2023 -
now Director, Cash Management Solutions @ Osaic
2016 -
2021 Product Management Consultant @
2013 -
2016 New Client Sales Consultant @
2012 -
2013 Financial Representative @
Wesley Brown Education
University of Nebraska at Omaha
Bachelor's (Business Administration)
2005
-
2011
Omaha Central High School May 2004
High School Diploma
2001
-
2004
Creighton Prep 2000
-
2001
Wesley Brown Skills
Customer Service
Retirement Planning
Fixed Annuities
IRAs
401k
401k Rollovers
Variable Products
Money Management
Roth IRA
Series 7
Strategic Financial Planning
Investment Advisory
Securities
Investments
Retirement
Mutual Funds
Variable Annuities
College Savings Plans
Financial Advisory
Retirement Savings
Qualified Retirement Plans
Wealth Management
Financial Services
Uniform Combined State Law
Stock Management
Disability Insurance
Life Insurance
Sales
Alternative Investments
Wesley Brown Summary
Wesley Brown, based in Omaha, NE, US, is currently a Director, Cash Management Solutions at Osaic. Wesley Brown brings experience from previous roles at Securities America Inc., TD Ameritrade and Mutual of Omaha. Wesley Brown holds a 2005 - 2011 Bachelor's in Business Administration @ University of Nebraska at Omaha. With a robust skill set that includes Customer Service, Retirement Planning, Fixed Annuities, IRAs, 401k and more. Wesley Brown has 3 emails and 2 mobile phone numbers on RocketReach.
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