Financial Services Professional Experience
Resume:
Brandon Riley
Investment Specialist
**************@*****.***
**** ******* ********, ******** **, 43230
Career Objective
I have been in the finance industry for some time now, after initially starting in the Sports Industry. I strive to grow within a company and welcome all industries to tackle my next challenge. I enjoy new challenges and embrace all obstacles that come my way. I am continuously learning and I enjoy improving the business in any way possible. I am analytical in my thinking and believe in using that, along with other skills, to improve business practices.
PROFESSIONAL EXPERIENCE
Investment Specialist
The Chaddock Group, Columbus, OH, 2017–Present
Joined as an Investment Specialist where I quickly learned software and headed all trading processes. I enhanced advisors recommendations by putting together research reports. I drove integration by putting processes in place that were implemented from my own ideas to improve daily trading activity.
Implemented a Trading Tracker to monitor business activities.
Produced a Trading process that lead to fewer errors and quicker times. Dropped error count acknowledged by Office Manager.
Organized a process to finish 7 of our advisor’s yearly client meeting summaries in a 3-month span.
Took over all Trading processes in less than a month time from start date
Financial Services Specialist/Trader
FTJ Fundchoice, Hebron, KY, 41048 2015–2017
Started as a Financial Services member and was promoted to a Trader within a year. Within my first 3 months, I onboarded one of our top advisors. I oversaw all of the paperwork and communication between FTJ and the advisor. I was promoted a few months after that project to a Trader. There I coordinated many other trading projects to improve functionality and time.
Introduced a flaw in one of our allocation tools that was being used by our advisors. Developed a technology change to stop the rebalancing of accounts twice.
SKILLS
Business Analysis
Investment Analysis
Microsoft Excel, Word, PowerPoint
CRM
Trading Analysis
Self-Motivator
Quick Learner
Organized
Orion/Thomson One Trading software
Leader
Financial Services
Business Development
HIGHLIGHTS
Oversaw the onboarding of one of our top 3 advisors in bringing over his clients’ accounts to the FTJ platform. This included well over 50 million in AUM.
Improved Trade files times between FTJ and Orion by orchestrating the process and putting pressure on Orion to improve on their end. This in turn had trade files done by 10:30am on a consistent basis giving us enough time before market cutoff (4pm).
EDUCATION
Bachelor of Science,
Defiance College, Defiance, OH
Major: Sports Management
Minor: Business Administration
Brandon Riley
Investment Specialist
**************@*****.***
6458 Catbird Crossing, Columbus OH, 43230
Financial Services Specialist/Trader (Continued)
F FTJ Fundchoice, Hebron, KY, 41048 2015–2017
I evaluated clients cash accounts on a daily process and executed
rebalances when necessary.
Cut down errors in accounts that had failed to invest by
overseeing multiple reports and catching them in 1-2 days.
Activities
Head Baseball Coach/ Catching Instructor – Bo Jackson Elite Sports
Hilliard, Ohio 2017-Present
Oversee all coaching for 16u Black Sox teams
Guide catchers through personalized drills to improve skills
Defiance College Baseball
Defiance, Ohio 2011-2014
Exceptional time management achieved, three-year varsity winner
and extensive travel to Florida.
Part of 2013 team that made school history first ever trip to HCAC
Tournament.
Student Athletic Advisory Committee (SAAC)
Defiance, Ohio 2011-2014
Worked together with other student athletes to promote
Opportunity, sportsmanship, and better athletic experience
Oversaw the set up and organization for student athletes to
Stay involved.
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