Brandon Harris
Grayville
Summary
Organized and reliable professional adept at managing multiple priorities while maintaining a positive attitude. Demonstrates a strong willingness to assume additional responsibilities to achieve team objectives. Possesses excellent written and verbal communication skills, facilitating effective collaboration across departments to fulfill organizational needs.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Professional
Transamerica Life Insurance Company
Remote
10.2024 - Current
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Educated clients on tax benefits, government rebates, and other financial incentives, enhancing their savings strategies.
- Maintained regular client communication and applied consultative techniques to align financial plans with evolving objectives.
- Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
IT Analyst
Heartland Dental
Remote
03.2021 - Current
- Troubleshot daily incidents and requests from end-users, identifying and implementing permanent solutions.
- Deliver IT support for dental software applications for 1600+ Heartland Dental offices throughout the U.S.A.
- Researched recurring issues and collaborated with multiple teams to identify and implement resolutions.
- Specialized in analyzing office roles and defining security permissions for the insurance company.
Operations Specialist
Advanced Digital Solutions
Mattoon
03.2017 - 04.2021
- Processed payments and documents including invoices, journal vouchers, and employee reimbursements.
- Identified financial discrepancies and recommended solutions to enhance record-keeping accuracy.
- Examined department performance metrics and reported findings to management for informed decision-making.
- Collected and input information into database system to maintain data accuracy and organization.
Education
Bachelor of Science - Accounting and Finance
Eastern Illinois University
Charleston, IL05-2016
Skills
- Investment Strategies
- Financial planning
- Wealth Management
- Financial analysis
- Client Relationship Management
- Customer Support
- User support
- MS Office
- Recruiting and interviewing
- Process improvement
Certification
- Microsoft Excel
- Global Knowledge Emotional Intelligence
- Life and Health
Timeline
Financial Professional
Transamerica Life Insurance Company
10.2024 - Current
IT Analyst
Heartland Dental
03.2021 - Current
Operations Specialist
Advanced Digital Solutions
03.2017 - 04.2021
Bachelor of Science - Accounting and Finance
Eastern Illinois University