamilton Capital

Columbus, OH, US
MOBILE NUMBERS
+15•••••••11

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WORK HISTORY

Jul 2018 — Present

Vice President, Financial Advisor @Hamilton Capital

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Columbus, OH, US

EDUCATION

2001 — 2005

The Ohio State University

BA, Communications

SKILLS

Customer ServiceMarketingBudgetsLife InsuranceFinanceSales ProcessMicrosoft OfficeSalesProcess ImprovementMicrosoft ExcelFixed AnnuitiesQuality AssuranceInvestmentsBusiness Process ImprovementFinancial ServicesAnnuitiesSiebelNegotiationMutual FundsStrategic PlanningFinancial PlanningRetirement PlanningTroubleshootingLean SigmaLeadershipCustomer RelationsFinra Series 6ManagementSeries 6InsuranceCommunications Strategy

ABOUT BRETT MACK

Financial planning specialist with over thirteen years of experience with financial industry leaders. Successful in building strong relationships and aligning client investment strategies with life goals. Student of the financial industry who excels at creating innovative solutions with clients and business partners. Experienced leader and coach, focused on continuous improvement.Specialties: Financial Planning • Investments • Coaching • Communication • Leadership • Team Building Please also note that, while I greatly appreciate your endorsement of my services, as an employee of a registered investment adviser, I am not permitted to post endorsements associated with my profile that may be considered a prohibited testimonial under SEC regulations.

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