Brian Cowles
Vice President - Regional Director at Ares Wealth Management Solutions
Based in Steamboat Springs, United States
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Seniority
Vp
Department
General Business & Management
Location
Steamboat Springs
Industry
Investment Management
Company size
70
Contact information
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b•••••••@areswms.com
Phone
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Background
About Brian Cowles
An experienced Vice President Regional Director leveraging over 22 years in the financial industry with demonstrated skills as a wire house financial advisor and a wholesaler to proficiently distribute financial products. Strong technical and industry qualifications with an impressive background of long-term relationships in the independent, regional, warehouse and bank channels. Proven ability to successfully analyze a territory, identify efficient rotations for coverage based on selling group and advisor saturation. Has a deep understanding how to successfully manage distribution in multiple states; working with several financial products both public and private. Has a clear understanding of: • Reg. D, Non-traded REIT's (Perpetual & Finite), Interval Funds and Traded REIT offerings • Private Placement, Partnership Structures and Private Equity • 1031\721 UPREIT Exchanges (DST and TIC structures) • Income, value add, growth focused alternative strategies • Previously registered continuing education instructor for: Life Insurance, CLU, CFP, CPE
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