Brandie Ewing
Las Vegas
Summary
Dynamic fiduciary specialist with extensive experience in Wealth Management, demonstrating a proven track record in financial risk management and process optimization to enhance operational efficiency. Expertise in client relationship development and team collaboration ensures compliance and exceptional service delivery within complex financial environments. Recognized for attention to detail and a proactive mindset, consistently achieving success while improving processes and workflows for team benefit. Known for conscientiousness and the ability to excel in fast-paced environments.
Overview
18
18
years of professional experience
Work History
Associate Fiduciary Specialist 4
Wells Fargo
Las Vegas
04.2016 - 08.2024
- Managed and administered fiduciary and wealth management accounts, ensuring adherence to financial regulations and policies
- Provided investment and financial service support to fiduciary administrators and high-net-worth clients
- Processed financial transactions, asset transfers, and account reviews to maintain accuracy and compliance
- Assisted in business development initiatives to expand client portfolios and wealth management services
- Conducted risk assessments and implemented process improvements to enhance operational efficiency
- Collaborated with financial advisors, estate planners, and legal teams to ensure seamless client account management
Lockbox Processor
Bank of Nevada
Las Vegas
04.2014 - 07.2015
- Processed high-volume financial transactions, check deposits, and payment processing for corporate clients
- Ensured compliance with banking regulations and client-specific account instructions
- Managed financial records and assisted in cash management and reporting
Administrative Assistant II
UCLA Health
Santa Monica
07.2013 - 04.2014
- Provided administrative support for healthcare financial accounts and patient billing processes
- Maintained records, scheduled appointments, and ensured compliance with medical policies
Customer Service Advocate
RX Solutions
Costa Mesa
11.2010 - 07.2011
- Assisted in pharmaceutical benefits management, ensuring accurate claim processing and patient account handling
- Handled 100+ calls daily, resolving inquiries related to healthcare financial services
Customer Service Associate
Auto Club of Southern California
Long Beach
03.2006 - 10.2009
- Delivered high-volume customer service and account management support
- Assisted clients with financial product inquiries, roadside assistance services, and policy management
Education
High School Diploma -
Narbonne High School
Harbor City, CASome College (No Degree) - General Studies
El Camino College
Redondo Beach, CASkills
- Wealth Management and Investment Support
- High-Net-Worth Client Services
- Financial Risk and Compliance Management
- Trust and Estate Administration
- Portfolio and Asset Management Support
- Regulatory and Policy Adherence
- Financial transaction processing
- Client relationship development
- Process Optimization and Risk Mitigation
- Time management
- Team collaboration
- Operational Streamlining
Professional References
Available upon request
Certifications And Skills
- Wealth & Fiduciary Management Training (Wells Fargo)
- Financial Risk & Compliance Awareness
- Proficient in Microsoft Office Suite, Windows-based financial systems, and CRM platforms
Timeline
Associate Fiduciary Specialist 4
Wells Fargo
04.2016 - 08.2024
Lockbox Processor
Bank of Nevada
04.2014 - 07.2015
Administrative Assistant II
UCLA Health
07.2013 - 04.2014
Customer Service Advocate
RX Solutions
11.2010 - 07.2011
Customer Service Associate
Auto Club of Southern California
03.2006 - 10.2009
High School Diploma -
Narbonne High School
Some College (No Degree) - General Studies
El Camino College
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