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
- Life Insurance Distribution Transformation Manager @ (August 2023 - Present)
- 2nd Vice President, Transitions @ (August 2020 - June 2023)
- VP Branch Office Support and Development @ (April 2013 - August 2020)
- VP, Client Services @ COR Clearing (March 2002 - March 2013)
- Client Services @ Kirkpatrick Pettis (January 1998 - January 2002)
- Mutual Fund Analyst and Client Services @ TD Ameritrade (January 1994 - January 1998)
- Teller @ (January 1992 - January 1994)
- Intern @ (January 1992 - January 1993)
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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