Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

KEVIN BROWN

Fort Washington,Maryland

Summary

Ability to handle multiple tasks and address problems creatively - Attention to detail and timeliness in delivering commitments - Excellent written and oral communication skills - Ability to work effectively, both independently and as a member of a team - Proficient in fast-paced environment - Skilled in problem solving, decision making and conflict resolution - Demonstrate energy, enthusiasm and self-motivation

Overview

20
20
years of professional experience
1
1
Certification

Work History

Financial Planner

Prudential Advisors
Bethesda, MD
12.2021 - Current
  • Develop retirement strategies tailored to each individual client's needs and objectives.
  • Provide advice on insurance coverage, estate planning, and tax strategies.
  • Monitor clients' accounts and recommended adjustments in response to changing market conditions.
  • Simplify complex financial terminology and concepts to support client comprehension and informed decision-making.

Retirement Plan Specialist (RPS)

Mission Square Retirement
Washington, DC
01.2015 - 10.2021
  • Successfully conducted over 30-40 monthly financial presentations and online webinars for DC Clients
  • Provided on-site service and education to DC Clients which helps to expand plan enrollment and participation
  • Launched and promoted events to educate Plan Participants and build trust and cohesiveness with stakeholders
  • Serviced a $3.3 Billion account and drove bottom-line revenue thru Managed Accounts, Roll-ins, and increased savings levels

Employer/EZLink Support Specialist

Mission Square Retirement
Washington, DC
01.2010 - 01.2015
  • Educate employer clients in using the EZLink system and assist them with the submittal process
  • Prepare and batch contribution submittals to ensure a smooth daily workflow process
  • Receive, safeguard, log and batch checks for delivery and bank branch deposits

Plan Contribution Associate II

Mission Square Retirement
Washington, DC
01.2006 - 01.2010
  • Processed and balanced an average of $8,000,000 in Employer contributions on a weekly basis
  • Produced high level of quality work with minimal errors resulting in the department achieving its goal

Investor Services Associate II

Mission Square Retirement
Washington, DC
01.2005 - 01.2006
  • Provided information to clients and employers on stock market activity, mutual fund options and IRS tax requirements
  • Prepared reports on fund performance for 401(a) & 457(b) retirement plans
  • Provided fund share prices, descriptions, and risk profiles, as well as fund fee structures for Traditional and Roth IRAs.

Education

Bachelor of Arts in Business Administration, Finance -

Howard University
05.1999

Skills

  • Portfolio Management
  • Retirement planning
  • Wealth Management
  • Client Relationship Development
  • Effective Communication
  • Client Confidentiality
  • Adaptability
  • Asset Allocation

Certification

  • FINRA Series 6, 63, 65
  • Life Insurance License
  • First Aid, AED, CPR

Accomplishments

  • Presidential Sales Level II (2019, 2020)
  • Leaders Circle (2018)
  • Mission Square Leadership Award Nomination
  • Team Player of the Year Award
  • Team Player of the Month

Timeline

Financial Planner

Prudential Advisors
12.2021 - Current

Retirement Plan Specialist (RPS)

Mission Square Retirement
01.2015 - 10.2021

Employer/EZLink Support Specialist

Mission Square Retirement
01.2010 - 01.2015

Plan Contribution Associate II

Mission Square Retirement
01.2006 - 01.2010

Investor Services Associate II

Mission Square Retirement
01.2005 - 01.2006

Bachelor of Arts in Business Administration, Finance -

Howard University

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