Brian Kofoed
Regional Director, Senior Vice President @Alpha Cubed Investments, Llc
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WORK HISTORY
Regional Director, Senior Vice President @Alpha Cubed Investments, Llc
Costa Mesa, CA, US
EDUCATION
Southern Utah University
Bachelor of Science
University of Utah - David Eccles School of Business
Master of Business Administration - MBA
ABOUT BRIAN KOFOED
With over 16 years of experience in the financial services industry, I have a proven track record of delivering exceptional results in both individual and leadership roles. As a Vice President Branch Leader at Fidelity Investments, I led a team of financial consultants and associates to provide comprehensive wealth management and planning solutions to clients, exceeding revenue and retention goals.My core competencies include coaching and mentoring, client relations, presentation skills, and business strategy. I am passionate about empowering individuals and teams to achieve their full potential, and I have a knack for building rapport and trust with diverse stakeholders. I am also a CERTIFIED FINANCIAL PLANNER™ and hold the Series 7 and 66 licenses. I am always eager to learn new skills and explore new opportunities in the wealth management field. Let\'s connect! My email: b••••••••@gmail.com
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