Brian French
Owner and CEO, Estate Settlement LLC
Business Profile: Over 25 years of marketing experience as a financial advisor, bank Vice President and trust officer. Niche marketing service provider for probate attorneys, appraisers, and other professionals. Owner of 25 internet web sites including: EstateSettlement.com and FreeProbateforms.com. Writer and lecturer. Consulting services available on internet marketing strategies.
Internet Web site Nationwide (U.S.) referral platform for professionals
Premiere web site in U.S. to assist consumers in the process of estate settlement and probate. Achieved top search engine rankings: Google, Yahoo!, & MSN . Revenues generated by paid professional directory listings for: attorneys, accountants, appraisers and financial advisors. Over 18,000 page views monthly. Traffic growing at a 30% monthly rate. Web site creates hundreds of potential sales leads for professionals each month.
Brian French Career Background
Regions Bank / Morgan Keegan
Financial Advisor - Tampa, Florida
New business development for financial advisory practice.
SYNOVUS TRUST COMPANY
Vice President & Portfolio Manager
Regional Portfolio Manager and Business Development Officer for Private Wealth Management Division. Portfolio Manager of over $225 million in managed assets. Active in new business development.
MERRILL LYNCH -PRIVATE INVESTORS (presently BlackRock over $1 trillion in assets)
Vice President & Regional Portfolio Manager
Portfolio manager for high net worth individuals with a minimum account size of $1 million. Successfully grew assets under management to over $325 million through investment seminars and team based marketing strategies.
SUNTRUST TRUST & INVESTMENTS SERVICES GROUP
Vice President & Trust Investment Officer
Portfolio Manager for personal trust and endowment funds. Manager of the department’s largest and most sensitive relationships (approximately 300 accounts with a value of $350 million). Received highest SunTrust performance rating.
SOUTHTRUST ESTATE & TRUST CO. (presently Wachovia)
Vice President & Manager Trust Investment Division for Florida
Senior Investment Officer & Portfolio Manager. Responsible for the management of the trust investment division in Florida including 7 regional trust offices. Worked closely with CEO and President in developing business strategies. Instrumental in the organizations rapid growth from $150 million to over $750 million in managed assets. Brian French was Chairman of Trust Investment Committee and supervisor of trading. Developed trust marketing manual.
FIRST NATIONAL BANK OF CLEARWATER (presently Regions Bank)
Trust Investment Officer and Equity Investment Analyst
Portfolio Manager and analyst for $1 billion trust department. Responsible for fundamental investment research on all common stocks held by trust department. Produced in-depth research reports. Communicated directly with top Wall Street analysts.
Independence Securities (presently Wachovia Securities)
Brian French served as Director of Investment Research and senior common stock analyst.
Brian French Education:
The Institute of Chartered Financial Analysts
Chartered Financial Analyst / Completed Level 2
Charlottesville , Virginia
Fellow, Association for Investment Management & Research (expired)
Member of the Financial Analysts Society of Central Florida
University of South Florida , Tampa , Florida
Bachelor of Arts Degree Double Major: Finance & Business Administration
- Advanced Trust Investment Studies - Notre Dame University, Cannon Financial
- Florida Graduate Trust School 2007
- NASD Investment securities series 7 and 66 licenses
Brian French: Personal
Web designer and developer. Marketing writer and lecturer. Married with two children. Active in community service as a Stephen Minister. Home town: Darien, CT Avid Red Sox fan. Border Collie (Missy)
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