Brevin DeBoer
Wealth Management Professional
Grand Rapids,MI
Summary
Associate Wealth Management Advisor with over 4 years of experience in investment management, specializing in portfolio optimization and risk management. Demonstrates strong analytical skills in evaluating financial markets and crafting tailored investment strategies, enhancing client satisfaction and portfolio stability. Skilled in fostering client relationships and executing strategic asset allocation frameworks, aiming to leverage expertise in a dynamic FP&A Analyst role.
Overview
7
7
years of professional experience
4
4
years of post-secondary education
4
4
Certifications
Work History
Wealth Management Associate
Ascent Wealth Partners
10.2022 - Current
- Executed trading strategies across 1,100+ accounts, leading to improved portfolio performance and heightened client satisfaction.
- Analyzed daily cash flow reports, optimizing the management of rollovers and transfers, which enhanced investment efficiency.
- Implemented strategic asset allocation frameworks, achieving substantial improvements in client portfolio stability and growth.
- Participated with senior advisors in a semi-annual investment review meeting.
- Collaborated with senior advisors to craft tailored wealth management strategies, resulting in personalized solutions that met diverse client goals.
- Conducted in-depth market analysis to identify high-potential investment opportunities, leading to informed recommendations and increased client trust.
Client Service Specialist
Financial Advisory Corporation
06.2021 - 09.2022
- Completed client onboarding and client transitions to Charles Schwab and Tamarac Reporting.
- Maintained accurate trade processing and rebalancing requests, ensuring compliance and reducing errors in client portfolios.
- Fostered strong relationships with over 70 clients, delivering personalized service that significantly boosted client satisfaction
- Coordinated schedules for wealth advisors and clients, optimizing time management and ensuring timely project completions.
- Supported client facing projects with advanced skills in document management, customer relations and reporting.
Project Manager
Trinity Christian College
01.2020 - 05.2021
- Coordinated cross-functional teams to align project goals, achieving on-time completions and business owner satisfaction.
- Analyzed project metrics to identify performance gaps, leading to targeted strategies that enhanced project delivery timelines.
- Fostered open communication among team members, enhancing collaboration and driving shared accountability for project outcomes.
- Developed comprehensive user manuals and training materials, ensuring smooth transitions and empowering clients with necessary knowledge.
- Create content and story angles to drive greater awareness around specific issues, or further engagement with specific internal and external audiences.
- Create content and story angles to drive greater awareness around specific issues, or further engagement with specific internal and external audiences
Intern
Wealth, OFM Wealth
01.2018 - 05.2019
- Conducted mutual fund, ETF, and bond research to support Investment Client meetings
- Collected and organized data for client financial reviews
- Performed interim portfolio reviews for clients
- Reconciled trades placed by advisors with trade tickets
- Performed other daily functions of a fiduciary wealth management firm
- Maintained client data updates in Redtail CRM, Morningstar Office, and Microsoft Office
- Answered and transferred incoming telephone calls, taking messages for various staff members
Education
Bachelor of Science - Finance
Trinity Christian College
Palos Heights, IL 08.2017 - 05.2021
Skills
Portfolio Management
Technical Analysis
Investment strategies
Risk Management
Client Relations
Certification
Series 7
Timeline
Wealth Management Associate
Ascent Wealth Partners
10.2022 - Current
Client Service Specialist
Financial Advisory Corporation
06.2021 - 09.2022
Project Manager
Trinity Christian College
01.2020 - 05.2021
Intern
Wealth, OFM Wealth
01.2018 - 05.2019
Bachelor of Science - Finance
Trinity Christian College
08.2017 - 05.2021
Similar Profiles
Eden Ben-AttarEden Ben-Attar
Senior Researcher and Content Writer at Ascent Growth PartnersSenior Researcher and Content Writer at Ascent Growth Partners
Joan Borecky, FPQP ®Joan Borecky, FPQP ®
Client Liaison at Return on Life Wealth PartnersClient Liaison at Return on Life Wealth Partners
Aaron AcpalAaron Acpal
Financial Coach at WestPac Wealth PartnersFinancial Coach at WestPac Wealth Partners
KAILEY C. LINDHOLMKAILEY C. LINDHOLM
Business Development Manager at AMERGIS HEALTHCARE STAFFINGBusiness Development Manager at AMERGIS HEALTHCARE STAFFING
Tyler DoodTyler Dood
Software Quality Assurance Engineer at TeamGanttSoftware Quality Assurance Engineer at TeamGantt