Brayon Heard
Austin,Texas
Summary
Accomplished Financial Associate with a proven track record at Thrivent Financial, enhancing client wealth and achieving revenue growth through expert financial advising and relationship management. I excell in Microsoft Excel, driving data-informed decisions. I demonstrate exceptional team collaboration, elevating financial literacy in all communities.
Knowledgeable Financial Services Associate with over 3 years of experience helping clients choose the best investment and insurance policies. Accurate and detail-oriented with outstanding computational abilities. Talented in preparing, reviewing and analyzing financial statements.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Associate
Thrivent Financial
07.2021 - Current
- Collaborate with cross-functional teams to develop comprehensive financial models for business forecasting.
- Assist clients in achieving their financial goals with tailored savings plans and investment strategies.
- Manage a portfolio of high-net-worth clients, ensuring optimal asset allocation and wealth management strategies.
- Maintain knowledge of new investment products and assist in developing sales strategies.
- Develop positive community relationships with local non-profit organizations
and churches. - Provide financial literacy workshops with churches to build lead pipelines.
- Sold various life insurance products, annuities, and mutual funds.
- Proposed investment products to customers.
- Opened accounts for new and existing customers and assisted customers in completing application forms.
- Analyzed and interpreted financial data to inform business decisions.
- Conducted risk assessments for potential investments, safeguarding assets against volatile market conditions.
- Guided junior associates in financial analysis techniques, raising overall expertise of team.
Rural Carrier Associate
United States Postal Service, USPS
03.2007 - 07.2021
- Communicated customer complaints, requests, and feedback to company management for swift resolution.
- Provided exceptional customer service, addressing concerns and resolving issues promptly.
- Reduced the occurrence of misdelivered mail by diligently verifying addresses before each dropoff.
- Trained new Rural Carrier Associates on best practices for efficient mail processing, vehicle operation, and customer service procedures.
- Navigated rural areas efficiently using GPS technology and detailed route maps to minimize delays in delivery times.
- Organized mail ahead of delivery runs for correct routing.
- Sorted and placed mail into mailboxes and post office boxes with high levels of accuracy.
- Observed traffic and safety regulations for safe transport and delivery of mail.
- Directly interacted with customers to deliver mail, packages, and ordered goods.
- Maintained accurate records of deliveries, undeliverable items, and forwarding addresses for seamless operations.
- Collaborated with postal officials to optimize routes for maximum efficiency based on seasonal changes and road conditions.
- Assisted in training new employees on proper procedures for sorting, loading, and delivering mail in a rural setting.
- Utilized USPS technology tools effectively to track packages accurately throughout the delivery process.
- Demonstrated flexibility by covering additional routes as needed or stepping in for absent colleagues when necessary.
Education
BBA -
Concordia University
Austin, TX04-2018
Skills
- Microsoft Excel proficiency
- Financial Statements
- Cash reconciliation
- Account Reconciliation
- Relationship Management
- Financial Services
- Revenue Growth
- Account Management
- Financial Advising
- Tax planning
- Team Collaboration
Certification
- Series 63 License – FINRA.
- Series 6 License - FINRA
- Securities Industry Essentials (SIE)
- Life and Health
Timeline
Financial Associate
Thrivent Financial
07.2021 - Current
Rural Carrier Associate
United States Postal Service, USPS
03.2007 - 07.2021
- Series 63 License – FINRA.
- Series 6 License - FINRA
- Securities Industry Essentials (SIE)
- Life and Health
BBA -
Concordia University
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