Andy Bruns, Cfa Email & Phone Number

Cincinnati, Ohio, United States

Cincinnati, Ohio, United States

Cincinnati, Oh

Cincinnati, Ohio Area

Responsible for statistical and quantitative reporting for Opus’ strategies and clients, day-to-day operational duties and backing up trading when necessary.Performed additional duties in preparing marketing collateral, databases and requests for proposals (RFPs) as well as completing special projects for management and handling the firm’s information technology needs.Designed multiple spreadsheet applications, implemented new software programs and revised existing procedures in order to increase daily and monthly operational and reporting efficiency.Supported client relations personnel by leading efforts to increase firm branding by creating or redesigning new and existing institutional pitch books, client presentations and RFPs.

Cincinnati, Ohio Area

Responsible for contacting and then helping current Wells Fargo clients with managing and paying off revolving debt in the most efficient manner in addition to new business and loan generation.Acquired skills and knowledge in sales practices, customer service, loan generation, credit ratings and scores, and related management functions.Educated current and prospective clients with knowledge about alternatives.

Cincinnati, Ohio Area

Responsible for preparing client presentations, placing monthly trades and maintaining a client relationship management (CRM) database as well as performing administrative and clerical tasks and assisting other employees with miscellaneous projects as needed.Designed a system to streamline and automate approximately 3,400 trades annually and also revised or redesigned older company spreadsheets to make them more efficient and presentable.Acquired knowledge of investment and service fields such as estate planning, portfolio management, insurance, and retirement planning, as well as the interpretation of financial documents.

Indianapolis, Indiana Area