Profilo
Mr. Bryce B. Engel is a Chief Executive Officer at Fusion Investment Advisors LLC.
He serves on the Advisory Board and manages day-to-day operations, driving the company's growth and innovation.
Under his leadership, Fusion has expanded its assets under advisement to over $1 billion, serving more than 75 financial advisors.
He is motivated by making Fusion successful, fostering further growth, and delivering an exceptional experience.
His goal is to truly help advisors boost their payouts and run their businesses better through robust technology and operations.
Mr. Engel was previously employed as a President by Penson Financial Services, Inc., a President & Chief Operating Officer by Penson Worldwide, Inc., and a Chief Brokerage Operations Officer & Senior VP by TD Ameritrade Holding Corp.
He also served on the board at Penson Financial Services Ltd. and The Options Clearing Corp.
He received his degree in Finance and Management from the University of Nebraska.
Posizioni attive di Bryce B. Engel
| Società | Posizione | Inizio |
|---|---|---|
Fusion Investment Advisors LLC
Fusion Investment Advisors LLC Investment ManagersFinance Fusion maintains an open architecture portfolio management platform. Investments and allocations are determined based upon the clients’ predefined objectives, risk tolerance, time horizons, financial information, and various other suitability factors. | Amministratore Delegato | 01/10/2017 |
Precedenti posizioni note di Bryce B. Engel
| Società | Posizione | Fine |
|---|---|---|
Penson Financial Services, Inc.
Penson Financial Services, Inc. Investment Banks/BrokersFinance Provides securities execution, clearing, custody and settlement services | Presidente | 06/08/2012 |
The Options Clearing Corp.
The Options Clearing Corp. Regional BanksFinance Provides equity derivatives clearing services | Direttore/Membro del Consiglio | 01/01/2009 |
| TD AMERITRADE HOLDING CORPORATION | Corporate Officer/Principal | 01/11/2008 |
Penson Financial Services Ltd.
Penson Financial Services Ltd. Regional BanksFinance Provides clearing services | Direttore/Membro del Consiglio | - |
Penson Worldwide, Inc.
Penson Worldwide, Inc. Investment Banks/BrokersFinance Provides securities clearing services | Presidente | - |
Formazione di Bryce B. Engel
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 7 |
|---|---|
The Options Clearing Corp.
The Options Clearing Corp. Regional BanksFinance Provides equity derivatives clearing services | Finance |
University of Nebraska
University of Nebraska Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Penson Worldwide, Inc.
Penson Worldwide, Inc. Investment Banks/BrokersFinance Provides securities clearing services | Finance |
Penson Financial Services, Inc.
Penson Financial Services, Inc. Investment Banks/BrokersFinance Provides securities execution, clearing, custody and settlement services | Finance |
TD Ameritrade Holding Corp.
TD Ameritrade Holding Corp. Investment Banks/BrokersFinance Provides securities brokerage and technology based financial services | Finance |
Penson Financial Services Ltd.
Penson Financial Services Ltd. Regional BanksFinance Provides clearing services | Finance |
Fusion Investment Advisors LLC
Fusion Investment Advisors LLC Investment ManagersFinance Fusion maintains an open architecture portfolio management platform. Investments and allocations are determined based upon the clients’ predefined objectives, risk tolerance, time horizons, financial information, and various other suitability factors. | Finance |
















