Infor

Business Development Representative

• Assist Financial Advisor with client disbursements and documents
• Facilitate client’s requests ensuring excellent customer service
• Collaborate with team and across the bank to solve client inquiries

Client Services Associate

• Designed, prepared, and presented detailed analysis of business issues and solutions to senior management 
• Facilitated month-end reviews of financial performance for 7 major geographies
•  Conducted “Round Table Discussions” with senior executives about the business strategies and career paths within IBM to an audience of 70+ people

Financial Analyst

Lincoln Financial Group

• Conducted PowerPivot data analysis for pension plans and non-profits organizations and presented to Financial Advisor  
• Assisted in business development and direct communication with clients, increasing new investments by 5%
• Portfolio development and analysis to management

Financial Planning Intern

Marks Paneth LLP

• Processed documents and input data using Microsoft Excel
• Prepared and modify documents including correspondences, reports, drafts, memos and emails for database
• Provided general administrative support including mailing, scanning, faxing and copying to management

Taplio

Brandon Robinson's Linkedin Analytics

Brandon Robinson

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Taplio

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Brandon Robinson

Want to drive more opportunities from LinkedIn?

Brandon Robinson's Linkedin Analytics