Brandon Herrera

Brandon Herrera Email and Phone Number

Senior Operations Associate - Annuity Specialist @ Aspida
Raleigh, NC, US
Brandon Herrera's Location
Raleigh, North Carolina, United States, United States
Brandon Herrera's Contact Details

Brandon Herrera work email

Brandon Herrera personal email

n/a
About Brandon Herrera

My name is Brandon, I am a graduate of North Carolina State University. Since May 2022, I was a part of Fidelity Investments' Workplace Investing division, specializing in 401K and pension plans. In this role, I gained invaluable experience, particularly in onboarding, where I supported new hires with the 401K product and provided real-time coaching to help those associates reach their full potential.In March of 2024, I accepted a role with HedgServ as an Investor Services Administrator. I'm eager to continue learning and exploring new avenues in finance, seeking opportunities to expand my expertise beyond my current role.

Brandon Herrera's Current Company Details
Aspida

Aspida

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Senior Operations Associate - Annuity Specialist
Raleigh, NC, US
Website:
aspida.com
Employees:
256
Brandon Herrera Work Experience Details
  • Aspida
    Senior Operations Associate - Annuity Specialist
    Aspida
    Raleigh, Nc, Us
    View
  • Hedgeserv
    Investor Services Administrator
    Hedgeserv Mar 2024 - Present
    Raleigh, North Carolina, United States
    View
  • Fidelity Investments
    Financial Associate Ii- Multi Product
    Fidelity Investments Jul 2023 - Feb 2024
    United States
    -Took on a secondary product in pension and now interact with customers to assist with inquiries regarding their pension benefit with employers.- Handled calls from General Motors, one of the biggest clients in the firm. - Handled escalated situations to strengthen and maintain customer satisfaction.
    View
  • Fidelity Investments
    Defined Contribution Representative
    Fidelity Investments May 2022 - Feb 2024
    -Assisting plan participants with inquiries regarding their 401k plans with their employer and providing world-class customer service.- Assisted in onboarding as a Peer Guide with new hires that are looking to learn the 401K product. - Performed live coaching with associates on calls to help them reach their full potential.
    View
  • Winstons Grille
    Busser
    Winstons Grille May 2019 - Dec 2021
    Raleigh, North Carolina, United States
  • Harris Teeter
    Cashier
    Harris Teeter Mar 2016 - Aug 2018
    View

Brandon Herrera Education Details

Frequently Asked Questions about Brandon Herrera

What company does Brandon Herrera work for?

Brandon Herrera works for Aspida

What is Brandon Herrera's role at the current company?

Brandon Herrera's current role is Senior Operations Associate - Annuity Specialist.

What is Brandon Herrera's email address?

Brandon Herrera's email address is br****@****fmr.com

What schools did Brandon Herrera attend?

Brandon Herrera attended North Carolina State University.

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