Rob Brown

I have over 25 years of success driving record levels of sales and productivity improvements for financial services firms.

My expertise is in assessing sales and operations procedures and talent, and developing actionable plans that grow revenue, create efficiencies, and build client loyalty.

Deep knowledge of the financial services industry, my personal expertise is in acquiring and retaining key clients, driving sustainable growth, and maximizing shareholder value.

Proudly, I have been an invited speaker for the Securities Industry and Financial Markets Association (SIFMA) and American Bankers Association (ABA) where I presented on such topics as:

* Use of Intranet Best Practices to Build Sales and Efficiency.
* Integrating Traditional Broker/Dealer into Bank Holding Company.
* Building Client Loyalty.

My knowledge of wealth management combined with my experience working with high net worth clients has led to success as a fundraiser for non-profit organizations.

• Securities Industry and Financial Markets Association (SIFMA)

• FINRA Series 7, 9, 10, 63 and 65 Licenses

• Life and Health Insurance Licenses

1. Strategic Planning
2. Sales Management
3. Fundraising
4. Technology Implementations
5. Stakeholder Analysis
6. Team Building
7. Organizational Development
8. Business Strategy
9. Coaching
10. Public Speaking
11. Business Planning
12. Marketing Strategy
13. Management Consulting
14. Consultative Selling

• Volunteer Experience

  • Trustee, Fundraising

    Hampton Roads Academy

    • Education
    May 2006 – May 2009 (3 years 1 month)

  • Elder, Stewardship Leader, Clerk of Session

    Williamsburg Presbyterian Church

  • Board Member, Capital Campaign Coordinator

    Grove Christian Outreach Center

    • Social Services