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Bryan Addleman is the Director of Operations at Addleman & Associates and has worked at the firm since 2015. Bryan oversees and manages the daily operations of the firm. He brings more than 25 years of experience to the firm from several growth industries working in various companies both large and small.
Mr. Addleman's experience includes over ten years of building management advisory practices in both the personal and corporate investment industries, three years of directing the development and marketing of Web-Server based products, and three years of supervising market research and product launches for digital imaging hardware and software in both private and publicly owned companies.
Bryan attended Stanford University and graduated with a Bachelor of Science in Industrial Engineering (BSIE). He was a 1996 US Olympic Swimming Trials competitor and a member of the 1993 and 1994 NCAA National Champion Stanford Men's Swimming Team. In his free time, he enjoys traveling with his wife and attending their three boys' various sporting events.
Licenses and Certifications:
- Chartered Retirement Plan Specialist (CRPS – inactive)
- Accredited Asset Management Specialist (AAMS – inactive)
- FINRA General Securities Representative (Series 7 – inactive)
- NASAA Uniform Combined State Law Exam (Series 66 – inactive)
Experience:
- Addleman & Associates, Director of Operations (2015 to Present)
- Aldrich Wealth, Senior Retirement Plan Consultant (2012 to 2015)
- Wells Fargo Advisors, Senior Relationship Manager (2005 to 2012)
- ImageWare Systems, Product Manager (2003 to 2005)
- Clarity Visual Systems, Product Marketing Manager (2001 to 2002)
- IBM Web Server Division, Product Marketing Manager (1998 to 2001)
Education:
- Stanford University, BS in Industrial Engineering
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