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Brian Schappert
SVP, Co-Head of US Intermediary Distribution at American Century Investments
Professional Background
Brian Schappert is a highly accomplished professional in the financial services industry, particularly recognized for his extensive expertise in capital markets and customer relations. In his current role as Senior Vice President and Co-Head of US Intermediary Distribution at American Century Investments, Brian leverages his rich background and finely honed skills to drive growth and build strategic partnerships within the intermediary distribution landscape in the US.
Throughout his noteworthy career, Brian has held several significant positions at American Century Investments, including SVP and Global Head of Strategic Relationships, where he was instrumental in fostering valuable relationships with key stakeholders and enhancing the firm’s market presence. Additionally, as Vice President of National Accounts, he played a pivotal role in managing relationships with major clients, driving sales, and enhancing business development initiatives.
Brian’s expertise is further exemplified by his leadership as Head of Alternative Sales at American Century Investments, where his strategic acumen enabled him to identify and seize market opportunities within the alternative investment space. His strong sales management skills are complemented by his hands-on experience in territory management, allowing him to effectively oversee sales teams and implement successful marketing strategies to bolster growth.
Prior to his impactful tenure at American Century Investments, Brian served as Senior Vice President, Head of Sales & Business Development at GBI - Global Wealth Management. In this capacity, he honed his skills in sales and business development while directing strategic initiatives to advance GBI’s market position. His previous roles include Vice President of Sales and Business Development at GBI, as well as Senior Regional Sales Associate at AXA Distributors, where he gained valuable insights into client management and financial product distribution.
Brian's diverse experience also includes a foundational role as a Floor Reporter/Clerk at the New York Mercantile Exchange, where he developed a deep understanding of market dynamics and trading processes, which continue to inform his strategic insights today.
Education and Achievements
Brian's academic journey began at Fairfield University, where he obtained a Bachelor of Science degree in Finance. His educational background laid the groundwork for a successful career in the financial sector, equipping him with the analytical skills and financial literacy required to excel in various roles throughout his professional life.
Additionally, Brian expanded his global perspective and cross-cultural experiences through his studies at Lorenzo Di Medici, an institution renowned for fostering a unique understanding of international business practices. This combination of education has enriched his approach to financial management and customer relations, making him a truly versatile expert in his field.
Achievements
Brian Schappert’s contributions to the financial services sector are underpinned by a series of remarkable achievements that highlight his commitment to excellence. His instrumental role in enhancing US Intermediary Distribution at American Century Investments demonstrates his ability to navigate complex market dynamics while delivering exceptional results.
Under Brian's guidance, his teams have consistently outperformed sales targets, showcasing his remarkable presentation skills and adeptness in meeting facilitation. He has been a driving force in the development of innovative sales strategies and optimized distribution channels, further solidifying American Century Investments’ status as a respected leader in the financial world.
In addition to his sales achievements, Brian is known for fostering strong customer relations, which has played a vital role in client retention and satisfaction. His deep understanding of the financial markets and ability to communicate effectively with clients sets him apart as a trusted advisor and thought leader in the industry.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
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Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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