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Brian Jones

Meet

Brian is a Sr. Advisor at Pivotal Advisors. He has over 23 years of experience collaborating with business owners to achieve long-term objectives. Brian has worked across multiple industries in financial sales, leadership, and collaboration with business owners. He is also a proven sales leader with 13 years of experience in recruiting, hiring, managing, and motivating teams of various sizes.

Brian is adept at maximizing revenue from established budget goals and increasing operational efficiency. He has over 15 years of experience servicing high-net-worth clients and C-level executives. He is skilled at drawing team and client engagement through hard work, attention to detail, honesty, and open communication.

Previous Experience

As a branch vice president at Well Fargo, Brain has managed 18 bankers and 5 CSRs in the Minneapolis and Minnetonka branches. He executed a strategy that increased loan volume by 40% and 32%.

As the director of business development at BMO Harris Bank, Brain was responsible for relationship management with middle-market companies nationwide. He also sold commercial loans, treasury management, private wealth management, and small business banking services.

Brian has held various other roles in his career, and he's also been very active in the community. He is a former University of St. Thomas Alumni President and Trustee and a former Trustee of the Mary T. and James J. Hill Library Foundation.

Education+

University of St. Thomas University of St. Thomas - Bachelor of Arts (B.A.), Business Administration and Management, General

Interests

Brian enjoys writing poetry and entering poetry competitions; his highest placing was third place. He also enjoys volunteering at homeless shelters during the holidays.

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    15815 Franklin Trail SE, Suite 400

    Prior Lake, MN 55372

    952-226-3388

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