Brad Simek Email & Phone Number
Senior Sales Manager @ Congruent Solutions
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Brad Simek Location
- Chicago, IL, US
Brad Simek Work
- Senior Sales Manager @ (May 2025 - Present)
- Senior Sales Representative @ (August 2023 - November 2024)
- Sales - Wealth and Retirement @ (October 2013 - October 2022)
- Director of Sales and Business Development @ Mobile Assistant (November 2009 - October 2013)
- Regional 401(k) Sales Director @ Lincoln Financial Group (October 2006 - April 2009)
- Financial Advisor and Retirement Plan Consultant @ Raymond James Financial (January 2003 - January 2006)
- Sales - Retirement Plans and Annuities @ (January 1998 - January 2003)
Brad Simek Education
- Eastern Illinois University
Bachelor of Arts - BA (Economics)
Brad Simek Skills
- Business-to-Business (B2B)
- Outside Sales
- Solution Selling
- Territory Management
- Presentation Skills
- Wealth Management Services
- Channel Sales
- Wholesale
- Annuity Sales
- Qualified Retirement Plans
- Start-ups
- Marketing Strategy
- Account Management
- Managed Services
- Enterprise Software
- Business Process Outsourcing (BPO)
- Marketing
- HIPAA
- Insurance
- Retirement
- Mutual Funds
- Series 7
- Sales
- Retirement Planning
- Business Development
- 401k
- Securities
- Fixed Annuities
- Employee Benefits
- Asset Allocation
- Investments
- Business Planning
- Sales Management
- Wealth Management
- Strategic Planning
- Management
- New Business Development
- Financial Services
- Investment Advisory
- Series 63
- 401(k) Retirement Savings Plans
- Retirement Plan Consulting
- Sungard
- Strategy
- Project Management
- Microsoft Office
- Relius
- Sales Executive
- 401k Retirement Savings Plans
- Business Analysis
- JavaScript
- Institutional
- Brokerage
- 401 Retirement Savings Plans
Brad Simek Summary
- Brad Simek, based in Chicago, IL, US, is currently a Senior Sales Manager at Congruent Solutions. Brad Simek brings experience from previous roles at Rethink Compliance, FIS, Mobile Assistant and Lincoln Financial Group. Brad Simek holds a Bachelor of Arts - BA in Economics @ Eastern Illinois University. With a robust skill set that includes Business-to-Business (B2B), Outside Sales, Solution Selling, Territory Management, Presentation Skills and more. Brad Simek has 4 emails and 1 mobile phone numbers on RocketReach.
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