Bryan Sauceda Email & Phone Number
Settlement Planner @ Amicus Settlement Planners
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Bryan Sauceda Location
- Lubbock, TX, US
Bryan Sauceda Work
- 2024 -now Settlement Planner and Financial Advisor @
- 2024 -now Settlement Planner @
- 2019 -now Financial Planner @
- 2019 -2019 Managing Director @
- 2017 -2019 Senior Planner @ PFG Advisors
- 2016 -2016 Financial Planning and Advice Intern @
- 2014 -2016 Licensed Customer Service Representative @ Farmers Insurance - Tommy Potts Agency
- 2005 -2009 Team Lead @
Bryan Sauceda Education
- The American College of Financial Services
Master of Science - MS (Financial Planning with a Concentration in Retirement Planning)
2021-2022 - Texas Tech University
Bachelor of Science - BS (Personal Financial Planning)
2014-2016
Bryan Sauceda Skills
- Leadership
- Team Building
- PowerPoint
- Social Media
- SAP
- Public Speaking
- Sales
- Financial Planning
- Data Analysis
- Veterans
- Team Management
- Team Leadership
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Time Management
- Customer Service
- Military
- Management
- Research
- Analysis
Bryan Sauceda Summary
- Bryan Sauceda, based in Lubbock, TX, US, is currently a Settlement Planner at Amicus Settlement Planners. Bryan Sauceda brings experience from previous roles at Amicus Case Resolution, Amicus Financial Advisors, LLC, Advisers Investment Managagement, Inc. and PFG Advisors. Bryan Sauceda holds a 2021 - 2022 Master of Science - MS in Financial Planning with a Concentration in Retirement Planning @ The American College of Financial Services. With a robust skill set that includes Leadership, Team Building, PowerPoint, Social Media, SAP and more. Bryan Sauceda has 2 emails on RocketReach.
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Top Amicus Settlement Planners Employees
Greg Maxwell
Settlement Planning Attorney | Partner
Bountiful, UT, US
Danielle Whitlock
Client Services Manager
United States
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