Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Brandon Lamar Wilson

Chicago,IL

Summary

Dynamic professional with a strong background in financial analysis and client engagement within wealth management. Skilled in conducting market analysis and providing tailored investment strategies that optimize portfolio performance and enhance client satisfaction.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Financial Planning Intern

Northwestern Mutual
Gadsden, AL
01.2016 - 05.2017
  • Conducted comprehensive financial analysis to support client investment strategies.
  • Assisted in preparing detailed financial plans for diverse client portfolios.
  • Collaborated with advisors to enhance client engagement and service delivery.
  • Researched market trends to inform strategic financial recommendations.

Business Owner

Party Paq
Atlanta, GA
05.2017 - 07.2023
  • Developed and implemented effective marketing strategies to increase brand awareness.
  • Streamlined inventory management processes to enhance operational efficiency.
  • Established strong vendor relationships to negotiate favorable terms and pricing.
  • Oversaw financial planning, budgeting, and reporting for sustained profitability.

Wealth Management Advisor

Northwestern Mutual
Chicago, IL
06.2023 - Current
  • Developed customized financial plans to align with clients' long-term goals.
  • Conducted comprehensive market analysis to identify investment opportunities and trends.
  • Educated clients on risk management strategies tailored to their financial situations.
  • Analyzed client portfolios, providing insights for optimal asset allocation adjustments.
  • Facilitated workshops and presentations to inform clients about market developments and strategies.

Education

Bachelor of Science - Business Administration And Economics

Jacksonville State University
Jacksonville, AL
05-2017

Skills

  • Cash flow optimization
  • Retirement planning
  • Portfolio management
  • Investment strategies
  • Alternative investments
  • Portfolio diversification
  • Behavioral finance
  • Life insurance strategies
  • Annuity strategies
  • Long-term care planning
  • Insurance planning

Accomplishments

Series 6 licensed

Certification

  • Series 6 License

Timeline

Wealth Management Advisor

Northwestern Mutual
06.2023 - Current

Business Owner

Party Paq
05.2017 - 07.2023

Financial Planning Intern

Northwestern Mutual
01.2016 - 05.2017

Bachelor of Science - Business Administration And Economics

Jacksonville State University
Brandon Lamar Wilson