E-mail: firstname.lastname@example.org | Phone: (770) 331-1280 | Fax: (704) 243-4513
Mr. Bielan has been an active participant in the bank-owned retail investment and insurance industry since 1985. His roles have encompassed advisor, sales manager, and president of the retail broker/dealer for two of the 15 largest U.S. banks.
As part of Kehrer Bielan Research & Consulting, Mr. Bielan's focuses on growing investment, wealth management, and insurance business within banks. This includes everything from complete program reviews, to executing specific projects, to moderating industry conferences.
Throughout his career he has strategically focused on profitably growing sales, developing the infrastructure needed for expansion, and leveraging the partnership between the investment area and the other departments within the bank. In recent years, he has personally championed the transformation to fee-based business, established non-branch based advisors, incorporated insurance offerings, expanded licensed banker platform programs, and developed advisor recruiting programs. He has also performed leadership roles in for retail banks, providing a first hand understanding of the significance of deposits and loans.
Mr. Bielan has served multiple terms on the Bank Insurance Securities Association (BISA) Board Member and has been a presenter at multiple industry events and BISA conferences. He works from the firm's Atlanta, GA office.