Brian Cowles

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Role
Vice President - Regional Director at Ares Wealth Management Solutions
Location
Steamboat Springs, CO, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Brian Cowles

An experienced Vice President Regional Director leveraging over 22 years in the financial industry with demonstrated skills as a wire house financial advisor and a wholesaler to proficiently distribute financial products. Strong technical and industry qualifications with an impressive background of long-term relationships in the independent, regional, warehouse and bank channels. Proven ability to successfully analyze a territory, identify efficient rotations for coverage based on selling group and advisor saturation. Has a deep understanding how to successfully manage distribution in multiple states; working with several financial products both public and private. Has a clear understanding of: • Reg. D, Non-traded REIT\'s (Perpetual & Finite), Interval Funds and Traded REIT offerings • Private Placement, Partnership Structures and Private Equity • 1031\\721 UPREIT Exchanges (DST and TIC structures) • Income, value add, growth focused alternative strategies • Previously registered continuing education instructor for: Life Insurance, CLU, CFP, CPE

Experience

  1. Vice President - Regional Director

    Ares Wealth Management Solutions

    Aug 2010 — Present · Seattle, WA, US

    Black Creek Group is a real estate investment management company that distributes real estate investment solutions for institutions and higher net worth investors. • Current territory is PacNW: WA, OR, ID and AK.• Existing relationships in National, Regional, Bank and Wirehouse Broker-Dealer channels.

Education

  • Millard North High School

    High School Deploma, Business, Management, Marketing, and Related Support Services

    1989 — 1992

  • University of Nebraska

    Bachelor of Science, Finance, Banking and Economics

    1992 — 1997

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Brian Cowles — Vice President - Regional Director at Ares Wealth Management Solutions in Steamboat Springs, CO, US | Unifers