Bryant Lehr
Business Development Executive at Vanguard
- Role
- Business Development Executive at Vanguard
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
Experience
Business Development Executive
Oct 2009 — Present
I am a 20 year plus business development professional with expertise in maximizing profitability by creating sales opportunities in high net worth markets, managing advice and sales planning, with a proven track record of delivering outstanding success at building and maintaining long-term relationships with key decision-makers, and developing large-volume, high profit accounts with excellent levels of retention and loyalty.
Education
The George Washington University
BA
The George Washington University - School of Business
MBA
Skills
- Asset Allocation
- Mutual Funds
- Financial Services
- Crm
- Relationship Management
- Wealth Management
- Series 63
- Investment Strategies
- Securities
- Customer Relationship Management (Crm)
- Retirement Planning
- Retirement
- Series 7
- Finance
- Investment Advisory
- Business Relationship Management
- Investments
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