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Meet

Brian is a Senior Advisor at Pivotal Advisors. He has over 23 years of experience in financial sales, leadership, and collaboration with business owners to establish and achieve long-term business objectives across multiple industries. He's a proven sales leader with 13 years of experience focused on 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 servicing high-net-worth clients and C-level executives. As well as 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 Minneapolis and Minnetonka branches. He could execute a strategy that increased loan volume by 40% and 32%.

As the director of Business Development at BMO Harris Bank, Brain was responsible for driving business development and relationship management for middle-market companies nationwide. In addition, he has sold products and services, including commercial loans, treasury management, private wealth, and small business banking.

Brian has held various other roles in his career, and he's also been very active in the community. Former University of St. Thomas Alumni President and Trustee and 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 3rd place. He also enjoys volunteering with homeless shelters during the holidays.

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