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WB

Wesley Brown

Director, Cash Management Solutions @Osaic

Omaha, NE, US

EMAILS

w••••••••@osaic.com

MOBILE NUMBERS

+14•••••••82

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WORK HISTORY

May 2023 — Present

Director, Cash Management Solutions @Osaic

SKILLS

401kRetirement SavingsAlternative InvestmentsCustomer ServiceSeries 7Mutual FundsRoth IraLife InsuranceFinancial ServicesInvestment AdvisoryIrasSalesWealth ManagementDisability InsuranceFixed AnnuitiesSecuritiesCollege Savings PlansRetirementMoney Management401k RolloversVariable ProductsQualified Retirement PlansRetirement PlanningVariable AnnuitiesFinancial AdvisoryUniform Combined State LawInvestmentsStock ManagementStrategic Financial Planning

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ABOUT WESLEY BROWN

Experienced professional with a demonstrated history of working in the financial services…

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