Financial Services Professional@ MassMutual
San Diego, California, United States
Brian James Southard
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FlashIntel GPTBrian James Southard is a highly experienced professional with 15.3 years of work experience in the financial services industry. He specializes in budget process, life insurance, income protection, and making finance fun. Based in the United States, Brian provides total financial needs analysis through a network of experienced professionals. He has expertise in retirement analysis, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. Brian is licensed to sell insurance in CA and has a license number of 0J06498.
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Emails and Phone Numbers
About
I provide total financial needs analysis through a network of experienced professionals with expertise in:• Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust servicesI am licensed to sell insurance in CA. Insurance License Number 0J06498
Work Experience
Financial Services Professional
Financial Services
Brian James Southard's Professional Milestones
- Financial Services Professional (2015-01-01~): Streamlined financial processes for improved efficiency and accuracy, resulting in improved financial performance.
- Legal Consultant (2010-10-01~2012-10-01): Provided expert legal advice, ensuring compliance and safeguarding the legal foundation for future business interests.
Skill
Budget Process
Life Insurance
Income Protection
Making Finance Fun
Insurance
High Net Worth Individuals
Investments
Employee Benefits
Asset Protection
Wealth
Disability Insurance
Fixed Annuities
Finance
Customer Service
Microsoft Office
Team Building
Long Term Care
Retirement
Financial Services
Leadership
Certification
Colleagues
Dwayne Holloman
Business Owner at YCE PRODUCTIONS
Narmada Chekka
product owner | scrum master - platform and product experience at massmutual | cspo csm btech
Kevin Perrigo, Ph.D., CSPO
Product Management | Product Owner | Change Management | Insurance Claims | Regulatory Compliance | Contract Management
Cheryl Pooler
owner at cap sportswear
Kim Johnson
product owner at massmutual #afrotech2023
Other Named Brian James Southard
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Brian James Southard's social media include: Linkedin,
Brian James Southard works for MassMutual
Brian James Southard's role in MassMutual is Financial Services Professional
Brian James Southard works in the industry of Financial Services
Brian James Southard's colleagues are Dwayne Holloman,Narmada Chekka,Kevin Perrigo, Ph.D., CSPO
Brian James Southard's latest job experience is Financial Services Professional at MassMutual
