Brandon Michael

Brandon Michael Email and Phone Number

Financial Planning Associate @ Oak Tree Holdings LLC | MA in Economics @
Brandon Michael's Location
Cleveland, Ohio, United States, United States
Brandon Michael's Contact Details

Brandon Michael personal email

n/a
About Brandon Michael

During my career, my commitment to excellence in financial planning is underpinned by an extensive background in asset management, where I honed my expertise in risk mitigation and statistical analysis. Collaborating closely with borrowers and leveraging my MA in Economics, I have ensured compliance and optimal performance of loan portfolios, a testament to my dedication to fiscal responsibility and client success.The skills I cultivated during my tenure at BWE, particularly in finance and time management, enable me to deliver robust financial strategies and surveillance activities. Our team's collaborative efforts in monitoring and reporting have been crucial in navigating property-related risks and in enforcing loan agreement terms, thereby safeguarding stakeholder interests and driving informed decision-making.

Brandon Michael's Current Company Details
Oak Tree Holdings LLC

Oak Tree Holdings Llc

Financial Planning Associate @ Oak Tree Holdings LLC | MA in Economics
Brandon Michael Work Experience Details
  • Oak Tree Holdings Llc
    Financial Planning Associate
    Oak Tree Holdings Llc May 2024 - Present
    Valley City, Ohio, United States
  • Bwe - Bellwether Enterprise Real Estate Capital, Llc
    Asset Manager
    Bwe - Bellwether Enterprise Real Estate Capital, Llc Jan 2023 - May 2024
    Cleveland, Ohio, United States
    • Perform ongoing asset management and surveillance activities to identify, monitor, rate and mitigate the financial, credit, operational, physical, ownership and market risks impacting the properties collateralizing the portfolio• Review, analyze and report on property and principal-level financial statements• Review third party property inspections to identify mitigation strategies for all life safety and deferred maintenance• Review and approve reserve withdrawals to reimburse Borrowers for eligible expenditures• Monitor Borrowers’ compliance with the terms and conditions of the Loan in accordance with the Loan Documents
  • Bellwether Enterprise Real Estate Capital, Llc
    Senior Portfolio Analyst
    Bellwether Enterprise Real Estate Capital, Llc Aug 2021 - Jan 2023
    Cleveland, Ohio
    • Review property inspections and identify mitigation strategies for life safety/deferred maintenance items discovered• Analyze and review reserve withdrawal requests to reimburse Borrowers regarding eligible expenditures and recommend approvals to Management• Collaborate with Borrower to ensure all post-closing responsibilities are progressing per loan agreement• Identify and monitor risk within portfolio and perform asset management tasks to ensure compliance is being met• Review and analyze quarterly property financial reports and submit results to Lender
  • Bendix Commercial Vehicle Systems Llc
    Supply Chain Development Program - Process Lead/Operational Buyer
    Bendix Commercial Vehicle Systems Llc Jul 2019 - Jul 2020
    Elyria, Ohio
    Rotation 3• Directly work with Bendix plants and suppliers regarding issues relating to timely delivery, operational issues, payment issues, and any relevant communication needed to ensure a quality and trusted relationship • Update new pricing within Bendix’s system regarding changes in raw material surcharges and base price/value add increases • Work with Regional Category Mangers within Purchasing department on pricing agreement details to ensure new deals are being met from both sides• Review new quotes from suppliers and compare against new and current suppliers to make most cost effective and quality related decisions when implementing new parts or strategically switching sources • Analyze cost savings projects to track overall yearly impact and ensure agreements have been implemented and final agreements are on track to be met • Purchasing lead on ASN (Automatic Shipping Notice) implementation; planning all suppliers to implement and working with suppliers and Supply Chain Department on timely implementation
  • Bendix Commercial Vehicle Systems Llc
    Supply Chain Development Program - Materials Analyst
    Bendix Commercial Vehicle Systems Llc Jun 2018 - Jul 2019
    Elyria, Ohio
    Rotation 2• Supply Chain Excellence representative for all supplier transitions and product launches; assist project leader with all Supply Chain tasks and issues involving project• Manage supplier delivery reports and run monthly meetings with all plants discussing results, root causes, and actions being taken on supplier issues• Assist with creation of monthly Profile Report, as well as managing and improving individual reports • Create monthly Planner Scorecard and distribute to plants indicating individual planner monthly results• Manage Planning Calendar issues and system clean up; work with logistics carrier and plants to ensure orders are being placed on correct due days that also factor in plant and supplier specific goods processing time
  • Bendix Commercial Vehicle Systems Llc
    Supply Chain Development Program - Materials Planner
    Bendix Commercial Vehicle Systems Llc Jun 2017 - Jun 2018
    Bowling Green, Kentucky
    Rotation 1 • Manage all Stock Transfer Orders (STO’s) from Bowling Green, KY manufacturing facility to all other Bendix facilities• Communicate with all Bendix manufacturing facilities with material shortage issues and timetable to deliver to respected facility• Plan and manage Drum Brake hardware components, camshafts, linings, and dust shields• Communicate and work directly with suppliers on timely delivery of incoming material and any issues that occur• Planned and managed all Air Disc Brake components regarding delivery timetables and discussing with suppliers recovery plans when necessary• Create and manage production orders within SAP and tracking the movement of the parts and finished products from Warehouse/Kanban location to shipping dock in necessary time for shipment• Member of problem solving team addressing any past and current issues receiving material and current process of receiving dock (using tools such as fishbone diagrams, 5 Whys, and Gemba Walks to dissect current process)
  • Bendix Commercial Vehicle Systems Llc
    Indirect Purchasing Co-Op
    Bendix Commercial Vehicle Systems Llc Dec 2016 - Jun 2017
    Elyria, Ohio
    • Convert all indirect shopping carts into Purchase Orders and send out to suppliers• Assist all departments in acquisition of goods and services• Analyze and edit purchase order requests through SAP and SRM (Supply Relation Management)• Track tooling vendor shopping carts through SAP • Monitor all Production Part Approval Process (PPAP) samples from start to finish and notify accounts payable and buyer if approved or rejected• Working directing with purchasing directors and buyers to lead the continuous maintenance of vendor tooling report accounting for invoices and current financial standing of tool with supplier• Assist in invoicing and payment issues
  • Bellwether Enterprise Real Estate Capital, Llc
    Servicing/Agency Analytics Intern
    Bellwether Enterprise Real Estate Capital, Llc Aug 2015 - Dec 2016
    Cleveland, Ohio
    • Clean and locate financial data from company software to excel program• Hands-on training with financial projects involving escrow accounts and insurance policies• Analyze property financial statements and organize relevant information in financial database for servicing portfolio worth over $10 billion
  • City Of North Olmsted
    Maintenance
    City Of North Olmsted May 2014 - Aug 2015
    North Olmsted, Ohio
    • Responsible for general upkeep of recreation facility, ice rink, and city parks• Management of multiple concurrent projects and assignments• Tasked with both team oriented duties as well as individual assignment completion
  • Chick-Fil-A-Franchise
    Manager
    Chick-Fil-A-Franchise Jun 2010 - May 2014
    North Olmsted, Ohio
    • Balanced nightly receipts and day-to-day store finances• Coordinate appropriate labor percentage based upon business• Mediate customer service towards positive brand outcome

Brandon Michael Skills

Project Management Microsoft Office Finance Business Strategy Public Speaking Research Economics Statistical Analysis Budgeting Leadership Management Time Management Supply Chain Management Event Planning Powerpoint Customer Service Microsoft Word Microsoft Excel

Brandon Michael Education Details

Frequently Asked Questions about Brandon Michael

What company does Brandon Michael work for?

Brandon Michael works for Oak Tree Holdings Llc

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

Brandon Michael's current role is Financial Planning Associate @ Oak Tree Holdings LLC | MA in Economics.

What is Brandon Michael's email address?

Brandon Michael's email address is br****@****dix.com

What schools did Brandon Michael attend?

Brandon Michael attended Cleveland State University, Cleveland State University, Cleveland State University.

What are some of Brandon Michael's interests?

Brandon Michael has interest in Forecasting, Finance, Economics, Sports, Statistics, Investment.

What skills is Brandon Michael known for?

Brandon Michael has skills like Project Management, Microsoft Office, Finance, Business Strategy, Public Speaking, Research, Economics, Statistical Analysis, Budgeting, Leadership, Management, Time Management.

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