Team Member

Brayton Wicks

President

Brayton runs the day-to-day operations of PlanConnect in the Syracuse, N.Y. office. He led the establishment of PlanConnect for AXA Financial and took the role as President of Operations in April of 2012. Prior to joining PlanConnect Brayton spent over 10 years in the insurance and financial services industry working in the information technology, process improvement, and customer service arenas. He has lead large-scale system implementations, organizational changes, and customer centric process improvement initiatives that increased operational efficiency, reduced costs, and streamlined the end customer experience. Brayton has coordinated procedures, training, and system changes to comply with the rules regulations set forth by FINRA, and the SEC, as well as sections 403(b), 457(b), and 401(a) of the IRS code. Brayton is a graduate of SUNY Geneseo, has an M.B.A. from Lemoyne College in Syracuse, NY, and is a certified Six Sigma Black Belt and Project Management Professional (PMP).

 

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