Devon Brosnahan

About Devon Brosnahan

As an experienced leader, I leverage my experience and credentials in the financial…

Experience

1. Relationship Management Consultant

   Ameritas

   Apr 2024 — Present · Lincoln, NE, US

   As a practice management consultant, I specialize in working with financial services entrepreneurs to build their businesses according to their unique vision. I focus on aiding in business continuity and succession by facilitating values discovery and understanding. I also work closely with firms to maximize their marketing resources, helping them attract, develop, and maintain lasting client relationships. Additionally, I assist in leveraging technology to create scalable business processes, business and service models, and standard operating procedures. Furthermore, I help business owners evaluate, hire, retain, and develop talent within their organization, ensuring they have the right team in place to achieve their goals.

Education

• AIB College of Business

  Sales and Marketing

  2001 — 2004

• Capella University

  Bachelor of Business Administration - BBA

  2020 — 2022

• College for Financial Planning

  Chartered Retirement Planning Counselor ®

Skills

• Portfolio Management
• Investment Strategies
• Financial Planning
• Business Development
• Wealth Management
• Securities
• Customer Relationship Management (Crm)
• Investment Advisory
• Financial Advisory
• Asset Management
• 401(K) Retirement Savings Plans
• Asset Allocation
• Mutual Funds
• Risk Management
• Investments
• Coaching & Mentoring
• Series 63
• Strategic Planning
• Relationship Building
• Equities
• Financial Services
• Fixed Income
• Sales
• Finance
• Sales Process
• Retirement Planning
• Sales Coaching
• Finra
• Series 7
• Trading