Brian D. Dudley
- Role
- Senior Vice President, Business Development at Secure Financial Group
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Brian D. Dudley
Over 23 years experience in Financial Services/Sales. I am Senior Vice President…
Experience
Senior Vice President, Business Development
Feb 2021 — Present
Responsible for recruiting and retaining advisors to the firm and our affiliated broker dealer, Aurora Securities-Manage business development team, including marketing efforts for continued business expansion.
Skills
- Equities
- Investments
- Finra
- Retirement
- Asset Management
- Investment Strategies
- Options
- Etfs
- Finance
- Salesforce.com
- New Business Development
- Morningstar
- 401k
- Investment Management
- Asset Allocation
- Series 63
- Sales
- Series 65
- Call Centers
- Portfolio Management
- Risk Management
- Series 7
- Retirement Planning
- Financial Advisory
- Relationship Management
- Financial Services
- Management
- Securities
- Mutual Funds
- Investment Advisory
- Wealth Management
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