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Brian Metzler Location
Charlotte, NC, US
Brian Metzler Work
Market Director - NC and SC @ (February 2023 - Present)
External Sales Executive @ (January 2020 - January 2023)
RIA Sales Executive @ (December 2018 - December 2019)
Senior Internal Sales Consultant @ (June 2018 - December 2018)
Internal Sales Consultant @ (July 2017 - May 2018)
Vanguard Accelerated Development Program @ (July 2016 - September 2017)
Life Brokerage Intern @ (June 2015 - August 2015)
Commercial Real Estate Intern @ Eastern Property Group (June 2012 - August 2013)
Brian Metzler Education
Grove City College
Bachelor of Science - Finance; Minor - Economics
2012-2016
The Episcopal Academy
High School Diploma
2008-2012
Brian Metzler Skills
Customer Relationship Management (CRM)
Customer Service
Facebook
Investments
Leadership
Marketing
Microsoft Excel
Microsoft Word
PowerPoint
Public Speaking
Sales
Social Networking
Team Building
Teamwork
Customer Relationship Management Crm
Expenses
Brokerage
Annual Fund
Pioneer
Net
Fiscal Policy
Finance
Return on Investment
Oversight
Serving
Intermediary
Informing
Benchmarking
Article
Management
Design
Calls
Funding
Discerning
Intercollegiate Athletics
Exhibiting
Licensed to Sell Insurance
Ethics
Salesforce.com
Philadelphia
Customer Satisfaction
Asset Allocation
Strategy
Cultivate
Product Placement
Curb Appeal
Workouts
Property
Illustration
Wealth
Demonstration
News
Orlando
Conferences
Private Equity
Delegate
Rigorous
Stakeholders
Commercial Real Estate
Mediator
Partnerships
Producing
Venues
Economics
Online Marketing
Retail
GCC
Universities
Schedules
Home
Web Development
Detail
Lead a Team
Active
Donations
Time Management
Desire to Learn
Balancing
Lives
Project Planning
Project
Distribution Center Operations
Basketball
Websites
Making a Difference
Camp
Growth Strategies
Efficient
Internships
Government
Colleges
Academic
Fitness
Financial Services
General Development
Operant Conditioning
Investment Strategies
Wall Street
Organizational Behavior
Agents
Lacrosse
Onboarding
Budgets
Meetings
Marketing Strategy
Mock
Business Experience
Schools
Strength Training
Competition
Leadership Experience
Customer Relationship Management
Brian Metzler Summary
Brian Metzler, based in Charlotte, NC, US, is currently a Market Director - NC and SC at Vanguard. Brian Metzler brings experience from previous roles at Vanguard. Brian Metzler holds a 2012 - 2016 Bachelor of Science - Finance; Minor - Economics @ Grove City College. With a robust skill set that includes Customer Relationship Management (CRM), Customer Service, Facebook, Investments, Leadership and more. Brian Metzler has 2 emails and 1 mobile phone numbers on RocketReach.
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