Brian Shulstad Email & Phone Number
Managing Director @ Bridgemark Strategies
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Brian Shulstad Location
- Atlanta, GA, US
Brian Shulstad Work
- 2023 -now Managing Director @
- 2020 -2023 SVP Business Development @ Osaic
- 2007 -2019 VP - Business Development, Recruiting @
- 2001 -2007 Complex Manager and Regional Sales Supervisor @ H&R Block Financial Advisors
- 1995 -2001 Financial Advisor @
Brian Shulstad Education
- University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA) (Finance)
1990-1994
Brian Shulstad Skills
- Negotiation
- Strategic Consulting
- Presentations
- P&L Management
- Key Metrics
- Expense Management
- Customer Acquisition
- Coaching
- Client Services
- Business Planning
- Recruiting
- Business Development
- Sales Management
- Mutual Funds
- Investment Advisory
- Wealth Management
- Asset Allocation
- Retirement Planning
- Retirement
- Securities
- 401k
- Bonds
- Alternative Investments
- Investment Strategies
- Insurance
- Financial Services
- Investments
- Financial Advisory
- Finance
- Management
- Series 9
- Series 10
- Series 7
- FINRA
Brian Shulstad Summary
- Brian Shulstad, based in Atlanta, GA, US, is currently a Managing Director at Bridgemark Strategies. Brian Shulstad brings experience from previous roles at Osaic, LPL Financial, H&R Block Financial Advisors and A.G. Edwards & Sons, Inc.. Brian Shulstad holds a 1990 - 1994 Bachelor of Business Administration (BBA) in Finance @ University of Georgia - Terry College of Business. With a robust skill set that includes Negotiation, Strategic Consulting, Presentations, P&L Management, Key Metrics and more. Brian Shulstad has 2 emails and 1 mobile phone numbers on RocketReach.
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