Brett Floyd
Regional Director, Macquarie Asset Management [email protected]
- Role
- Regional Director at Macquarie Group
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Brett Floyd
My expertise is providing financial advisors strong practice management tools, enhancing…
Experience
Regional Director
Feb 2014 — Present · Dallas-Fort Worth, TX, US
Education
Wilbur O. and Ann Powers College of Business at Clemson University
Bachelor of Science, Business Management
1998 — 2002
Penn State Smeal MBA Program
MBA, Finance
2010 — 2013
Skills
- Insurance
- Financial Analysis
- Retirement Planning
- Equities
- Retirement
- Strategic Financial Planning
- Series 7
- Financial Planning
- Finance
- Account Management
- Fixed Annuities
- Employee Benefits
- Asset Management
- Investment Strategies
- Alternative Investments
- Investments
- Asset Allocation
- Mutual Funds
- Coaching
- Wealth Management
- Financial Advisory
- Uniform Combined State Law
- 401k
- Series 65
- Training
- Series 63
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