Brent Wadzita
Pensacola,United States
Summary
Strategic, team-oriented, financially-savvy visionary and analyst seeking a position with a mid-sized enterprise
Overview
13
13
years of professional experience
Work History
Foster Family Support Specialist
NWF Health Network
01.2023 - 07.2024
- Support 15-20 licensed foster families as assigned, guiding them through the child welfare and dependency court systems
- Complete the annual relicensure process for each family assigned, mostly supporting Level 2 licensed Traditional Foster Homes and working internally with teams to ensure timely submission of licensing recommendations to state government child welfare agency
- Maintain relationships via monthly contacts and quarterly home visits in Escambia and Santa Rosa counties to support the assigned foster families in attaining their goals of helping children in care achieve safety, permanency, and well-being
- Connecting foster families to various resources and providers associated with NWF Health Network
Financial Planner
SmartPro Financial
09.2017 - 12.2022
- Serve as a financial planner entrepreneur providing advice and unique strategies to implement efficient financial solutions to meet client needs and goal
- Manage a team of two remote employees and a team of virtual assistants to provide high-quality service to clients
- Use principles of biblical wisdom and financial peace in guiding individuals and families toward financial insight and actionable next steps
- Convene periodic strategy updates meetings (virtual and in-person) with 200+ client families to present financial plans, investment performance, track goals, offer solutions, and re-frame complex retirement concepts into object lessons and illustrations
- In this role, the overall goal was to engage, educate, and empower individuals and families to have more confidence in their future
Investment Advisor Representative
Cambridge Investment Research, Inc.
09.2017 - 12.2022
- Company Overview: Investments
- Insurance
- Personal Finance
- Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC
- Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor
- Cambridge and SmartPro Financial are not affiliated
- Investments
- Insurance
- Personal Finance
- Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC
- Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor
- Cambridge and SmartPro Financial are not affiliated
SmartVestor Pro
Ramsey Solutions, A Dave Ramsey Company
06.2014 - 12.2022
- Financial Planner in the Gulf Coast of Florida, serving a nationwide client base of 200+ client families through financial planning and investment management services
- As a SmartVestor Pro (formerly Dave Ramsey's Endorsed Local Provider) my team and I had the opportunity to work with individuals and families to achieve their unique version of financial independence
Regional Marketing Director
Capital Choice Financial Group
07.2013 - 09.2017
- Financial Services Entrepreneur and Financial Planner: Moved from Virginia to Florida, started a financial planning firm, and during my time at Capital Choice, I helped over 100 individuals, families, and small businesses with a plan for their financial future during my time at Capital Choice.
- By connecting them with term life insurance and mutual funds, we helped them: "Protect and grow their assets for the future, Protect income along the way, Find a path toward financial peace"
Operations Support Specialist
Liberty Tax Service
12.2012 - 12.2013
- Support franchisees in managing aspects of their tax prep business including preparing financial documents, coaching through customer service issues, troubleshooting tax prep software, and developing areas in the Western region of the U.S
- Provide ad hoc reports through operational data analysis, basic SQL code writing, and ETL data manipulation within Microsoft Excel
- Present territory expansion opportunities to franchisees for continued business growth and debt management
Data Analyst
Liberty Tax Service
03.2012 - 12.2012
- Provide ad hoc reports through operational data analysis, basic SQL code writing, and Extract, Transform, Load (ETL) data manipulation within Microsoft Excel
- Gather data from variety of data points and servers to create reports for C-suite business executives to make timely decisions
- Analyze impact of legislation changes to current business models using data modeling and projections
- Analyze revenue collection and accounts receivable practices, and provide suggestions for data-driven improvements
Financial Analyst
CDI
08.2011 - 03.2012
- Project Management assistance and client relationship management regarding labor, material, and travel analysis
- Financial analysis and research of T&M, CPFF, FP contracts along with financial status reporting to clients
- Collaborative use of relational database tools to achieve fast, accurate, creative, and relevant solutions for financial reporting requests
Education
Graduate - Entrepreneurial and Small Business Operations
RMD 48 hours School, Capital Choice Financial Group
01.2014
Bachelor of Science - Finance
Virginia Tech
Blacksburg05-2011
Skills
- Financial Analysis
- SQL elementary proficiency
- Microsoft Excel
- Business Process Development
- Team Building
- Group Discussion Facilitator
Languages
German
Elementary
Spanish
Elementary
English
Native or Bilingual
Interests
- Music: Guitar, Ukulele, Piano, Vocals
- Exploring famous landmarks, historical sites, and cultural attractions in a new destination
- Small Group Bible Studies
- iPhone Photography
- Personal Finance
- Learning Spanish
- Reading biographies
- Dramatic readings of children's books for my kids
Timeline
Foster Family Support Specialist
NWF Health Network
01.2023 - 07.2024
Financial Planner
SmartPro Financial
09.2017 - 12.2022
Investment Advisor Representative
Cambridge Investment Research, Inc.
09.2017 - 12.2022
SmartVestor Pro
Ramsey Solutions, A Dave Ramsey Company
06.2014 - 12.2022
Regional Marketing Director
Capital Choice Financial Group
07.2013 - 09.2017
Operations Support Specialist
Liberty Tax Service
12.2012 - 12.2013
Data Analyst
Liberty Tax Service
03.2012 - 12.2012
Financial Analyst
CDI
08.2011 - 03.2012
Graduate - Entrepreneurial and Small Business Operations
RMD 48 hours School, Capital Choice Financial Group
Bachelor of Science - Finance
Virginia Tech
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