Brian Singerle

Brian Singerle, AAMS®, CFS has a diverse work experience in the financial industry. Brian started their career in 2005 with the Morgan Stanley Training Program, where they gained a foundational understanding of the business. In 2006, they worked as a Registered Sales Assistant at Piper Jaffray, specializing in High Yield Structured Products on the Bond Trading Floor.

In 2007, Singerle joined Jackson, where they held various roles throughout their tenure. Brian started as an Internal Wholesaler and was recognized as the Prospector of the Year in 2007 and Internal Wholesaler of the Year in 2008. Brian then transitioned to the role of Business Development Consultant in 2009 before being promoted to Regional Vice President in 2010. As Regional Vice President, they achieved notable accomplishments such as being the Top Market Share Leader in the United States Bank Channel for multiple years and being named the Wholesaler of the Year in 2016.

Overall, Brian Singerle has a strong track record of success in sales, business development, and leadership within the financial industry.

Brian Singerle, AAMS®, CFS has a diverse education history. In 2019, they completed a course on Behavioral Economics at Harvard Business School. Prior to that, they attended Harvard Business School in 2018 for a High Potentials Leadership Program focused on Organizational Leadership. In 2015, Brian obtained an Alternative Investments Certificate from the CAIA Association, specializing in options, real estate, distressed debt, infrastructure, and real assets. Brian also received an AAMS® (Accredited Asset Management Specialist) Professional Designation from the College for Financial Planning in 2011. Additionally, Brian earned a CFS (Certified Fund Specialist) from the Institute of Business and Finance in the same year, with a focus on modern portfolio theory, alternative investments, and risk measurement. Brian holds a bachelor's degree in Operations Management from the University of Colorado Boulder - Leeds School of Business, where their studies emphasized finance. Brian also participated in the Australearn International Business Program at Griffith University in 2003-2004, delving into international business concepts. In terms of certifications, Brian possesses Series 7, Series 6, and Series 63 licenses from FINRA. Brian is also licensed in Life Insurance from the Texas Department of Insurance and holds a Certificate in Alternative Investments from the Institute of Business and Finance.