Brendan Salcido
Tucson,AZ
Summary
Reliable and resourceful professional with a strong foundation in finance. Skilled multitasker with experience ranging from team supervision to complex problem-solving in the financial services industry. A dual-degree graduate who has successfully transitioned into professional roles that demand adaptability, persistence, and a commitment to continuous learning. Dedicated team player focused on streamlining workflows and achieving organizational goals.
Overview
6
6
years of professional experience
Work History
Investment Orders Representative
Vanguard
07.2024 - Current
- Facilitated high-volume financial transactions, guiding clients through millions of dollars in investment trades on a weekly basis while providing comprehensive investment education.
- Appointed as an Anchor Coach Facilitator for the Exceptional Client Care (ECC) training program; taught CRM proficiency to new hires and conducted 1-on-1 call listening sessions for peers to drive individual and team performance.
- Selected for the Transfer of Assets (TOA) Pilot team to identify operational bottlenecks and resolve recurring issues for both clients and internal departments.
- Selected for the GenAI Pilot Testing program to evaluate and refine AI-driven chat support tools, directly influencing future client service capabilities.
Manager
Dairy Queen Store
05.2023 - 08.2023
- Directed a team of 25 associates, overseeing daily operations to ensure high standards of service and operational efficiency.
- Led the onboarding and training process for new staff, directly enhancing team productivity and service consistency.
- Managed inventory control and coordinated restocking efforts to maintain optimal supply availability and minimize waste.
Internship
Kapronasia
01.2023 - 04.2023
- Trained at a leading Asia fintech focused strategic consulting firm. Operations covering payments, banking, capital markets, and blockchain technology
- Enhanced productivity by assisting with project coordination and providing ongoing support.
- Streamlined office processes for improved efficiency and time management through regular organization and filing.
Process Guide
Amazon Fulfillment Center
03.2020 - 08.2020
- Promoted to supervisor responsible for 100+ employees
- Enhanced process efficiency by streamlining workflows and reducing bottlenecks.
Education
Bachelor of Science - Finance
Hong Kong Baptist University
Flagstaff, AZ05.2024
Bachelor of Science - Finance
Hong Kong Baptist University
Hong Kong, SAR, ChinaBachelor of Arts - Comparative Cultural Studies
Northern Arizona University
Flagstaff, AZ05.2024
Skills
- Critical thinking
- Team leadership
- Problem Solving
- Conflict Resolution
- Critical Thinking
- Effective communication
- Time Management
- Financial and Data Management
- Project Management
Extracurricular Activities
- Phi Gamma Delta (FIJI): President, Head of Philanthropy, Scholarship and Brotherhood Wellness Committees
- Interfraternal Council (IFC): Secretary
- Interdisciplinary Global Program (IGP): 5 year study abroad program
- Future Business Leaders of America: President
- Business Leadership Program: Member
- CatholicJacks: Member
- Kino Teens: President
Community Involvement
- Nonprofits
- Local Churches
- Parks and Recreational facilities
Timeline
Investment Orders Representative
Vanguard
07.2024 - Current
Manager
Dairy Queen Store
05.2023 - 08.2023
Internship
Kapronasia
01.2023 - 04.2023
Process Guide
Amazon Fulfillment Center
03.2020 - 08.2020
Bachelor of Science - Finance
Hong Kong Baptist University
Bachelor of Arts - Comparative Cultural Studies
Northern Arizona University
Bachelor of Science - Finance
Hong Kong Baptist University