Brian M Pasalich

New York, New York, US

Financial leader/principal w/ two decades in advisor dev. entrepreneur, Founder Institute mentor
Brian M's Skills
Strategic Financial Planning
Series 7
Sales Management
Organizational Development
New Business Development
Mutual Funds
Leadership Development
Financial Planning
Financial Management
Customer Relations
Customer Management
Customer Insight
Customer Engagement
Customer Acquisition
Change Management
Business Strategy
Business Process
Business Planning
Business Networking
Building Strong Relationships
Asset Management
Asset Allocation
Business Development

Startup Experience

Founded 2+ startups

Age Group


About Brian M

Financial services leader/principal looking for a cofounder in fintech space. Being passionate about helping people is key, enjoy failing up, have child-like curiosity and ideally have startup/PM focus. Is this might be you or you are just a bit intrigued, please message me.

Financial services leader/principal with 16+ years’ experience building high-end sales teams and extensive experience turning teams
around. Consistently met/exceeded sales objectives at a minimum of 180% of plan. Turned around office from #22 to #1 in one year’s
time, earning top recruiter award two years in row. Coached, trained and supported over 400 advisors during time in career.
Advised/consulted multiple startups in biz dev, team building, client acquisition. Mentor with FI NYC & Zagreb, Croatia, along with
volunteer & board member for multiple non-profits.


It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat. - Teddy Roosevelt

Work Experience

National Practice Leader


April 2016 - October 2017

AdvisorConnect’s industry cloud solution redefines the way that enterprises support and enable their field salesforce to grow revenue, reduce turnover and develop talent. The AdvisorConnect platform replaces outdated and manual processes with a digital solution built specifically for the insurance agent and financial advisor of the future. By leveraging deep domain expertise, advanced machine learning, and data science, the AdvisorConnect platform more than doubles the pipeline generated per rep and cuts non-revenue producing activities in half. AdvisorConnect’s virtual coach provides ongoing advice and support for agents and advisors, as well as their managers. The AdvisorConnect platform is available to both enterprises and teams. Based in Brooklyn, New York, the AdvisorConnect team includes seasoned financial services professionals and an engineering team with diverse backgrounds in both consumer and enterprise technology.



October 2017 - Today

B2B Insurtech platform


University of Montana


1994 - 1998


Series 24


Series 7


Series 65