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
Sales
Recruiting
Organizational Development
Non-profits
New Business Development
Networking
Mutual Funds
Mentoring
Leadership Development
Financial Planning
Financial Management
Entrepreneurship
Customer Relations
Customer Management
Customer Insight
Customer Engagement
Customer Acquisition
Coaching
Change Management
Business Strategy
Business Process
Business Planning
Business Networking
Building Strong Relationships
Asset Management
Asset Allocation
Business Development
Background

Startup Experience

Founded 2+ startups

Age Group

36-55

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.

Quote

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

AdvisorConnect

April 2016 - Today

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.

Education

University of Montana

Microbiology

1994 - 1998