Brett Floyd Email & Phone Number
Director @ Monroe Capital LLC
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Brett Floyd Location
- Texas, United States
Brett Floyd Work
- 2025 -now Director @
- 2014 -2025 Regional Director @
- 2011 -2014 Internal Sales Team Leader @
- 2009 -2010 Investment Associate @
- 2006 -2009 Assistant Vice President @
Brett Floyd Education
- Penn State Smeal MBA Program
MBA (Finance)
2010-2013 - Wilbur O. and Ann Powers College of Business at Clemson University
Bachelor of Science (Business Management)
1998-2002
Brett Floyd Skills
- Retirement Planning
- Insurance
- Employee Benefits
- Retirement
- Fixed Annuities
- Investments
- Asset Allocation
- Wealth Management
- Financial Analysis
- Series 63
- Mutual Funds
- 401k
- Series 65
- Training
- Equities
- Coaching
- Strategic Financial Planning
- Account Management
- Alternative Investments
- Investment Strategies
- Series 7
- Uniform Combined State Law
- Financial Planning
- Finance
- Financial Advisory
- Asset Management
- Business Development
- Microsoft Word
- Marketing
- Project Management
Brett Floyd Summary
- Brett Floyd, based in Texas, United States, is currently a Director at Monroe Capital LLC. Brett Floyd brings experience from previous roles at Macquarie Group, Vanguard and Raymond James Financial Inc.. Brett Floyd holds a 2010 - 2013 MBA in Finance @ Penn State Smeal MBA Program. With a robust skill set that includes Retirement Planning, Insurance, Employee Benefits, Retirement, Fixed Annuities and more. Brett Floyd has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Monroe Capital LLC Employees
Matt London
Managing Director
Chicago, IL, US
Chris Larson
Managing Director and Co-head - Equity Group
Chicago, IL, US
Jeremy Simmons
Managing Director
Chicago, IL, US
Nathan Harrell
Managing Director
Chicago, IL, US
Sanjana Das
Managing Director
Chicago, IL, US
Matt Lane
Managing Director
Chicago, IL, US
Patrick Zimmermann
Managing Director, Senior Controller
Chicago, IL, US
Mick Solimene
Managing Director and Portfolio Manager
Chicago, IL, US
James Cassady
Chief Operating Officer, Partner
Chicago, IL, US
Gerry Burrows
Managing Director
Chicago, IL, US
Dan Letizia
Managing Director
Chicago, IL, US
Tejash Lodhavia
Managing Director – Head of Valuations
Chicago, IL, US
Theodore Koenig
Chairman and CEO
Chicago, IL, US
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