Brenden M. Wheeler
St Louis,MO
Summary
Have worked in an array of versatile positions in my professional and personal life that give me a lot of experience and skills. Have worked in a fortune 500 company in a finance role, and two different startups one of which I helped build from the ground up. Highly interested in finance, and markets which has led to a ton of research for personal and professional use. Experience in sales, and a natural ability to excel in outreach/networking.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Licensed Associate Broker
Charles Schwab/TD Ameritrade
01.2023 - Current
- Obtained SIE, Series 7, and Series 63 licenses all on my first take.
- Assisted clients with understanding of equities, fixed income products, derivatives, and other market mechanics.
- Have maintained all of my efficiency and quality metrics above the department average since joining my team.
- Assisted clients with understanding of advantages of certain account types, and other products.
- Use technical skills at times when having to go through client transactions, calculating margin, etc.
Founding Team Member
Artemis Academy
12.2021 - 09.2022
- Hired 3 senior solidity engineers, all through cold outreach, to create education materials, and lead teaching efforts.
- Lead all outreach for our business development/partnerships team to create partnerships with some of the biggest Crypto companies. Also, helped lead partnership strategy with a team of just 3 of us including myself.
- Through my outreach, and our small teams efforts we secured partnerships with the likes of Coinbase Grants, Arbitrum Foundation (valued at $2.4B), Optimism Foundation (valued at $2B), Olympus DAO (at the time valued at $1B) & Olympus Grants, and more. Also set up meetings with likes of big companies like Coinbase Ventures arms, Polygon (valued at $5.3B), and more where we were not able to find areas to partner.
Sales consultant/leader
Better Earth Solar
02.2020 - 09.2021
- Closed > $2.5m in commercial and residential solar deals. 95% of deals closed were leads generated from cold outreach, or referrals.
- Helped lead the top performing team in the company with the now VP of sales by training new recruits, and helping lead company trainings. Team closed > $30m in deals in just the 2nd year of the companies existence.
- Maintained one of the highest retention rates in the company, ensuring my deals did not fall through throughout the sales cycle.
Education
Business Administration
Mineral Area College
Park Hills, MissouriSkills
- Effective Communicator and Public Speaker
- Sales
- Quick learner
- Market Research
- Networking
- Working in teams
Certification
- FINRA SIE, and Series 7
- NASAA Series 63
Personal projects/information
Have worked in teams my whole life, and even have experience in college athletics (baseball). I am highly competitive with a passion for competing at the highest levels in anything. I have shown hard work throughout my career, a drive for always wanting to improve myself, and a love for learning. Some personal project experience include playing professional in multiple video games, working with a friend to create/execute a profitable NFL quant sports betting model, market/trading research, and much more.
Timeline
Licensed Associate Broker
Charles Schwab/TD Ameritrade
01.2023 - Current
Founding Team Member
Artemis Academy
12.2021 - 09.2022
Sales consultant/leader
Better Earth Solar
02.2020 - 09.2021
Business Administration
Mineral Area College
- FINRA SIE, and Series 7
- NASAA Series 63
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