Benjamin Doerner Email & Phone Number

Kentwood, Michigan, Us

- Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.- Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.- The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Kentwood, Michigan, Us

- Performed financial planning & case analysis- Handled client review prep for each advisor- Supported our operations team with various related tasks

Grand Rapids, Michigan, Us

- Developed comprehensive understanding of financial statements and enhanced opportunities to assess risk- Performed economic and industry risk analysis, financial projections, and risk assessments to maximize credit quality- Presented key information to upper management and the executive team for loan recommendations

Grand Rapids, Mi, Us

- Sourced and screened new acquisition opportunities - Maintained relationship with a database of investment bankers & service providers- Performed due diligence analysis and financial modeling to build cases for acquisitions

Columbus, Ohio, Us

- Consulted with small business customers to determine needs and proposed personalized banking solutions- Guided teams to increase business portfolio and grow bottom-line profitability- Bromley’s Best Award recipient

Columbus, Ohio, Us

- Advised customers on bank products, services, and financial planning options- Adhered to bank and legal guidelines for reporting, loan approvals, and money handling- Bromley’s Best Award recipient

Columbus, Ohio, Us

- Received regional branch, recognition award for outstanding customer service- Bromley’s Best award recipient

Midland, Michigan, Us

Bachelor Of Business Administration - Bba, Finance

Education record