**** *. ****** **** *** West Jordan,
Brandon Major UT 84088
801-***-**** abmqmn@r.postjobfree.com
financial professional
Financial Professional with experience in financial modeling, portfolio analysis and financial spreadsheets. Known
for dedication to providing premium financial advice. Skills include:
Office Management Bookkeeping & Filing Financial Modeling
Cost Analysis Budgeting Microsoft Office
Profitability Valuation Income Taxes
Trend Analysis Forecasting Financial Statements
Education
REGIS UNIVERISTY – Denver, CO
MBA with emphasis in Accounting and Finance June 2008 to June 2010
Course Highlights 3.9 Cumulative GPA
Business Development Interpreting Accounting Info
• •
Investments/Portfolio Management Tax Influence on Businesses
• •
Economics of Management Financial Decision Making
• •
Ethical/Legal Business Management Accounting
• •
COLLEGE FOR FINANCIAL PLANNING – Salt Lake City, UT
CFP LICENSE June 2009 – June 2010
Course Highlights
• Financial Planning Process & Insurance Retirement Planning
•
• Employee Benefits Income Tax Planning
•
• Investment Planning Estate Planning
•
UNIVERSITY OF UTAH – Salt Lake City, UT
BA in Finance Dec 2005 2006
Course Highlights
• Principles of Marketing Business Writing
•
• Intro to Investments Business Statistics II
•
• Risk and Insurance Real Estate Principles
•
• Intermediate Corporate Finance Real Estate Finance
•
LDS BUSINESS COLLEGE – Salt Lake City, UT
AS in Financial/Managerial Accounting
AS in Business 2003 2004
Course Highlights
• Personal Finance Math Statistics
•
• Managerial Accounting Intermediate Accounting I & II
•
• Income Taxes American Government
•
• Business Law Micro & Macroeconomics
•
Professional Experience
DISCOVER FINANCIAL SERVICES Salt Lake City, UT
Manager, 2004 Present
Serve as a key member of an account management team that focuses on client retention to ensure optimal
customer service and smooth functioning of the department. Key Results:
• Speak Spanish with clients and peers to manage account operations, accounts payable and budgeting.
• Review legal and regulatory rules with team and oversee compliance.
• Create financial models and trending reports.
Received the “Black Diamond award” for being the top performer in the department of fifty people. I
•
received the “Silver” black diamond award for being a black diamond award winner for 10 months out of 12
months.
Received the prestigious “Excellence award” that is given to only twenty people in one year out of
•
3,000 employees. I received the award for my contributions to the team, my example in leadership and my
performance results.
LIBERTY TAX SERVICE – Salt Lake City, UT
Business Manager and Tax Preparer, 2008 – 2010
Managed the business operations of a retail income tax preparation office that included budgeting, staffing,
payroll, marketing, financial analysis, and reconciliation. Key Results:
• Deciphered financial tax situations and helped clients strategize the most optimal way of filing their taxes
to minimize tax liability and increase refund opportunity. All within the rules and laws of the IRC.
• Prepared various tax forms that were E filed to the IRS, and amended erroneously filed tax returns.
• Knowledgeable of the IRS Tax Code and the following tax forms: 1040, 1040A, 1040EZ, 1040X,
Schedules A, B, C, D, EIC, H, R, and SE; Forms 2106, 2210, 2441, 2828, 3903, 4562, 4868, 4852, 5329,
6251, 8283, 8582, 8606, 8812, 8822, and 8829.
• Used financial analysis to market to different local sectors using various marketing materials with variable
promotions and discounts.
Increased net income of the business by 12% from 2009 to 2010 in a down economy and when other
•
competitors were down by 15%.
MASS MUTUAL, WADDELL & REED – Salt Lake City, UT
Financial Advisor, 2006 – 2009
Collaborate with clients to assess individual financial situations and develop strategic financial planning solutions.
Key Results:
• Assisted individuals and businesses in obtaining Life, Disability, Heath and Long Term Care Insurance for
protection of assets and estate planning strategies.
• Aided in the purchase of securities transactions and fund transfers to various retirement (IRA, Roth IRA,
SIMPLE IRA, Individual 401K) and non retirement (brokerage) accounts for retirement planning and income
accumulation.
• Computed mean historical returns, calculated expected rates of return, and measured the risk of expected
rates of return.
• Used Markowitz Portfolio Theory to determine alternative measures of risk, expected rates of return,
variance (Standard Deviation) of returns for an individual investment, variance (Standard Deviation) of returns
for a portfolio, standard deviation of a portfolio, the Efficient Frontier and investor utility of a portfolio.
• Used financial ratios, Generally Accepted Accounting Principles and operating ratios to evaluate the
internal liquidity and operating performance of businesses.
Licensure
Series 6 Investment Company Limited Representative
•
Series 7 General Securities Registered Representative
•
Series 63 Uniform Securities Agent State Law
•
Series 65 Uniform Investment Advisor Law
•
Utah Life & Health Insurance
•
Level 1 Tax Preparer License
•
Real Estate & Mortgage License
•
“…Brandon continues to excel and give positive productivity to the team in the ways of
leadership and hard work. His mutual understanding of the needs of the business and the
needs of the clients make him one the best employees of the team…” Jay Covey, Discover
Financial Services
Technology Summary
Skills include:
Microsoft Windows Microsoft Publisher LibTax 2006 2009
Microsoft Excel Microsoft Visio Drake Business Taxes
Microsoft Word Lotus Notes Adobe Photoshop
Microsoft Outlook Intuit QuickBooks CorelDraw X3
Of Note
President: The Homeowners Association of the Stonegate Residential Community, 2008 2010
Member: The West Jordan Chamber of Commerce, 2008 – 2010
Referee Liaison Volunteer: Real Salt Lake, Major League Soccer team, 2005 – 2008
National Referee Candidate: National Intercollegiate Soccer Association of America
Athletic Soccer Scholarship, USC
High School Letter: Academics, drama, cross country, and Soccer
Eagle Scout Award, 1995 (15 yrs old)
World Conservation Award, Boy Scouts of America (15 yrs old)
Order of the Arrow Award, Boy Scouts of America (15 yrs old)
801-***-**** • abmqmn@r.postjobfree.com