Andrea Braun
Newburgh,IN
Summary
Experienced financial professional with a proven track record of delivering comprehensive financial planning solutions. Over a decade of experience in the financial industry, specializing in investment, tax, and estate planning for high net worth and ultra high net worth clients. Skilled at providing holistic financial strategies to help clients achieve their long-term financial goals.
Overview
13
13
years of professional experience
1
1
Certification
Work History
AVP - Wealth Management Advisor
Fifth Third Private Bank
02.2024 - Current
- Work with high net worth clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Establish and deepen existing client relationships through complex financial planning and relationship building.
- Develop recommendations specific to client's financial situation on variety of topics.
- Work with a variety of financial professionals both inside and outside of our organization to ensure the best financial advise and path possible.
- Cultivate professional and social networks
AVP - Preferred Relationship Manager
Fifth Third Bank
05.2016 - 02.2024
- Proficient in developing and implementing financial plans that meet clients' long term
goals - 5+ years of experience providing comprehensive financial advice to mass affluent clients
- Skilled in evaluating and analyzing financial information to identify opportunities for
portfolio growth - Advanced in tax efficient investment strategies
- Strong history of exceptional customer service
- Excellent communication and interpersonal skills
- In depth knowledge of financial regulations and compliance standards
Retail Sale Representative
The Hershey Company
11.2014 - 05.2016
- Proven ability to meet and exceed sales goals in a fast paced retail environment
- Excellent customer service and communication skills with a strong focus on building
relationships - Demonstrated ability to work well as part of a team and independently
Merchant Analyst
Midland States Bank
01.2013 - 11.2014
- Managed day to day operations of the merchant team, providing analytical support to
the sales teams and ensuring maximum efficiency in all processes - Analyzed merchant data to identify trends in sales performance, evaluated
effectiveness of merchant promotions and made strategy recommendations
Education
Bachelor of Science in Business -
Eastern Illinois University
Charleston, IL12.2011
Skills
- Cashflow Analysis & Education funding
- Investment, Tax, Estate Planning & Settlement
- Risk Management, Mitigation and Transfer
- Legacy Planning
Certification
Certified Financial Planner™
Community Involvement
Easterseals Board Member
Timeline
AVP - Wealth Management Advisor
Fifth Third Private Bank
02.2024 - Current
AVP - Preferred Relationship Manager
Fifth Third Bank
05.2016 - 02.2024
Retail Sale Representative
The Hershey Company
11.2014 - 05.2016
Merchant Analyst
Midland States Bank
01.2013 - 11.2014
Bachelor of Science in Business -
Eastern Illinois University
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