Brian Hanson has over 20 years of experience in wealth management, business development, and marketing for financial firms. He has a proven track record of attracting new clients and increasing assets under management. Currently he is the Director of Business Development for RA Bench, a wealth management firm, where he leads business development initiatives.

1. Brian M. Hanson
2155 B 8th Avenue West  Seattle, WA 98119  (206) 353-5026  brian.mhanson@yahoo.com
CORE COMPETENCIES
A dedication to building long-term, value-added relationships ∙ Extensive network of high net worth and institutional
investors (including consulting and advisory firms) ∙ Deep capital market, hedge fund and private equity experience and
knowledge ∙ Very independent and entrepreneurial work ethic ∙ Highly effective verbal and written communication skills
with utmost attention to detail ∙ Consultative approach to marketing and client service
PROFESSIONAL EXPERIENCE
RA Bench – Seattle, WA – Wealth & Risk Management Firm (Broker/Dealer, RIA)
Director of Business Development - August 2008 : Present
· Instrumental in increasing awareness of the firm’s wealth and risk management services
· High level of success with utilizing an extensive network of contacts to attract and close on new business
· Closely involved with the planning and implementation of new and current wealth management clients
· Investment Committee member: help determine long-term and tactical investment making decisions for the firm
· Increased overall firm efficiency through successful implementation of internal business development initiatives
Independent Consultant – Seattle, WA – Marketing and Fund Raising Focus
Consultant - December 2007 : July 2008
· Partnered with three hedge funds to develop marketing materials and provide fund raising and growth strategies
· Developed and helped market a $60 million joint venture proposal for a local commercial real estate developer
Lake Union Capital Management – Seattle, WA – Long/Short Equity Hedge Fund Firm
Chief Marketing Officer - April 2007 : October 2007
· Autonomously responsible for all marketing of firm to institutional and high net worth prospects as
well as numerous local, regional and national consulting firms
· Implemented a structured and effective marketing plan for the firm which resulted in a full pipeline of prospects
· Liaison for all current limited partners for questions regarding their investments
· Created all marketing materials and concepts for the firm
· Provided significant input in structuring and branding of the Lake Union Opportunity Fund
· Assisted Founder with other organizational issues and general business decisions
Quellos Group – Seattle, WA – Alternative Fund of Funds and Wealth Management Firm
Institutional Client and Investment Experience - Manager - April 2004 -March 2007
· Responsible for prospecting and lead generation and cultivation across entire firm platform of investment products
· Coordinated and conducted numerous prospective client, due diligence, special situations and other meetings
· Client servicing of domestic and international client and consulting relationships; worked with over 50 client
relationships comprising in excess of $2 billion of assets under management
· Prepared complex Request for Proposals which required liaising with members of multiple internal groups including
Legal, Risk Management, Investment Operations, and senior partners as part of preparation and approval process
· Assisted with special projects and corporate business development/planning for senior management
· Developed a deep, fundamental understanding of hedge fund, private capital and real asset strategies
Private Client and Wealth Management Experience - Manager - December 1998 -April 2004
· Highly involved with the management of ultra high net worth client accounts – dealt directly with clients and their
representatives regarding all aspects of wealth management
· Developed and executed sophisticated wealth management strategies for clients
· Accumulated a deep understanding of asset classes across an entire asset allocation including alternative investments
· Fundamental understanding of tax and general risk considerations/implications in a portfolio
· Performed complex financial modeling and analysis to meet a variety of client objectives
· Executed an array of complex financial instruments including derivatives, swaps, collars, forwards and asset backed
loans as well as stock and money market transactions

2. Brian Hanson Resume - Page 2
Merrill Lynch – Seattle, WA – Benefits and Compensation Consulting Division 1995 – 1998
Benefits and Compensation Consultant
· Assisted management and clients with all aspects of service delivery including administration, compliance,
governmental reporting, consulting projects, participant education programs, plan mergers and acquisitions, changes in
investment menus and plan design features
· Served a client base that encompassed multiple accounts with plan participant lives spanning 90 to 60,000 employees
and assets ranging from $2 million to over $2 billion
Nordstrom National Credit Bank – Seattle, WA – Credit Operations Division of Nordstrom, Inc. 1994 – 1995
Credit Analyst
· Responsible for autonomous credit granting decisions based on ability to analyze financial information
· Performed special projects for senior management related to key business metrics
EDUCATION
University of Washington - Bachelor of Arts, Business Administration - Finance & Marketing
DESIGNATIONS
Series 7, Series 66
References Available Upon Request