Summary
Overview
Work History
Education
Skills
Websites
Certification
Community Involvement
Timeline
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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, IL
12.2011

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