Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
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Brixan Burgess

Statesville,NC

Summary

Versatile Analyst with a proven track record at Gardner Webb Portfolio Management Group, showcasing expertise in financial analysis and exceptional communication skills. Excelled in process improvement and client education, significantly enhancing business strategies and customer satisfaction. Fluent in Spanish, adept in MS Excel, and recognized for leadership and decision-making capabilities.

Overview

7
7
years of professional experience

Work History

Analyst

Gardner Webb Portfolio Management Group
08.2024 - Current
  • Conducting basic research and analyses on the industrial and utilities sectors.
  • Providing recommendations on current holdings.
  • Communicating with Staff Advisor and Team regarding our holdings and processes
  • Learning through group activities and guest speaker seminars


Bookkeeper/Financial Consultant

Burgess Capital Solutions
02.2024 - Current
  • Assisting Small Business owners with implementing QuickBooks in their businesses
  • Assisting in the reconciliation of accounts
  • Collaborating with clients to find and establish new strategies, ideas, and processes to grow their businesses
  • Educating clients on financial topics and practices

Manual Laborer

Lentz Wastewater Management
06.2018 - 08.2024
  • Seasonal/Summer manual laborer, working in septic tank installation.
  • Jobsite translator for Spanish-speaking customers and employees.
  • Providing On-site training for new employees

Assistant Manager

Crush It Coliseum Gym
03.2022 - 07.2023
  • Improved customer satisfaction by addressing and resolving complaints promptly
  • Maintained communication with members through feedback and event planning
  • Regularly cleaned and organized the facility and its amenities
  • Became proficient in the sales of supplements and memberships

Education

Bachelor of Science - Finance

Gardner Webb University
Boiling Springs, NC
05-2025

Associate of Arts -

Mitchell Community College
Statesville, NC
05-2023

Skills

  • MS Excel
  • Decision-making
  • Excel proficiency
  • Communication
  • Process improvement
  • Fluent in Spanish
  • Networking
  • Sales
  • Customer Service
  • Financial Analysis
  • Business Planning
  • Leadership

Accomplishments

  • D1 Wrestler
  • Fall 2023 Deans List

Languages

Spanish
Full Professional

Timeline

Analyst

Gardner Webb Portfolio Management Group
08.2024 - Current

Bookkeeper/Financial Consultant

Burgess Capital Solutions
02.2024 - Current

Assistant Manager

Crush It Coliseum Gym
03.2022 - 07.2023

Manual Laborer

Lentz Wastewater Management
06.2018 - 08.2024

Bachelor of Science - Finance

Gardner Webb University

Associate of Arts -

Mitchell Community College
Brixan Burgess