Joe Bruns
About Joe Bruns
Joe Bruns serves as the Stable Asset Sales Director and has a background in wealth management and sales. He has held various leadership positions at notable financial institutions, including JPMorgan and T. Rowe Price.
Current Role as Stable Asset Sales Director
Joe Bruns currently holds the position of Stable Asset Sales Director. In this role, he is responsible for overseeing sales strategies and initiatives related to stable asset products. His expertise in sales and client management contributes to the growth and development of the organization’s offerings in this sector.
Professional Experience in Wealth Management
Joe Bruns has extensive experience in wealth management. He served as Vice President of Wealth Management at Fulton Financial Advisors from 2009 to 2012. In this capacity, he focused on client relationships and financial strategies, enhancing the firm's service offerings during his tenure.
Sales Leadership at JPMorgan
Bruns worked at JPMorgan as Vice President of Sales from 2007 to 2009. His role involved managing sales operations and developing client relationships, contributing to the bank's overall sales performance in the competitive financial services market.
Client Consulting at Manning & Napier Advisors
From 2012 to 2014, Joe Bruns was employed at Manning & Napier Advisors as Vice President and Client Consultant. His responsibilities included advising clients on investment strategies and ensuring their financial goals were met through tailored solutions.
Educational Background in Economics
Joe Bruns studied at the University of Maryland Baltimore County, where he earned a Bachelor of Arts in Economics from 1989 to 1992. This educational foundation provided him with essential knowledge and skills applicable to his career in finance and sales.
Sales Executive Experience at T. Rowe Price
Bruns worked at T. Rowe Price as a Vice President Sales Executive from 2000 to 2007. His role involved driving sales initiatives and building relationships with clients, which played a significant part in the firm's growth during that period.