Bryan P. Email & Phone Number
Regional Vice President @ 401kInABox
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Bryan P. Location
- Philadelphia, PA, US
Bryan P. Work
- Regional Vice President @ (August 2026 - Present)
- Business Development Director @ (March 2025 - August 2026)
- Retirement Plan Specialist @ (January 2017 - January 2024)
- Associate Retirement Consultant @ (March 2011 - December 2016)
- Head of Equity Trading - Retirement Plans @ (January 2008 - February 2010)
Bryan P. Education
- University of Pennsylvania
Bachelor's Degree (Economics)
Bryan P. Skills
- 401(k) Retirement Savings Plans
- 457 Plans
- Account Executives
- Account Management
- Active Listening
- Alternative Investments
- Asset Allocation
- Benchmarking
- Benefits Analysis
- Business Consulting
- Business Development
- Business Planning
- Business Relationship Management
- C(k)P
- Cash Balance
- Client Presentation
- Client Services
- Coaching
- Communication
- Complex Sales
- Consultative Selling
- Consulting
- Cross-team Collaboration
- Customer Experience
- Customer Satisfaction
- Customer Service
- Data Analysis
- Defined Benefit
- Direct Sales
- ERISA
- Economics
- Employee Benefits
- Employee Benefits Design
- Employee Engagement
- Employee Relations
- English
- Executive Benefit Strategies
- External Clients
- Face-to-Face Sales
- Fiduciary
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Services
- Finra
- HR Strategy
- Health Benefits Administration
- Hold Series 7
- Human Resources (HR)
- Human Resources Information Systems (HRIS)
- Insurance
- Internal & External Clients
- Interpersonal Skills
- Investment Banking
- Investment Products
- Investments
- Lead Generation
- Life & Health Insurance Licenses
- Market Planning
- Marketing
- Mergers & Acquisitions (M&A)
- Microsoft Outlook
- Middle Market Companies
- Mutual Funds
- Negotiation
- New Business Development
- New Business Opportunities
- New Product Release
- Non-Qualified Deferred Compensation
- Open Enrollment
- Outbound Sales
- Presentations
- Problem Solving
- Product Knowledge
- Relationship Building
- Relationship Development
- Research Skills
- Retirement Plan Consulting
- Retirement Planning
- Sales
- Sales Consulting
- Sales Processes
- Sales Strategy
- Salesforce.com
- Series 66
- Strategic Financial Management
- Strategic Planning
- Strategy
- Team Leadership
- Teamwork
- Total Rewards Strategies
- Trading
- Training
- Trusting Relationships
- U.S. Family and Medical Leave Act (FMLA)
- Video Conferencing
- Wealth Management Services
- Working with Brokers
- Public Speaking
- Microsoft Word
- Equities
- Non Qualified Deferred Compensation
- 401K Retirement Savings Plans
- Life And Health Insurance Licenses
- Ckp
- 401 Retirement Savings Plans
Bryan P. Summary
- Bryan P., based in Philadelphia, PA, US, is currently a Regional Vice President at 401kInABox. Bryan P. brings experience from previous roles at John Hancock, Bank of America Merrill Lynch and Merrill Lynch. Bryan P. holds a Bachelor's Degree in Economics @ University of Pennsylvania. With a robust skill set that includes 401(k) Retirement Savings Plans, 457 Plans, Account Executives, Account Management, Active Listening and more. Bryan P. has 1 mobile phone numbers on RocketReach.
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