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Bryan Yvon Location
Atlanta, GA, US
Bryan Yvon Work
Senior Vice President @ (August 2025 - Present)
Director of Investor Relations, Senior Consultant @ (June 2021 - August 2025)
Senior Vice President @ (December 2019 - April 2021)
Regional Vice President @ (April 2016 - December 2019)
First Vice President @ Carey Financial (October 2013 - March 2016)
Regional Director @ (April 2011 - October 2013)
Regional Vice President @ Transamerica Capital, Inc (November 2008 - October 2010)
Regional Vice President @ RiverSource Distributors, Inc (March 2006 - November 2008)
Regional Vice President @ New York Life Investment Mgt (April 2005 - March 2006)
Regional Vice President @ Mainstay Asset Management (November 2002 - April 2005)
Regional Sales Manager @ (December 2001 - November 2002)
Phoenix Investment Partners @ 5 yrs 1 mo (November 1996 - January 2000)
Financial Service Representative and Registered Representative @ (April 1994 - November 1996)
Bryan Yvon Education
University of Rhode Island - College of Business
BS (Business Admin)
1989-1994
Bryan Yvon Skills
Sales Processes
Interpersonal Skills
Solution Selling
Thinking Skills
Phone Etiquette
Group Presentations
Federal Regulations
Presentation Skills
Presentations
Expense Management
Wholesale
Education/Training
Client Presentation
Fundraising
Teamwork
Account Management
Marketing Strategy
Wealth Accumulation
Direct Sales
Fixed-Income Investing
Relationship Development
New Business Development
Business Development
Mutual Funds
Series 7
Separately Managed Accounts
Series 63
Asset Allocation
Wealth Management
Alternative Investments
Investments
Retirement Planning
Investment Advisory
Asset Managment
Securities
Investment Strategies
Equities
Portfolio Management
IRAs
Investment Management
Bonds
Sales
Financial Markets
Asset Management
Financial Advisory
Financial Services
Fixed Annuities
Sales Operations
Etfs
Series 65
Sales Management
Managed Money
Real Estate Investment Trust (REIT)
Regulation D
Strategic Planning
Financial Analysis
Separately Managed
Project Management
Microsoft Office
Research
Marketing
Finance
Bryan Yvon Summary
Bryan Yvon, based in Atlanta, GA, US, is currently a Senior Vice President at ExchangeRight Real Estate. Bryan Yvon brings experience from previous roles at BC Partners, Waypoint Residential, Resource America and Carey Financial. Bryan Yvon holds a 1989 - 1994 BS in Business Admin @ University of Rhode Island - College of Business. With a robust skill set that includes Sales Processes, Interpersonal Skills, Solution Selling, Thinking Skills, Phone Etiquette and more. Bryan Yvon has 2 emails and 4 mobile phone numbers on RocketReach.
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