Brad Champion, Mba, Chfc® Email & Phone Number

Needham

Working with Medical Professionals to get them financially organized, leading to greater financial control and confidence. ► Present uncommon and unique business strategy planning that aims to help people save and enjoy more wealth,pay less in taxes, and protect their family along the way. ► Work closely with professionals, entrepreneurs,and business owners to get them financially organized, leading to greater financial control and confidence.► Forge strong relationships… Show more Working with Medical Professionals to get them financially organized, leading to greater financial control and confidence. ► Present uncommon and unique business strategy planning that aims to help people save and enjoy more wealth,pay less in taxes, and protect their family along the way. ► Work closely with professionals, entrepreneurs,and business owners to get them financially organized, leading to greater financial control and confidence.► Forge strong relationships through effective strategy & planning, helping people build an overflowing and fully protected balance sheet.► Help clients build wealth by rebutting common financial myths,eliminating guesswork, and focusing on rate of savings (vs. chasing rate of return) whilst reducing risk.► Design personalized financial website for people using: www.livingbalancesheet.com. Show less

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group… Show more Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. CA Insurance License Number - 0I45812. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. DG 6/11/24 Show less

► Improved efficiency of financial budgeting & forecasting process through the use of Hyperion Planning and automated Excel spreadsheets. Decreased turnaround time for quarterly and annual results, savings, and key strategic initiatives presented to senior management. ► Saved the company over $1M in net savings through diligent, strategIc tax appeals working closely with outside tax consultants ► Project lead in Liberty's "Going Green" initiative which exceeded annual utility… Show more ► Improved efficiency of financial budgeting & forecasting process through the use of Hyperion Planning and automated Excel spreadsheets. Decreased turnaround time for quarterly and annual results, savings, and key strategic initiatives presented to senior management. ► Saved the company over $1M in net savings through diligent, strategIc tax appeals working closely with outside tax consultants ► Project lead in Liberty's "Going Green" initiative which exceeded annual utility reduction goal of 4% in target locations. ► Led strategy and implementation of special projects and consulted on potential business savings. Show less

The 360 Huntington Fund is a graduate level student run mutual fund at Northeastern University, actively trading a portion of NU's endowment fund.► Actively pitched investment ideas with in-depth presentations that highlighted catalysts, growth opportunities and risks.► Supported findings with Discounted Cash Flow, Dividend Discount, and Multiples valuation models.

► Advised on financial planning & three year forecasting strategies with department heads and senior managers. ► Recommended improvements to Oracle administrator automating monthly forecasting process, saving time and meeting critical deadlines with increased accuracy. ► Presented senior management with cost/benefit analysis on multiple projects, increasing cost savings and efficiencies within company departments.

► Designed and maintained financial Excel models that forecasted expenses, resulting in increased efficiency in forecasting & budgeting cycles and strategic business decisions. ► Provided various ad-hoc analysis to senior management eliminating redundant processes and continuously improving company's incentive compensation program.

► Automated retirement benefit calculation systems to provide participants with faster solutions and improved customer satisfaction.► Significant role in training and coaching Indian associates for successful offshoring of company's business processes to India.

Mba, Corporate Finance & Investments

Activities and Societies: Research Analyst for Northeastern 360 Huntington Fund

Bachelors, Finance

Activities and Societies: Alpha Gamma Pi Fraternity, Intramural Basketball & Baseball.

Bentley College Business Programs Abroad- Melbourne, Australia