Brandon Bell
Virginia Beach
Summary
My career objective is to be a collaborative self-starter who has a proven track record of success, in a remote and client facing environments.
A detail-oriented proactive and compassionate driven client relations specialists, engaging in strong communication, listening and problem-solving skills. A high level of attention to detail and a passion for providing services and a relationship builder with skillsets introspecting, growth in expansion of enterprise accounts.
Seeking growth opportunities for someone with background in investments and wealth management to increase my career knowledge. Able to identify analyze an propose solutions to various consumer’s and interpret technical concepts for business support. Exceptional team player with personal skills. The ability to translate technical concepts in business terms. “
Overview
12
12
years of professional experience
Work History
Treasury Transfer Customer Service Lead
BNY Mellon Banking /remote
Manhattan
11.2024 - 03.2025
- Demonstrate ability to assist with clients stock shares for investing purposes financial securityresponsible for assisting the clients and team leadsAssist Team in promoting and selling private equity securities, maintaining relationships with investorsproviding detailed information about equity offerings, and collaborating closely
Provide assistance with marketing and sales teams to ensure accurate communication with investors.Involved in conducting in-depth research, analyzing finances for clients
Customer Support Advisor
Osaic/ Advisor Group
Scottsdale
11.2022 - 12.2023
- Researching 401k investments Roth IRA financial investments credentialsDemonstrate the ability to reach decisions promptlyAnd implement appropriate action.Demonstrate ability to work with Workday and payrollPayroll experience in the United States, Canada and Puerto RicoEducate client where to find information related to topicCustomer service support for investment, investors, and wealth AdvisorNavigating user interface NetX 360 to provide clients solutions
License Timeshare Agent
Diamond international resorts
Virginia Beach
01.2020 - 03.2022
- Prospecting clients ushering them to the best property to serve there family needs● Managing clients paperwork concerning timeshare● Giving clients a great experience and excellent customer service
Product Specialist
Checkered flag automotive
Virginia Beach
04.2015 - 12.2020
Financial Representative
Capital Group
Norfolk
04.2013 - 03.2015
- Prepared financial statements for financial advisor and broker dealersAssess and evaluated mutual funds, 401k investments and 529’s into correct funding subsidiariesFollowed investment procedures for client to receive
- accurate funding for investment transactions
- Assist with the review and coverage for daily and periodic accounting responsibilities, including determining the daily net asset value of one or more mutual funds in the American Funds.
Education
Bachelor of Science - Business Administration And Management
Old Dominion University
Norfolk, VA06-2015
Associate of Science - Business Administration
Tidewater Community College
Virginia Beach, VA05-2007
High School Diploma -
Ocean Lakes High School
Virginia Beach, VA06-2003
Skills
- Strong leadership and team management abilitiesExcellent communication and negotiation skillsAnalytical mindset with data-driven decision-making skillsStrategic thinking and problem-solving abilitiesProficiency in Microsoft office, Microsoft Teams and workdayExcellent in Microsoft Office, Excel, Word, Power point, outlookExpert in sending and receiving e-mailsStrong problem solving skills and critical thinking skillsExcellent in faxing through computer, Microsoft Windows 10 XP, Type 45 wpmExceptional with spreadsheet, Detail oriented, thorough revision skillsEthical, Superior written skills and communication skills
Interests
https://www.linkedin.com/in/brandon-k-bell-08344b315
Timeline
Treasury Transfer Customer Service Lead
BNY Mellon Banking /remote
11.2024 - 03.2025
Customer Support Advisor
Osaic/ Advisor Group
11.2022 - 12.2023
License Timeshare Agent
Diamond international resorts
01.2020 - 03.2022
Product Specialist
Checkered flag automotive
04.2015 - 12.2020
Financial Representative
Capital Group
04.2013 - 03.2015
Bachelor of Science - Business Administration And Management
Old Dominion University
Associate of Science - Business Administration
Tidewater Community College
High School Diploma -
Ocean Lakes High School