Bryan Dudones

Past

President at Nexus Financial Management, LLC
Assistant Vice President at Merrill Lynch
Investor Services Advisor at Merrill Lynch

Analyst at Merrill Lynch

see less...

1 more...

Education

University of Central Florida - College of Business Administration

Recommended

4 people have recommended Bryan

Connections

75 connections

Industry

Financial Services

Bryan Dudones’s Summary

Seasoned Financial Services Professional with over 12 years of progressive experience willing to relocate. Demonstrated success building relationships to develop business; strong competencies in strategic planning, investment products, compliance, and team development. Possess solid analytical talents with commitment to continually streamline workflow and deliver comprehensive industry training to affect substantially improved productivity and service. Professional attention to detail; able to analyze and structure financial solutions based on client-specific objectives. Thrive in dynamic environments requiring quick, strategic thinking and commitment to bottom-line results.

Bryan Dudones’s Specialties:

Licenses and Designations: Series 7 and 66 (previously held Series 9/10), Registered Investment Advisor;
Professional Development: Financial Advisors Perspectives for the New Millennium;
Technical Proficiencies: Schwab PortfolioCenter, Siebel CRM, Microsoft Word, Excel, PowerPoint

Bryan Dudones’s Experience

President

Nexus Financial Management, LLC

(Investment Management industry)

January 2006 — September 2009 (3 years 9 months)

Directed all operational aspects of this fee-only investment advisory firm. Interacted extensively with clients to determine short and long-term investment goals; actively managed portfolios using mutual funds, ETFs, stocks, and bonds. Researched and developed strategies specific to client needs; met fiduciary standards. Performed financial analyses in order to effectively forecast business, industry, and economic conditions; compiled and assessed financial statements, long-term trends, economic data, and financial periodicals. Delivered influential presentations that relayed portfolio analysis and potential viability. Managed various operational functions including business enhancement, strategic planning, and revenue growth. Built and maintained long-term relationships with clientele; aggressively prospected and acquired new clients through various marketing efforts.

** Established and built this Investment Advisory firm; secured and grew client base by consistently providing quality financial advice.

** Implemented various business development tactics in order to optimize operations.

** Collaborated with clients to establish personal goals and determine financial needs; recommended appropriate asset mix for portfolio and executed investment strategies.
Assistant Vice President

Merrill Lynch

(Public Company; MER; Financial Services industry)

February 2001 — November 2005 (4 years 10 months)

Built solid career and outstanding reputation for providing sound leadership and innovative solutions while advancing through positions of increased responsibility and authority. Provided sound investment advice and management services in order to expand premier client base with total assets of more than $5B. Served as Subject Matter Expert (SME) for both peers and senior management; provided expertise and support, facilitating business growth. Identified business opportunities and ensured adherence to standard FAC investment processes. Supervised team of 10-15 Advisors; monitored client interactions, maximized production, and monitored daily results.

** Instrumental in realizing a significant increase in client satisfaction levels; improved satisfaction to 87% highly satisfied representing a gain of 27 percentage points.

** Played key role in realizing a substantial improvement of client attrition rates; successfully maintained client data and new business pipeline.

** Built a highly productive team focused on consistently delivering in several key areas including revenue, new assets, schedule adherence, client satisfaction, and total number of client contacts.

** Formulated innovative sales campaigns based on current market conditions; enhanced firm image and drove new business.

** Managed all escalated client issues in an effort to realize zero defects.

** Created continuous training and development opportunities, which aided in attracting, securing, and retaining new talent.

** Recognized for outstanding contributions; recipient of highest employee rating Achieved with Distinction, for 2 consecutive years.
Investor Services Advisor

Merrill Lynch

(Public Company; MER; Financial Services industry)

January 2000 — February 2001 (1 year 2 months)

Offered comprehensive information regarding various investment products; researched and recommended financial services to clients based on specific financial objectives. Communicated frequently with clients to ensure optimal service and satisfaction, retain customer base, and build new business with existing clientele. Provided industry expertise and guidance to colleagues; mentored and trained new Advisors.

** Interacted extensively with clientele; established goals, determined needs, and recommended investment products and solutions that consistently met financial objectives.

** Instituted a consistent follow-up strategy with clients, which increased revenue and new asset levels.

** Managed daily inbound and outbound client call volumes, resulting in high client satisfaction.
Analyst

Merrill Lynch

(Public Company; MER; Financial Services industry)

May 1997 — January 2000 (2 years 9 months)

Held full accountability for coordinating and managing various mutual fund initial offerings; placed offshore mutual fund subscription, redemption, and exchange trades. Generated reports detailing weekly trading statistics and highlights for senior management. Analyzed and resolved trading issues. Delivered comprehensive training sessions to new personnel.

** Drove business growth and productivity; assessed and restructured team processes in order to streamline operations.

** Instrumental in reducing firm exposure by successfully identifying and resolving team errors.

Bryan Dudones’s Education

University of Central Florida - College of Business Administration

Bachelor of Science , Finance , 1995 — 1997

Additional Information

Bryan Dudones’s Interests:

travel, outdoors, basketball, coaching youth sports

Bryan Dudones’s Groups:

Volunteer at the YMCA of Florida's First Coast

Merrill Lynch Alumni
University of Central Florida Alumni
BROKERHUNTER.com™ - Bringing Financial Services Professionals and Employers Together (SM)
TD Ameritrade
Chicago Cubs MLB Group
RIA Marketplace™
UCF College of Business Alumni
Jacksonville Jaguars Fan Club
401(k)
Mutual Fund and Investment Jobs and Careers
Financial Services Career Center™
Investment Professionals Group
WallStJobs.com - find | be found Leader in Financial Services Jobs, Bank Jobs, Insurance Jobs.
Networking in Jacksonville
E-Recruitment Group (Post Jobs) (Post Resumes) Concept by Group of Sr. Recruiters
Financial Services Career Group - eFinancialCareers US
FINRA Licensed Professionals
Finance Club
InvestmentNews