Brian Wurdemann
Chatham,NJ
Summary
Hardworking and reliable advisor with strong ability in client service. Offering asset and liability management. Highly organized, proactive and punctual with team-oriented mentality.
Overview
14
14
years of professional experience
Work History
Technician
First Call Environmental
Green Brook, NJ
12.2024 - Current
- Responded to emergency calls involving HAZMAT
- Responses occur 24/7
- Responded to emergency releases of hazardous materials by providing technical assistance at the scene.
- Collected samples from surface water bodies for laboratory analysis.
- Performed extensive field sampling and analysis of soil, water, air, hazardous materials and other related environmental media.
- Provided guidance to facility personnel on proper waste handling procedures.
- Managed hazardous waste materials, including collection, storage, and disposal, following safety protocols.
- Investigated accidents involving the release or spillage of dangerous substances.
- Maintained records related to the transportation and disposal of hazardous waste streams.
Emergency Recovery Coordinator
Paul Davis Restroration
Carlstadt, New Jersey
01.2024 - 12.2024
- Cultivated relationships with agents, plumbers,realtors, and service professionals
- Primary responsibilities included responding to fires, water losses and mold remediation
- Provided superior customer service to affected clients.
- Generated five times my salary in sales while building the customer base in my region.
- Traveled extensively and responded 24/7, including holidays.
- Participated in regular supervision meetings with my supervisor to discuss caseloads, and any issues or concerns that arose during the week.
Senior Vice President
RBC Capital Markets
NY, NY
05.2017 - 04.2022
- Consulted with clients to assess and meet short- and long-term financial goal.
- Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Implemented diverse wealth management options to meet client objectives.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
Senior Vice President
UBS Financial Services
NY, NY
01.2011 - 05.2017
- Hired and managed employees to maximize productivity while training staff on best practices and protocol.
- Created business process flows to identify opportunities for improvement.
Education
Bachelor of Science - Biology
Fairleigh Dickinson University
01.2007
Bachelor of Science - Fire Science
Purdue University
West Lafayette, IN 11.2024 - Current
Skills
- Capital Expenditure Planning
- Portfolio Management
- Resource Utilization
- Strategic Goals
- Adaptable and Flexible
- Industry Expertise
- Profit and Loss Management
- Approachable and Outgoing
Accomplishments
- Consistently maintained high customer satisfaction ratings.
Additional Information
- Active volunteer firefighter with the Chatham Township Volunteer Fire Department.
- Current service includes serving as the Vice President of the department.
- Responsibilities include Chair of the Finance Commitee and all fund raising and annual appeal activities.
Timeline
Technician
First Call Environmental
12.2024 - Current
Bachelor of Science - Fire Science
Purdue University
11.2024 - Current
Emergency Recovery Coordinator
Paul Davis Restroration
01.2024 - 12.2024
Senior Vice President
RBC Capital Markets
05.2017 - 04.2022
Senior Vice President
UBS Financial Services
01.2011 - 05.2017
Bachelor of Science - Biology
Fairleigh Dickinson University
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