Bryan Stilwell
Financial Services Compliance Solutions at OnboardXi | DeLand, Florida, United States
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As the Director of Operations for Financial Services at Sequoia Consulting Group, Bryan Stilwell plays a pivotal role in enhancing the client experience through innovative technology and expert guidance. His extensive expertise in financial advisory, insurance, and investment strategies positions him as a key leader in delivering world-class 401(k) advisory services. Bryan is dedicated to streamlining processes and systems that not only optimize the retirement experience for clients but also ensure that their workforce is equipped with the tools and knowledge necessary to make informed financial decisions.
Currently, Bryan is spearheading several key projects aimed at unifying the Sequoia client retirement experience. By leveraging the Sequoia Platform, he is focused on integrating disparate workforce data to create a seamless interface for clients, allowing them to access vital information and resources effortlessly. His strategic approach involves collaborating with cross-functional teams to enhance marketing strategies and improve client engagement, ensuring that every interaction is both informative and empowering.
Bryan’s commitment to excellence is further reflected in his coaching skills, which he employs to mentor team members in navigating the complexities of financial services, including term life insurance, disability insurance, and long-term care options. His holistic understanding of the financial landscape allows him to provide tailored solutions that meet the diverse needs of clients, ultimately driving better outcomes for their employees. With a passion for unlocking the full potential of the workforce, Bryan Stilwell continues to be a transformative force at Sequoia, championing a culture of innovation and client-centric service.
Financial Services Compliance Solutions at OnboardXi in April 2025 to Present
Director of Operations, Financial Services at Sequoia Consulting Group in October 2022 to February 2025
Chief Executive Officer, Country Capital Management Company at COUNTRY Financial® in January 2016 to May 2022
Director, Investment Services Administration at COUNTRY Financial® in January 2016 to May 2022
Director, Brokered Insurance Solutions at COUNTRY Financial® in January 2009 to January 2016
Manager Brokered Insurance Solutions at COUNTRY Financial® in January 2003 to January 2009
General Manager at Digital Insurance in January 1999 to January 2002
Chief Executive Officer at First Brokerage America, L.L.C. in January 1994 to January 1999
Director of Special Markets at Allied Life Insurance Company in January 1992 to January 1994
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Regulatory Compliance
Financial Advisory
Team Building
Strategy
Client Relations
Business Development
Insurance
Term Life Insurance
Fixed Annuities
Marketing
Marketing Strategy
Leadership
Disability Insurance
Life Insurance
Retirement Planning
Analysis
Investments
Retirement
Health Insurance
Long-term Care
Property
Series 63
Property & Casualty Insurance
Commercial Insurance
Customer Service
Coaching
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Discover more about OnboardXiWhat is Bryan Stilwell email address?
Email Bryan Stilwell at [email protected]. This email is the most updated Bryan Stilwell email found in 2026.
How to contact Bryan Stilwell?
To contact Bryan Stilwell send an email to [email protected].
What company does Bryan Stilwell work for?
Bryan Stilwell works for OnboardXi
What is Bryan Stilwell's role at OnboardXi?
Bryan Stilwell is Financial Services Compliance Solutions
What is Bryan Stilwell's Phone Number?
Bryan Stilwell's phone (305) ***-*209
What industry does Bryan Stilwell work in?
Bryan Stilwell works in the Software Development industry.
Bryan Stilwell Email Addresses
Bryan Stilwell Phone Numbers
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