Brian Freeman and I have worked as colleagues in the areas of data structure, analysis and visualization. His ability to clearly identify gaps, articulate the issues in a simplified way and propose viable solutions for maximizing sales efforts combine to provide a unique and expert skill set.

Brian is a highly effective sales strategist. He was the architect of our data analytics effort which significantly enhanced the productivity of our sales outreach, portfolio manager travel, as well as advisor engagement. Brian is highly committed and a true professional in our industry, and a great colleague.

I would definitely listen to what Brian has to say about sales growth, data, technology, and matching products to the marketplace. I have known Brian very well for nearly 20 years, and he has always had good listening skills and a grasp of leading technology and experience in marketing to help business growth.

For me, Brian’s biggest impact comes from his ability to understand the broader business goals and be an advocate for the role that sales should play in the process. Brian’s ability to “speak the language” of both business and sales has been instrumental in setting and accomplishing some of the major goals of this firm

Upon my retirement, Brian was without doubt viewed as the most knowledgeable and relied upon individual in the entire sales organization. Brian’s experience encompassed, sales, sales management, marketing, technology and data management, along with anything else we needed for success.