Brandon Fitts, Msba, Mba Email & Phone Number

Malvern, Pennsylvania, United States

• Led an initiative to score Business-Critical products through the creation of rubrics, a PowerBI dashboard integrated with Power Apps, and white paper feedback reports
• Built a Product Service Level dashboard to inform the business of data availability and accuracy
• Built an Investor Protection dashboard to inform the business of potential diminished capacity clients

Malvern, Pennsylvania, United States

• Collaborate with business partners to create and deliver analytical products
• Design and publish dashboard visualizations to drive insights and decision-making
• Perform analysis of historical and current data to surface trends and to better achieve outcomes
• Maintain and implement fixes for Tableau reports used throughout the business
• Work in conjunction with the Defect Management Support Team to identify the root cause of RIG tickets
• Develop standard work for the Production Support Team

King Of Prussia

• Awarded employee of the month - consistently a top performer with 90%+ call quality scores
• Fulfilled financial advisor and shareholder requests accurately, efficiently, and promptly
• Handled client financial research requests, transactions, and processing inquiries
• Fielded 40+ calls a day and resolved 200+ inquires a week while exceeding job expectations
• Onboarded eight new hires with training and coaching on 10 mutual fund companies and CRM
• Selected to manage estate financial affairs based on excellence in handling escalated calls

Kennett Dental Internship

• Kennett Dental - Dr. Richard Ram, D.M.D, Kennett Square PA
• Learned and researched the financial aspects of dental practice management
• Shadowed the front office administrator on financial treatment plan options, insurance types, and billing procedures
• Acted as dental assistant for select procedures

• Met quotas for gathering products off of printing machines in a fast-paced environment.
• Prepared printing machines for the next job while meeting time constraints and ensuring safety of the work place.
• Engaged with team members and managers to implement new ways to complete tasks in a timely manner.

• Transported pallets from the receiving department to the main floor while maintaining organization and meeting deadlines.
• Separated and pack freight off of pallets onto shelves ensuring accuracy and precision of the items being stocked.
• Adhered to all safety procedures and compliance requirements while performing various job functions.

Master'S Degree, Business Analytics, Gpa 3.96

• Full Time MS in Business Analytics student with a concentration in Statistics. • Relevant coursework: Database Analysis and Design for.

Master Of Business Administration - Mba, Business Administration And Management, General, Gpa 3.97

• Full Time MBA student with a concentration in Entrepreneurship/Innovation. • International Residency in Romania, met with companies that.

Bachelor Of Science (Bs), Mathematics, Gpa 3.68

Activities and Societies: Kappa Mu Epsilon – The National Mathematics Honor Society• Graduated with a 3.90 GPA in Mathematics major •.

High School Diploma, Gpa 4.25