Brian is the Sr. Manager of Branch Operations & Retail Sales wherein he leads a team of 6 direct reports that are responsible for 3 Divisions. That is comprised of 128 branches and Centralized Sales. There are over 770 associates in these segments for which he is responsible for the visioning, planning, strategy and execution of projects that directly impact sales, operational efficiencies and the CX/AX of daily operations. He is also charged with partnering and reporting across all business lines to represent the voice of our branches while leading from the front.
Brian’s team also has a dotted line responsibility for over 110 service-related associates in the field. This includes but is not limited to the completion of training, quarterly coaching and the completion of reviews and market inspections.
He completed his study of finance at the University of Missouri, St. Louis while working in the industry and completing his industry exams. His leadership skills have served him well throughout his career as he traversed branch operations, compliance, risk analysis, client services and sales strategy. These opportunities have created a well-rounded approach with adaptive communication skills. Brian currently holds his Series 7, 66 & 24, MO Life and Health, Six Sigma Green Belt and TDA Lean Certification.
Brian is a strong advocate for community service. For the past decade he has dedicated many hours of time to organizations such as Friends of Kids with Cancer, Habitat for Humanity, Rebuilding Together, Biz Dash and Santa’s Helpers. Lastly, he is the community chapter leader with strong ties to his local STL Junior Achievement and TDA STL Associate Engagement Teams.
Execute and support vision, strategy and key initiatives for service, operations and value-add client and associate experiences in the Retail Sales
Branch Network. Lead Branch Service and Operations Teams. Drive service and operational support for all functions within the Branch Network. Manage a team of 7 responsible for 3 divisions with 128 branches and centralized sales with more than 770 Associates.
Compliance, Legal and Risk Management teams.