David P. Brandt
Orlando,FL
Summary
Results oriented transformational leader with over 10 years of experience in private wealth investment management, business technology, and process consulting. Excellent track record of building and maintaining strong relationships. A team player, who is enthusiastic, resourceful, and hardworking to provide an exceptional client experience.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Sales & Marketing Leader
Crescent Consulting & CPAs
Longwood, FL
03.2023 - Current
- Lead a sales team and oversaw marketing activities for the firm's Oracle NetSuite practice
- Implemented SEO tactics across websites, landing pages and other online assets
- Identified growth opportunities organically within our existing customer base and external prospects
- Coordinated marketing campaigns, monitoring accuracy, budgetary constraints, execution and follow-up.
- Worked closely with senior management to refine and implement set of KPI's and strategic priorities
- Managed daily operations of sales department, including supervision/mentoring/training to ensure the success of our business development representatives
- Conducted regular meetings with staff members to review current goals and best practices
- Increased visibility and brand recognition by evaluating and participating in trade shows and conventions related to business process optimization
- Implemented process changes designed to streamline workflow within the practice which reduced lead time by more than 25%
- Generated leads through various online channels saving the firm more than 65% of its budget that was previously spent procuring leads lists that provided a very low return on investment
- Expanded our BDR program to consist of a mix between on-shore Crescent team members, and contracted off-shore BDR resources
- Provides ongoing training and guidance in areas such as sales techniques, product knowledge, customer service skills
Sr. Oracle JDE Finance Lead
Eola Consulting Group
Orlando, FL
01.2022 - 03.2023
- Oracle JD Edwards ERP Finance Lead for system upgrade (contractor)
- Conducted workshops with stakeholders to understand their needs and develop process flows for the financial modules.
- Analyzed system data to identify inefficiencies or errors in order to recommend changes to improve data migration
- Performed Gap Analysis to identify areas where existing solutions do not meet the client's requirements
- Provided end-user training on the use of various finance ERP modules
- Coordinated with internal teams to ensure successful completion of projects within the time and budget constraints provided in the contracted scope of work
- Monitored user acceptance testing results to make sure all functional finance areas worked properly before going live
- Developed test plans to evaluate new features or functionality prior to release into production environment
- Identified opportunities for improvement within existing processes utilizing knowledge of industry standards and best practices
- Created documentations outlining standard operating procedures for daily operations related to finance
- Collaborated with cross-functional teams throughout the organization on initiatives involving data migration from legacy systems
- Provided post go live support to the Client
Private Wealth Investment Management Assoc. (AVP)
Wells Fargo Advisors
Orlando, FL
05.2015 - 12.2021
- Conducted due diligence on potential investments including attending meetings with external stakeholders (SMA's, External Managers, Wholesalers)
- Built relationships with cross functional teams to provide a holistic approach to financial planning. (Lending, Commerical, Private Bank)
- Researched companies' competitive landscape and identified strategic advantages or disadvantages relative to peers.
- Monitored portfolio performance against benchmarks and assessed risk-adjusted returns on investments.
- Ensured compliance using internal compliance measures for retirement accounts maintaining compliance with the Reg BI and fiduciary rules.
- Managed investor relations activities such as responding to inquiries about portfolio performance or strategy changes.
- Built and strengthened client relationships to form a trusted advisor relationship which lead to long and profitable bonds
- Appointed to the firm wide technology test users group to support process optimization and more connected interdepartmental technology solutions
- Maintained knowledge of products, services, technology platforms and industry trends
- Developed and presented strategies for risk management/favorable tax treatment utilizing an array of investment vehicles such as options strategies
- Created visualizations such as graphs or charts to help convey complex information in an easily understandable way.
- Prepared performance reports and conducted portfolio reviews for clients
- Managed multiple projects simultaneously while ensuring accuracy of work product
- Developed strategies for increasing sales revenue through cross selling activities
- Optimized loan collateral strategies based on stock prices and fluctuations
- Provided leadership, direction, guidance, and support to team members on a daily basis.
Education
Bachelor of Arts - Business Administration/Economics Emphasis
05.2015
Skills
- FINRA Series 7
- FINRA Series 63
- FL life/health & variable contracts 2-15 license
- Relationship Building
- B2B/B2C sales & marketing
- Customer Relationship Management (CRM)
- Financial Goal Planning
- Project Management
- SaaS Functional Consulting
- Investment Principles
- Risk Mitigation
- Systems Analysis
- Leadership
- KPI Management
- Prospecting and Networking
- Coaching
Timeline
Sales & Marketing Leader - Crescent Consulting & CPAs
03.2023 - Current
Sr. Oracle JDE Finance Lead - Eola Consulting Group
01.2022 - 03.2023
Private Wealth Investment Management Assoc. (AVP) - Wells Fargo Advisors
05.2015 - 12.2021
Rollins College - Bachelor of Arts, Business Administration/Economics Emphasis