Join Colin Lake, on January 20 at 11:00 AM (EST) ft. Brendan Lake for the next episode of 7 Minutes to Better Selling Podcast.
ABOUT GUEST
Throughout his career, Brendan has helped grow new and existing business units within financial services into large profit centers. Since 2008, Brendan has built PPB's infrastructure, recruited a senior leadership team, and shepherded the business through the financial crisis to achieve financial stability and profitability. As CEO, he has led the charge in developing over 80 limited partnerships and limited liability companies while continuously developing a robust countrywide network of registered investment advisors, single & multifamily offices and bank wealth groups.
In addition, Brendan has extensive experience in negotiations with wealth advisors and asset management firms.
Brendan earned a bachelor's degree from Temple University and a master's degree from the University of Pennsylvania. Brendan holds the Series 7, 63, and 65 securities licenses.