Brian's Story On Career Growth and Coaching

During my over 20 years with the company, I've had the opportunity to wear several sales and service hats. I started my career as a group and pension representative in Washington, D.C. I was promoted to a group and pension manager in San Jose and then moved to Houston as a regional group and pension manager. Prior to my current position, I was a regional group and pension consultant in Charlotte.

I'm now a vice president and national director of business development leading regional directors who work with our 12 alliance partners like Morgan Stanley, Wachovia, UBS and others. What I like best about my position is coaching others to success. In my role that's what it's all about, helping people become their best.