Brandon Burris
Schertz,TX
Summary
Personable candidate committed to helping clients meet financial goals. Fundamental experience gained from developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Current need to seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
2
2
years of professional experience
1
1
Certification
Work History
P.E.P. Sales Force Associate
Equitable Advisors, LLC
10.2023 - Current
- Engaged in friendly conversation with customer to better uncover individual needs.
- Listened to customer needs and desires to identify and recommend optimal products.
- Developed strong rapport with customers and created positive impression of business.
- Collaborated with team members to streamline processes and improve overall client experience.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for prospective client's unique situations.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Associate Analyst II - Tax Compliance
Ernst & Young LLC
02.2022 - 06.2023
- Conducted workplace compliance training to reduce liability risks and operate effectively.
- Knowledge of various business account tax types and ability to locate information needed within the corporation's federal & state tax returns.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Contacted IRS or other relevant government organizations on behalf of corporate clients to address issues related to tax self-preparation.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
Customer Service Specialist
ASM Research
08.2021 - 01.2022
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Delivered I.T. troubleshooting support to customers over the phone.
Education
Bachelor of Arts - Economics
Texas Tech University
Lubbock, TX05.2020
Skills
- Advanced in Microsoft Office Suite
- GoSystem Tax RS software
- Tax Compliance Analyst & Call Center experience
- Strong attention to detail & accuracy
- Effective teaming skills & ability to work individually
- Strong communication skills
- Organizational Skills
- Tax Planning & Insurance/Financial Product Knowledge
Certification
- General Lines Agent License: Life, Accident, Health, & HMO
- FINRA Series 6 License
- Coursera Excel Skills for Business: Essentials, Macquarie University Completion Date: October 20, 2020
- FINRA Series 7 Candidate
- FINRA Series 63 Candidate
Timeline
P.E.P. Sales Force Associate
Equitable Advisors, LLC
10.2023 - Current
Associate Analyst II - Tax Compliance
Ernst & Young LLC
02.2022 - 06.2023
Customer Service Specialist
ASM Research
08.2021 - 01.2022
Bachelor of Arts - Economics
Texas Tech University
- General Lines Agent License: Life, Accident, Health, & HMO
- FINRA Series 6 License
- Coursera Excel Skills for Business: Essentials, Macquarie University Completion Date: October 20, 2020
- FINRA Series 7 Candidate
- FINRA Series 63 Candidate
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