Brandon Marsh
Summary
Results-oriented financial professional with extensive experience in SEC compliance and financial reporting, utilizing Tableau and Power BI to enhance data transparency.
Proven skills in process optimization, Microsoft 365, and Salesforce administration contribute to improved financial management and client service delivery. Recognized for swiftly mastering new technologies to drive operational efficiency.
Overview
9
9
years of professional experience
Work History
Office Manager
Econologics Financial Advisors
Largo, FL
01.2024 - Current
- Reconciling financial deposits from commissions, advisory fees, and financial plan sales.
- Managing the administration and development of the RIA Compliance Program in assistance with the Chief Compliance Officer.
- Maintaining communication and development of I.T department in assistance with our Managed Service Provider
- Initiating and maintaining personnel administration as it relates to HR, onboarding/offboarding, and financial advisor licensure.
Financial Planner Assistant
Econologics Financial Advisors
Largo, FL
05.2023 - 01.2024
- Assisted with the implementation of Financial Plan recommendations.
- Created reports and directives for pressing toward commission and planning fee goals.
- Maintained accurate billing information for advisory clients and followed up as needed to maintain up to date charges.
- Fulfilled client requests for administrative needs of client recommendations.
Client Service Specialist
Ascensus Retirement Services
St Petersburg, FL
04.2021 - 05.2023
- Maintained relationships with plan sponsors for Simple IRA and 403(b) accounts.
- Provided communication and project management of compliance steps for the sponsored plans.
- Managed amendments for plans, escalated client requests as needed.
Operations Specialist
Ascensus Retirement Services
St Petersburg, FL
02.2018 - 04.2021
- Processed distributions and operation items for Vanguard 403(b) retirement accounts.
- Created and managed Excel macros for distribution processing, as well as maintaining the use of our Access database once established.
- Garnered directional activities to improve processes in the department and implemented updates to system as needed.
Testing Admin/Jr. Project Manager
MD Tech Solutions LLC
Fredericksburg, VA
11.2015 - 11.2017
- I trained federal and local government employees for certifications in CompTIA Security+ after receiving my certification.
- Assisted with networking and local infrastructure projects as a Jr. Project Manager, learning from our lead on critical vendor research and project expectation management.
- Assisted with teaching Linux and PMP certifications for testing center.
Education
Associate of Science - Cybersecurity
St Petersburg College
St PetersburgSkills
- Microsoft 365 Admin
- Salesforce Admin
- SEC Compliance Trained, Adept at learning new technology
- Adept at learning new technology
- Process-driven
- Financial reporting knowledge, including Tableau and Power BI
- Billing experience for Advisory Clients
References
References available upon request.
Timeline
Office Manager
Econologics Financial Advisors
01.2024 - Current
Financial Planner Assistant
Econologics Financial Advisors
05.2023 - 01.2024
Client Service Specialist
Ascensus Retirement Services
04.2021 - 05.2023
Operations Specialist
Ascensus Retirement Services
02.2018 - 04.2021
Testing Admin/Jr. Project Manager
MD Tech Solutions LLC
11.2015 - 11.2017
Associate of Science - Cybersecurity
St Petersburg College
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