Brian Strasser Email & Phone Number
Life Insurance Distribution Transformation Manager @ 1847Financial Dallas/Fort Worth
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Brian Strasser Location
- Omaha, NE, US
Brian Strasser Work
- 2023 -now Life Insurance Distribution Transformation Manager @
- 2020 -2023 2nd Vice President, Transitions @
- 2013 -2020 VP Branch Office Support and Development @
- 2002 -2013 VP, Client Services @ COR Clearing
- 1998 -2002 Client Services @ Kirkpatrick Pettis
- 1994 -1998 Mutual Fund Analyst and Client Services @ TD Ameritrade
- 1992 -1994 Teller @
- 1992 -1993 Intern @
Brian Strasser Education
- University of Nebraska at Omaha
MBA (Banking & Finance)
1992-1994 - University of Nebraska at Kearney 1989-1991
- Julesburg High School 1986-1989
Brian Strasser Skills
- Series 7
- Securities
- Series 63
- Series 24
- FINRA
- Mutual Funds
- Financial Services
- Financial Risk
- Wealth Management
- Investments
- Electronic Trading
- Securities Lending
- Risk Management
- Asset Allocation
- Fixed Income
- Trading
- Capital Markets
- Alternative Investments
- Equities
- Financial Markets
- Portfolio Management
- Vendor Management
- Asset Management
- Hedge Funds
- Options
- Investment Banking
- Trading Systems
- Back Office
- Prime Brokerage
- Middle Office
- Investment Advisory
- Banking
- Relationship Management
- Leadership
- Business Development
- Strategy
- Microsoft Word
- Marketing
- Financial Analysis
Brian Strasser Summary
- Brian Strasser, based in Omaha, NE, US, is currently a Life Insurance Distribution Transformation Manager at 1847 Financial (formerly known as Penn Mutual Wealth Strategies). Brian Strasser brings experience from previous roles at Ameritas, Securities America, Inc. Member FINRA/SIPC, COR Clearing and Kirkpatrick Pettis. Brian Strasser holds a 1992 - 1994 MBA in Banking & Finance @ University of Nebraska at Omaha. With a robust skill set that includes Series 7, Securities, Series 63, Series 24, FINRA and more. Brian Strasser has 2 mobile phone numbers on RocketReach.
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