David P. Brandt

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.

Summary

Overview

Work History

Sales & Marketing Leader

Sr. Oracle JDE Finance Lead

Private Wealth Investment Management Assoc. (AVP)

Education

Bachelor of Arts - Business Administration/Economics Emphasis

Skills

Timeline

Websites

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