Brian Atkinson
Victoria,Texas
Summary
Talented Manager with expert team leadership, planning, and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach. Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Manager
The Salvation Army Family Store
11.2020 - 06.2022
- Renovated store after pandemic shutdown, reopened store after being closed for 1 year, hired two employees, tripled profits since reopening, established and programmed a new POS machine to enhance ease of use and reporting, maintain the appearance and inventory of the store on a daily basis, schedule donation pick-ups and perform the pick-ups, supervise volunteers, maintain employee schedules, process end-of-day reporting, make bank deposits on a daily basis, cash management
Receiving Manager
Kamin Home Furnishings
02.2014 - 04.2020
- Receive and verify merchandise from vendors, create new item SKU's in operating system, price new merchandise, handle customer service issues, create and submit purchase orders for customer sold merchandise to appropriate vendors, assist sales associates with pricing in order to finalize customer sales, scheduled customer deliveries, scheduled service calls, inventory control at the warehouse
Associate Officer - Team Leader Investment Administration & Analysis
AllianceBernstein, L.P.
06.2010 - 07.2012
- Manage team of eight investment analysts, perform semi-annual and annual staff performance evaluations, monitor workflow to ensure equal distribution among team and to maintain service level agreements, manage cross-training initiatives for staff members, create process and risk maps for internal processes, perform quality assurance for portfolio model changes and daily client transactions, execute portfolio manager trade instructions through sponsor custodians, perform municipal bond analysis for potential clients
Senior Investment Analyst
AllianceBernstein, L.P.
07.2008 - 05.2010
- Allocate daily/weekly/monthly work among team to achieve department goals, train new and existing staff on various trading systems, collaborate with management and information technology group to create automated workflows, implement appropriate investment strategies in assigned accounts by making independent decisions based on portfolio manager parameters, create necessary trade orders for client accounts based on individual requests or as directed by the portfolio manager, analyze accounts for variances from the assigned portfolio model and rebalance as necessary, analyze current holdings of prospective clients to manage account styles and make recommendations to sell or hold securities, review model updates and across-the-board (model changes) trades for accuracy
Investment Analyst
AllianceBernstein, L.P.
10.2006 - 06.2008
- Establish and maintain accounts in the portfolio management system and ensure they are coded appropriately at all times, implement appropriate investment strategies in assigned accounts by making independent decisions based on parameters set by the Portfolio Manager on which trade recommendations to keep, change or delete, create block trade orders to implement model account changes, analyze trades for potential violations of account restrictions and communicate block trade orders to the AllianceBernstein trading desk for execution, analyze initial investments in new accounts to ensure it is in line with correct investment strategy, process account termination requests as received, and ensure full compliance with client instructions, develops strategy with client to utilize tax losses while ensuring compliance with wash sale restrictions on losses
Account Administrator
AllianceBernstein, L.P.
04.2006 - 10.2006
- Review and process new accounts for separately managed accounts, ensure accounts are set up accurately and promptly, perform account maintenance based on client direction, reconciled new accounts in the internal system versus custodial systems, perform quality assurance for new accounts, account number changes, and portfolio style changes
Education
Bachelor of Science - Accounting -
University of Southern New Hampshire
12.2024
Skills
- Technical Writing
- Client account management
- Team leadership
- Conflict resolution
- Report generation and analysis
- Microsoft Excel
- Microsoft Access
- Microsoft Word
- Microsoft Publisher
- Microsoft Powerpoint
- SQL
- Fiserv APL
- Visual Basic
- Staff training and development
- Quality control
- Process development and improvement
- Database Design
- Database Management
- Data management
- Risk management
- Cash handling
- Inventory control
- Data Entry
- Team Leadership
- Time Management
- Verbal and written communication
- Complex Problem-Solving
- Staff Management
- Project Management
Accomplishments
- Supervise a team of eight investment analysts
- Create/update departmental procedure manuals
- Assess organizational training needs
- Use Microsoft Access to design databases to improve processes and implement controls
- Consult with vendors to create enhanced trading systems
- Collaborate with management team to create process/risk maps for internal processes
- Renovated and reopened thrift store after shutdown due to pandemic
- Tripled store profits since reopening the thrift store
Affiliations
Certified Mutual Fund Specialist - National Investment Company Service Association - 2007
Careerfocus
Experienced investment analyst with strong problem-solving and analytical skills. Detail-oriented with a strong focus on client needs.
Certification
Certified Mutual Fund Specialist
Timeline
Manager
The Salvation Army Family Store
11.2020 - 06.2022
Receiving Manager
Kamin Home Furnishings
02.2014 - 04.2020
Associate Officer - Team Leader Investment Administration & Analysis
AllianceBernstein, L.P.
06.2010 - 07.2012
Senior Investment Analyst
AllianceBernstein, L.P.
07.2008 - 05.2010
Investment Analyst
AllianceBernstein, L.P.
10.2006 - 06.2008
Account Administrator
AllianceBernstein, L.P.
04.2006 - 10.2006
Bachelor of Science - Accounting -
University of Southern New Hampshire
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