Brandon Cumba, Cfp® Email & Phone Number

Dallas, Tx, Us

Dallas, Texas

Supports a group of Advisors and their clients by overseeing and helping implement Strata’s financial planning and investment process. Supervises staff and monitors processes for the successful integration of new Advisor's practices to Strata. Assists with the integration and training of team members new to Strata.Collaborates as a member of Strata's management team, including coordination of complete financial planning and wealth management (investment & insurance analysis, education planning, retirement planning, estate planning, tax strategies, and portfolio management).

Dallas, Texas

Coordinated the back-office financial planning processes for a group of Advisors.Prepared Advisors for client meetings by having all required data, presentations, and plans assembled and organized.Coordinated and assured that all client planning items were completed.Supervised administrative staff and monitored processes for investment products, including trades, and new business applications.Supervised staff and monitored processes for insurance products, including new applications and underwriting.

Little Rock, Arkansas

Served as liaison between clients and the TCM team to ensure the successful transition for new clients in regards to all aspects of the on-boarding process.Initiated ongoing and regular client contact and communications, including portfolio planning updates, portfolio changes and reviews, investment returns and new investment opportunity identification. Met with clients, and potentially with attorneys and CPA's, to obtain information necessary to develop and complete financial plans and investment strategies.Collaborated with clients, including coordination of complete financial planning and wealth management (investment analysis, education planning, retirement planning, estate planning, tax strategies and portfolio management).

Bryant, Arkansas

Opened, evaluated specific needs, and performed routine maintenance for personal and business bank products and services. Processed consumer and business loan applications by evaluating credit requests, entering credit applications, responding to underwriting correspondence by gathering and verifying income, collateral and insurance documents, submitting loan turn down override forms when appropriate and mining credit reports for additional lending opportunities.Trained new hire Bankers, Assistant Branch Managers, and Branch Managers on U.S. Bank branch policies & procedures, new consumer & business account sales, openings, and maintenance, and consumer & business loan sales, policies & procedures.Conducted outside sales calls to local businesses and maintained a book of business for conversion of business products and services. Established rapport with auto, boat, and recreational vehicle dealerships as referral sources for loan production.

Dallas, Texas

- Assisted Account Executive in providing superior service standards for the firm’s largest client.- Created and renewed 1,500 insurance certificate templates through a specialized software application.- Administered information updates to Excel spreadsheets.- Produced current client information through the entry of data in the firm’s Agency Management System.

Arkadelphia, Arkansas

- Enforced rules/regulations and administered housing arrangements for a Facility comprised of 120 students.- Maintained and coordinated Student Housing Facility and supplies.

Ennis, Texas

- Increase company memberships 10% by acquiring personal clients during each employment term, performing managed tours of facility, and marketing to prospective members.- Compose, prescribe, and instruct physical fitness and nutrition programs for clientele.- Establish short and long term individual fitness goals.- Determine physical well being of clients by measuring body composition and body mass index.- Organize and administer series of tests including muscular strength, muscular endurance, cardiovascular endurance, power, flexibility and proprioception (balance). - Retain existing clientele by assisting owner in maintaining an atmosphere of excellence by providing customer service, hygiene, athletic equipment maintenance, fitness accessories, and nutritional products necessary to ensure a superior workout experience.- Conduct training of new personnel.- Designed, marketed and coached sports specific strength and conditioning summer camp for various aged athletes.

Bachelor Of Arts (B.A.)

Activities and Societies: Rho Sigma Men's Fraternity, OBU Tiger Football Program, Academic Dean's List

High School Diploma, General Studies

Activities and Societies: Ennis Lions Back-to-Back (2000 & 2001) 4A Division 2 State Championship Football Program Peer Assitant.