Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Preferred Name
References
Additional Information
Timeline
Generic

Clyde Mark Brann

Farmington,MO

Summary

Dependable accounting professional acknowledged for reliability, integrity and quick-learning ability. Highly skilled in client mentoring and financial advisement with eye for identifying and correcting errors. Dedicated with strong work ethic and resourceful nature. Skilled Accounting Assistant skilled in data processing and analysis with strong attention to detail and methodical approach. Brings motivation to learn and excel combined with skills developed from MDRT training and previous experience. Versed in accounting software, spreadsheet tracking and GAAP. Ambitious Accounting Assistant demonstrating strong background in employee expense management and vendor relations. Skilled in managing outstanding invoices to reduce payment time. Eager to fulfill role of increased responsibility to add value to dynamic accounting team. Trainee Accountant with Masters Degree in Accounting and knowledge, skills and abilities to serve as accounting or accounting related intern performing assignments involving practical application of financial principles, processes and regulations. Demonstrates accounting aptitude through education and picking up tasks and concepts quickly. Payroll and accounts receivable with hands-on experience performing accounting work that requires application of accounting theories, concepts, principles and standards to achieve task and assignment objectives within established deadlines. Applies effective verbal and written communication skills to expand exposure to working in professional team environment. Seasoned auditing professional knowledgeable about risk aversion strategies, cost reduction options and financial processes. Decisive and persuasive communicator with proven problem-solving, leadership and planning abilities. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level accounting or accounting related position. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

19
19
years of professional experience

Work History

Financial Investment Planner

the Brann Group
06.2007 - Current
  • Individual tax advisement/planning related to investment and estate insurance planning
  • Series 7 and 63
  • Assisting small business owners in creating options to fund buy-sell agreements, procure key-man life insurance, establish retirement plans (IRAs, 401-K's, SIMPLE) and individual investment accounts
  • Works closely with an established CPA and attorney for legal advice concerning advanced markets
  • Assists small business owners with personal disability and disability income buy-sell funding agreements (partnerships, LLCs, and S-Corps.) Officiates small group seminars concerning investment options and life insurance as an estate creation tool
  • Topics include passing assets on to heirs while avoiding probate, estate taxes, and proper trust creation
  • Individual life insurance sales to upper middle-income clientele to create college funding for children/grandchildren, mortgage elimination, and estate creation for heirs.

Stockbroker, Telemarketing, Direct Sales

Edward Jones and/or Omaha Investor Services
03.2005 - 06.2007
  • Individual sales via face to face or telemarketing depending upon client situation
  • Securities sales
  • Life insurance as a financial planning tool alongside disability income (income replacement) products, both individual, small business, and small group.

Education

Master of Science - Accounting

Western Governors University
Salt Lake City, UT
08.2023

Bachelor of Science - Accounting

Western Governors University
Salt Lake City, UT
03.2022

LINKDN LEARNING
Western Governors University

Skills

  • Individual, managerial, and commercial tax proficient, including completing fundamental tax-related forms for IRS submission and calculating taxes and related deductions Practical knowledge and application of GAAP Advisor Roles – group and individual, tax planning, Customer Relationship Management (CRM), retirement, investment planning, personal and small business contingency planning, Microsoft Office, QuickBooks, and Drake Tax Software proficient Seminar planning and small group speaking Former financial and investment planner with twenty years' experience Markets have included Small business owners and upper-income retirees Emphasis upon investment planning, business continuation, estate protection, tax planning, and financial contingency planning Excels at seminar education events as well as small group and one-on-one instruction Degrees held include a Bachelors and Master's Degree of Science in Accounting, as well as licensed Series 7 and 63
  • Materials Preparation
  • Communications Management
  • Project Management
  • Project Feasibility Studies
  • Data Management
  • Program Support
  • Community Education
  • Compliance Monitoring

Accomplishments

  • Supervised team of five staff members.
  • Achieved a coordinated marketing strategy through effectively helping with a successful marketing outcome by year end.
  • Achieved employee retention by completing a diversity program with accuracy and efficiency.
  • Achieved fast turn-around in computer generated applications relevant to industry by introducing a software program for Investment tasks.
  • Collaborated with team of five in the development of advanced markets.
  • Documented and resolved reversal of underwriting decisions which led to increased issue and placement.

Preferred Name

Mark

References

  • Ellen Gettenberg, Sr. Vice President of Commercial Operations, Woodward Pharmaceutical Services, Wixom, Michigan, (305) 205-5301
  • Arthur Hunborg, undergraduate student mentor, Western Governors University, 877-435-7948 (Work), 502-526-8878
  • Jackie Benson, Enrolled Agent and Macc student mentor, Western Governors University, 877-435-7948 (Work), 385-428-4217
  • Robin Walker, PhD, CMA Instructor, College of Business, Western Governors University, 1-877-435-7948 Ext. 5446 (Work), 1-385-428-5446
  • Dale Schwartz, Enrolled Agent, United Hebrew, Chesterfield, MO, 63017, (636) 346-8665

Additional Information

After having recently completing my Masters of Science in Accounting, I wish to move out of direct sales in order to pursue my life-long ambition of becoming a Certified Public Accountant or working in a related accounting field.

Timeline

Financial Investment Planner

the Brann Group
06.2007 - Current

Stockbroker, Telemarketing, Direct Sales

Edward Jones and/or Omaha Investor Services
03.2005 - 06.2007

Master of Science - Accounting

Western Governors University

Bachelor of Science - Accounting

Western Governors University

LINKDN LEARNING
Clyde Mark Brann