BRANDON BOWENS
Toms River,NJ
Summary
Detail-oriented professional with experience in developing financial models and reports. Offers strong budgeting, forecasting, and cost analysis skills. Experienced in financial advising and retirement planning, with the ability to communicate complex financial concepts clearly and help clients develop personalized strategies aligned with their long-term financial goals.
Overview
1
1
Certification
2
2
years of professional experience
Work History
Investment Operations & Financial Advisor
Jalinski Advisory Group
07.2025 - Current
- Support portfolio oversight and investment implementation by leading weekly portfolio reviews with advisors, evaluating allocations across core equity, ETF, and Treasury models, researching individual securities and sectors, and identifying rebalancing opportunities to maintain model alignment and manage concentration and liquidity risk.
- Manage time-sensitive client service and operational needs, including required minimum distribution (RMD) cash raises, distributions, and tax-sensitive transactions; verify account and transaction details, assess potential financial impacts, and maintain accuracy and compliance with firm procedures.
- Conduct financial-advising meetings with clients, including first, second, and third meetings, to explain the advisory process and help clients plan for retirement across income, investments, taxes, healthcare, housing wealth, and legacy considerations. Have personally signed clients and worked alongside the lead advisor to assist with additional clients.
- Utilize RightCapital financial planning software to model client cash flows and retirement income, identify potential tax-saving opportunities, evaluate RMDs, and explore strategies for education funding, long-term care, and investment decisions aligned with each client's goals and concerns.
- Utilize Nitrogen (Riskalyze) to analyze client portfolio statements and assess risk and return characteristics, including beta, R-squared, and standard deviation, helping evaluate whether portfolio risk is appropriate relative to expected returns and client objectives.
Intern
Capital Wealth Planning
09.2024 - 05.2025
- Utilized Microsoft Excel daily to input incoming accounts from 15 different broker dealers and wire houses, and save all documents to files.
- Researched and updated all advisor profiles and information on Redtail, Company CRM.
- Entered account data into Orion, portfolio accounting system.
Student Investment Fund (Portfolio Manager)
Florida Gulf Coast University
08.2024 - 12.2024
- Produced a fundamental research portfolio recommending the purchase of NVDA, which was subsequently added to the equity portfolio.
- Participated in quantitative stock screening, portfolio back testing, fundamental research, financial statement modeling, and company valuation assessment.
- Researched through the Bloomberg terminal, met with investment professional practitioners, attended CFA Institute Conferences, and made a portfolio review presentation to the university endowment's investment committee.
Intern (Traffic Analyst)
Ocean County Engineering Department
05.2024 - 08.2024
- Analyzed crash and speed data using Microsoft software to assess the need for traffic modifications.
- Created detailed crash diagrams for intersections utilizing AutoCAD Civil 3D.
- Collaborated with County Engineers in meetings to finalize data analysis and propose recommendations for speed limits and traffic signal adjustments.
Education
Bachelor of Science - Finance, concentration in Financial Analysis & Management
Florida Gulf Coast University (FGCU)
Fort Myers, FL05-2025
Bachelor of Science -
Lutgert College of Business Mentorship Program (FGCU)
Skills
- Microsoft Office Suite: Excel, Microsoft Word, Access, PowerPoint, Outlook, Teams, OneDrive
- Bloomberg Terminal, Redtail (CRM), TradingView, RightCapital Planning Software, Nitrogen (Riskalyze), and Orion Portfolio Accounting System
- Cash management, Portfolio management, Asset allocation, Operational efficiency
Certification
FINRA Series 65
New Jersey Life Insurance Producer
New Jersey Accident & Health Insurance Producer
Timeline
Investment Operations & Financial Advisor
Jalinski Advisory Group
07.2025 - Current
Intern
Capital Wealth Planning
09.2024 - 05.2025
Student Investment Fund (Portfolio Manager)
Florida Gulf Coast University
08.2024 - 12.2024
Intern (Traffic Analyst)
Ocean County Engineering Department
05.2024 - 08.2024
Bachelor of Science - Finance, concentration in Financial Analysis & Management
Florida Gulf Coast University (FGCU)
Bachelor of Science -
Lutgert College of Business Mentorship Program (FGCU)