Brian Bouchard Email & Phone Number

Institutional Sales and DCIO Platform Director @ MissionSquare Retirement

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Brian Bouchard Location

Narragansett, RI, US

Brian Bouchard Work

2024 -now Institutional Sales and DCIO Platform Director @
2020 -2024 Vice President Institutional DCIO Sales and Business Development @
2015 -2019 Head of DCIO Sales and Distribution @
2011 -2015 Vice President Retirement Sales Consultant @
2010 -2011 Vice President Complex Business Development Officer @
2008 -2009 Eastern Division Sales Manager - Morgan Stanley Retirement Group @

Brian Bouchard Education

Harvard Extension School
(Business Administration and Management)

Brian Bouchard Skills

Commercial Focus
Sales Strategy
Onboarding
Hiring
Client Experience Branding
Data Analytics
Record Keeping
Client Coverage
Aggregator
Product Evolution
457 Plans
Strengthening
Technical Understanding
Managing Meetings
Business Insights
Articulation
Sales Leadership
Customer Engagement
Team Development
Go-to-Market Strategy
Customer Service Management
Marketing
Committees
New Business Opportunities
Development Strategy
Business Reviews
Business Development Strategy
Organization Skills
Marketing Materials
Collaborative Style
Business Planning
Strategy Implementation
Insurance
Sales Meetings
Sales Strategy Development
Distribution Strategies
Annuities
Communication
Reviews
Strategic Initiatives
Executive Leadership
Development of Strategy
Business Process Improvement
Market Analysis
Organizational Effectiveness
Executive Visibility
Investment Management
Customer Retention
Account Management
Business Management
Interpersonal Skills
Financial Advisory
Employee Benefits Design
Strategic Thinking
Solution Selling
Sales Effectiveness
Recruiting
Analytical Skills
Investments
Mutual Funds
Defined Benefit
Defined Contribution
Leadership
Team Leadership
Management
Team Building
Sales
Sales Management
Direct Sales
Sales Presentations
Financial Services
Coaching
Public Speaking
Presentation Skills
Sales process
Business Relationship Management
Business Relationship Building
Relationship Building
New Business Development
Business Development
Negotiation
Change Management
Strategic Planning
Strategic Partnerships
Customer Service
Strategy
Business Strategy
Consultative Selling
Investment Strategies
Marketing Strategy
Series 65
Series 7
Series 63
Client Relationship Strengthening
Client Relations
Retirement Benefits
Key Account Relationship Building
Relationship-builder with Unsurpassed Interpersonal Skills
National Accounts
Investment Advisory Services
Business Analysis
JavaScript
Portfolio Management
Mercados financeiros
Capital Markets
Corporate Finance
Bonds
Retirement Plan Consulting
Wealth Management
Oracle E Business Suite
Oracle Applications
ERP
Oracle
Requirements Analysis
Business Intelligence
Consulting
Solution Architecture
Business Process
PL/SQL
Financials
Oracle HR
Oracle Discoverer
Integration
SDLC
SQL*Plus
Oracle General Ledger
Data Migration
Data Warehousing
Testing
Gap Analysis
Toad
Project Planning
Performance Measurement
Data Conversion
Business Process Design
Process Design

Brian Bouchard Summary

Brian Bouchard, based in Narragansett, RI, US, is currently a Institutional Sales and DCIO Platform Director at MissionSquare Retirement. Brian Bouchard brings experience from previous roles at Transamerica, USAA, Thornburg Investment Management and Morgan Stanley Smith Barney. With a robust skill set that includes Commercial Focus, Sales Strategy, Onboarding, Hiring, Client Experience Branding and more. Brian Bouchard has 3 emails and 4 mobile phone numbers on RocketReach.