Brad Frey Location
- Cincinnati, OH, US
Brad Frey Work
- 2024 - now Sales Director-US @
- 2023 - 2024 Head of Broker Dealer Enterprise Sales and Director of South Regional Sales @
- 2022 - 2023 Enterprise Sales Representative @
- 2021 - 2022 Enterprise Sales Representative @
- 2020 - 2021 Director of Technology Solutions @ Fusion Financial Partners
- 2020 - 2020 Vice President Sales @
- 2018 - 2020 Business Development Manager @
- 2014 - 2018 Regional Sales Manager @
- 2012 - 2014 Territory Sales Manager @
- 2008 - 2011 Regional Vice President and External Wholesaler @
- 2008 - 2011 Sr. Internal Wholesaler @
- 2003 - 2008 Executive Vice President @ JetTrade, Inc
- 2003 - 2003 Head Professional and General Manager @ Billy Casper Golf Management
- 2000 - 2003 Volunteer Experience @ Tony Yates Junior Golf Academy
- 1999 - 2002 Head Professional and General Manager and Assistant @ Kemper Sports Management
Brad Frey Education
- Purcell Marian High School 1989 - 1993
- PGA of America
- University of Cincinnati
(Business Marketing)
Brad Frey Skills
- Strategic Financial Planning
- Software Solution Sales
- Variable Annuities
- Fixed Annuities
- Annuity Sales
- Golf Course Management
- Golf Instruction
- Customer Support
- Series 63
- 401k
- Financial Services
- Customer Service, Training, Relationship Management, Strategic Financial Plannin
- Mutual Funds
- Retirement Planning
- Enterprise Software
- Relationship Management
- Training
- Social Media
- Customer Service
- Strategic Financial Plannin
- Project Management
- Strategic Planning
- Microsoft Excel
Brad Frey Summary
- Brad Frey, based in Cincinnati, OH, US, is currently a Sales Director-US at Conquest Planning Inc.. Brad Frey brings experience from previous roles at FP Alpha, Halo Investing, Voyant and Fusion Financial Partners. Brad Frey holds a 1989 - 1993 Purcell Marian High School. With a robust skill set that includes Strategic Financial Planning, Software Solution Sales, Variable Annuities, Fixed Annuities, Annuity Sales and more. Brad Frey has 2 emails and 1 mobile phone numbers on RocketReach.
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