Summary
Overview
Work History
Education
Skills
Timeline
Generic

Atiah Brinson

Oakland,CA

Summary

Detail-orientated analyst specializing in informative and persuasive professional presentations that aid clients with decision making. Bachelors in Economics seeking a position to utilize extensive experience with market analysis. Including cost benefit analysis, econometric modeling, financial analysis, money & banking, entrepreneurial marketing, accounting principles, data entry and research skills. Highly qualified in service based positions requiring emphasis on client satisfaction in fast-paced environments. Bringing forth an independent work spirit as well as the ability to work well with others in a team setting. Quick learner ambitious to learn from new challenges and grow.

Overview

8
8
years of professional experience

Work History

Portfolio Analyst

DataScan
08.2023 - Current
  • Improved investment strategies for clients by consistently monitoring and adjusting portfolio allocations.
  • Conducted regular meetings with clients to review portfolio performance, address concerns, and offer recommendations for adjustments as needed.
  • Kept up-to-date on market trends, regulatory changes, and industry news to inform investment decisions.

Commercial Appraiser Trainee

Frazier Capital Valuations
06.2021 - 08.2023
  • Coordinated with clients, bank officials, real estate brokers, and market participants to ensure deadlines, specifications, and accuracy of appraisals
  • Researched commercial properties using proprietary databases, tax records, city and county records and provided expertise based on market analysis.
  • Researched state and local government economic incentives and liaised with local government leadership regarding planning and zoning information.
  • Established relationship's with brokers to support market data.

Financial Advisor

New York Life
03.2020 - 06.2021
  • Developed prospects from referral leads, current customers and networking events interacting directly with 25 customers per week.
  • Educated clients on various financial plans including developing strategies for maintaining and further liquid assets, annuities and investments plans based on each clients individual needs.
  • Created innovating marketing strategies including facilitating networking seminars, social media campaigns and business brochures.
  • Provided quality customer service through fast responsiveness, reliability, assurance. and professionalism, increasing sales by 46%. Handling over 194 policy inquires.

Administrative Assistant

Western Slope News Agency
11.2016 - 03.2020
  • Handled all administrative matters by managing calendars, composing documents, answering phone calls and organizing the office for efficiency.
  • Remained committed to the future vision by building positive customer relationships and fulfilling customer needs to ensure customer satisfaction.
  • Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.

Education

Bachelor of Arts - Economics

California State University
Sacramento, CA

Skills

  • Trend and Market Analysis
  • Mathematical & Deductive Reasoning
  • Time Management
  • Critical Thinking
  • Detail-Oriented
  • USPAP
  • Property Tax Analysis
  • MS Excel and Word
  • Data Collection and Analysis
  • Economic Incentives
  • CRM Data Management
  • Business Analytics
  • Developing New Business
  • Ability to observe patterns
  • Organizational Skills
  • Effective Communication
  • Risk evaluation
  • Client relationship management
  • Credit analysis
  • Cash flow management

Timeline

Portfolio Analyst

DataScan
08.2023 - Current

Commercial Appraiser Trainee

Frazier Capital Valuations
06.2021 - 08.2023

Financial Advisor

New York Life
03.2020 - 06.2021

Administrative Assistant

Western Slope News Agency
11.2016 - 03.2020

Bachelor of Arts - Economics

California State University

Similar Profiles

CREATE PROFILE
Atiah Brinson