Executive Vice President | Head Of Wealth Transformation@ Truist Wealth
Greater Richmond Region
Brian Aker
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Virginia Commonwealth University - School of Business
Real-Time AI Research
FlashIntel GPT
Tell me more about Brian Aker?
FlashIntel GPTBrian Aker is a Senior Executive with 20 years of experience in guiding transformational change in complex environments. He believes in effective collaboration and creative innovation, and believes that effective collaboration and creative innovation should be key to the work culture. With a background in financial services, Brian has held various leadership positions in renowned companies such as Truist Wealth, BB&T, and BB&T. He has also worked as a Senior Executive at GE Capital and a Senior Advisor at GE Capital. Brian's expertise lies in portfolio management, investments, and relationship management. He is based in the United States.
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🌀 𝗦𝗲𝗻𝗶𝗼𝗿 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲 𝘄𝗶𝘁𝗵 𝟮𝟬+ 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗴𝘂𝗶𝗱𝗶𝗻𝗴 𝘁𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗵𝗮𝗻𝗴𝗲 𝗶𝗻 𝗰𝗼𝗺𝗽𝗹𝗲𝘅 𝗲𝗻𝘃𝗶𝗿𝗼𝗻𝗺𝗲𝗻𝘁𝘀.As an executive leader, I believe effective collaboration and creative innovation should always be a main focus. Dynamic business transformations stemming from large-scale mergers, multi-faceted integrations, and platform overhauls demand these qualities as an integral part of the work culture.
Work Experience
Executive Vice President | Head Of Wealth Transformation
Financial Services
Brian Aker's Professional Milestones
- Business Analysis Manager | First Vice President (2004-03-01~2007-04-01): Implementing data-driven insights to drive strategic decision-making and optimize business performance.
- Chief Administrative Officer - Retail (2019-01-01~): Streamlined operations, improving efficiency and accuracy of retail operations.
Education
Business Administration And Management,
General,
Business Administration And Management, General
1999-2005Skill
Financial Services
Series 7
Strategy
Business Analysis
Series 63
Portfolio Management
Investments
Relationship Management
Management
Securities
Investment Advisory
Investment Strategies
Business Strategy
Wealth Management
Mutual Funds
Equities
Asset Allocation
Fixed Income
Certification
Colleagues
Michael Hyman
Project Management Owner | Scrum Master | Strategic Enablement | Team Leadership
Oscarlyn Elder, CFA, CAIA
co-chief investment officer truist advisory services inc truist wealth
Cece Baute Mavico
Chief Operating Officer
Vonnie Pridemore
senior managing director wealth brokerage chief administrative officer truist investment services inc truist wealth
Steven Cavalleiro, CFP®
Assistant Vice President Financial Advisor
Other Named Brian Aker
Frequently asked questions
We found 5 Brian Aker's email addresses
We found 1 Brian Aker's phone numbers
Brian Aker's social media include: Linkedin,
Brian Aker works for Truist Wealth
Brian Aker's role in Truist Wealth is Executive Vice President | Head Of Wealth Transformation
Brian Aker works in the industry of Financial Services
Brian Aker's colleagues are Michael Hyman,Oscarlyn Elder, CFA, CAIA,Cece Baute Mavico
Brian Aker's latest job experience is Executive Vice President | Head Of Wealth Transformation at Truist Wealth
Brian Aker's latest education in Virginia Commonwealth University - School of Business
