Brian Bruneau - Chief Operating & Compliance Officer
Chief Operating Officer
Brian Bruneau is Chief Operating Officer at Capital Wealth Planning, LLC (CWP) with responsibility for operations, marketing and risk management across the CWP enterprise. He brings an extensive Fortune 100 executive management background with over 23 years in the financial services industry, along with a unique entrepreneurial skillset developing and building businesses.
Prior to joining CWP, Brian spent 8 years with MetLife in senior management roles as Assistant Vice President of Life & Disability Marketing accountable for overall product and channel marketing across the USA, and as Vice President of National Accounts covering wirehouse, bank, select broker-dealer and financial advisory firms across the country.
Subsequently, Brian held senior management roles as Managing Director with Hartford Private Capital Management responsible for private equity portfolio management, operational strategic planning and business development; and was Senior Vice President of Marketing with Bank of America/Columbia Management accountable for strategic marketing and product management for annuities, offshore and tax managed mutual fund product lines. In addition, he served as Vice President and Chief Marketing Officer with Zurich Financial Services in Chicago, Illinois responsible for all marketing, product development, compliance and investment management portfolio selection for life insurance and annuity products lines.
Brian also imparts a diverse sales, marketing, operations and investment management background from his early career with The Hartford, Merrill Lynch and as Vice President of Sales and Marketing in the printing and advertising industry. Brian attended Central Connecticut State University, has three children Josh, Brianna, and Jenalee and currently resides in Bonita Springs, Florida with his wife Mary.
Phone: 239-330-4183 (Direct)
Check out the background of this investment professional on FINRA's BrokerCheck