Brian Conneely, CIMA®
President at Peak Capital Solutions- Claim this Profile
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Topline Score
Bio
John Cadigan
I have had the pleasure of working with Brian during his tenure at Rydex-SGI and have come to admire many of his professional (and personal) attributes. Explain the mission and Brian will seek to obtain the desired results on his own accord. He has a work ethic that is second to none, has solid relationships within the larger more meaningful institutions and is liked by all who are fortunate to meet his acquintance. Brian has always been willing to share his perspective and experience both formally during sales calls or through reaching out to team members on an unsolicited basis. You will find no individlual more open, honest or ethical and it is with great reverence that I consider Brian my friend.
Gregg Ruvoli
I've had the pleasure of working with Brian for several years at Allstate Financial and Rydex Investments. Brian demonstrates an excellent work ethic, is extremely client focused, is a terrific relationship builder and is results oriented. In addition, Brian has strong technical proficiency with a broad array of financial products and his business and industry acumen is top notch. Brian's level of integrity and his character are unsurpassed. ~Gregg A. Ruvoli
John Cadigan
I have had the pleasure of working with Brian during his tenure at Rydex-SGI and have come to admire many of his professional (and personal) attributes. Explain the mission and Brian will seek to obtain the desired results on his own accord. He has a work ethic that is second to none, has solid relationships within the larger more meaningful institutions and is liked by all who are fortunate to meet his acquintance. Brian has always been willing to share his perspective and experience both formally during sales calls or through reaching out to team members on an unsolicited basis. You will find no individlual more open, honest or ethical and it is with great reverence that I consider Brian my friend.
Gregg Ruvoli
I've had the pleasure of working with Brian for several years at Allstate Financial and Rydex Investments. Brian demonstrates an excellent work ethic, is extremely client focused, is a terrific relationship builder and is results oriented. In addition, Brian has strong technical proficiency with a broad array of financial products and his business and industry acumen is top notch. Brian's level of integrity and his character are unsurpassed. ~Gregg A. Ruvoli
John Cadigan
I have had the pleasure of working with Brian during his tenure at Rydex-SGI and have come to admire many of his professional (and personal) attributes. Explain the mission and Brian will seek to obtain the desired results on his own accord. He has a work ethic that is second to none, has solid relationships within the larger more meaningful institutions and is liked by all who are fortunate to meet his acquintance. Brian has always been willing to share his perspective and experience both formally during sales calls or through reaching out to team members on an unsolicited basis. You will find no individlual more open, honest or ethical and it is with great reverence that I consider Brian my friend.
Gregg Ruvoli
I've had the pleasure of working with Brian for several years at Allstate Financial and Rydex Investments. Brian demonstrates an excellent work ethic, is extremely client focused, is a terrific relationship builder and is results oriented. In addition, Brian has strong technical proficiency with a broad array of financial products and his business and industry acumen is top notch. Brian's level of integrity and his character are unsurpassed. ~Gregg A. Ruvoli
John Cadigan
I have had the pleasure of working with Brian during his tenure at Rydex-SGI and have come to admire many of his professional (and personal) attributes. Explain the mission and Brian will seek to obtain the desired results on his own accord. He has a work ethic that is second to none, has solid relationships within the larger more meaningful institutions and is liked by all who are fortunate to meet his acquintance. Brian has always been willing to share his perspective and experience both formally during sales calls or through reaching out to team members on an unsolicited basis. You will find no individlual more open, honest or ethical and it is with great reverence that I consider Brian my friend.
Gregg Ruvoli
I've had the pleasure of working with Brian for several years at Allstate Financial and Rydex Investments. Brian demonstrates an excellent work ethic, is extremely client focused, is a terrific relationship builder and is results oriented. In addition, Brian has strong technical proficiency with a broad array of financial products and his business and industry acumen is top notch. Brian's level of integrity and his character are unsurpassed. ~Gregg A. Ruvoli
Credentials
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Certified Investment Management Analyst (CIMA)
Investment Management Consultants Association® (IMCA®)Jan, 2016- Nov, 2024 -
FINRA Series 7, 24, 79, 63, 65,
FINRA (Financial Industry Regulatory Authority)
Experience
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Peak Capital Solutions
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United States
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Investment Management
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1 - 100 Employee
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President
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May 2021 - Present
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Waypoint Residential
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United States
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Real Estate
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1 - 100 Employee
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Managing Director / National Sales Manager
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Nov 2019 - May 2021
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Managing Director
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Feb 2019 - Nov 2019
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Managing Director
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Feb 2019 - Nov 2019
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Managing Director / External Sales
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Sep 2017 - Apr 2019
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Managing Director / External Sales
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Sep 2017 - Apr 2019
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W. P. Carey Inc.
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Bahrain
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Leasing Non-residential Real Estate
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100 - 200 Employee
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Regional First Vice President
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Feb 2010 - Jun 2017
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First Vice President
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Jan 2010 - Jun 2017
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Regional Vice President
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Aug 2009 - Feb 2010
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Rydex Investments
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Financial Services
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1 - 100 Employee
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Director
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Oct 2007 - Jun 2009
Wholesale Rydex/SGI Mutual Funds and SMA's throughout the NYC Metro Area Wholesale Rydex/SGI Mutual Funds and SMA's throughout the NYC Metro Area
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Sun Life
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Financial Services
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700 & Above Employee
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Regional Vice President
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Mar 2006 - Oct 2007
Wholesale SunLife Variable Annuity products for the Wirehouse Channel throughout the NYC Metro Area Wholesale SunLife Variable Annuity products for the Wirehouse Channel throughout the NYC Metro Area
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Allstate Financial Services, LLC
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United States
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Financial Services
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700 & Above Employee
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Regional Vice President
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Dec 2000 - Mar 2006
Wholesaled Allstate Variable and Fixed Annuities for the Wirehouse/Broker Dealer Divison throughout the Northeast Wholesaled Allstate Variable and Fixed Annuities for the Wirehouse/Broker Dealer Divison throughout the Northeast
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Manager
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May 2000 - Dec 2000
Managed an Internal Sales Desk at Morgan Stanley Insurance Services Department consisting of 12 internal wholesalers
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Internal Wholesaler
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Feb 1999 - May 2000
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Education
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2015 - 2015
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst® -
1997 - 1998
Hofstra University
BBA, Marketing -
1994 - 1997
Siena College
Marketing and Management
Community
