Brian Cowles

Vice President - Regional Director @Ares Wealth Management Solutions

Steamboat Springs, CO, US
MOBILE NUMBERS
+13•••••••02

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WORK HISTORY

Aug 2010 — Present

Vice President - Regional Director @Ares Wealth Management Solutions

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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

1989 — 1992

Millard North High School

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

1992 — 1997

University of Nebraska

Bachelor of Science, Finance, Banking and Economics

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

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