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• Received formal recognition from the leadership team on partnership with subdivisional pods• Train and lead new hires on Tableau, SQL, and various tasks encountered in day to day operations• Interview contractors for data analyst roles within the Regulatory & Compliance team• Built a Data Quality Monitoring dashboard to inform the business of table reliability

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• Assisted the Delaware Investments callout team to resolve escalated issues• Knowledgeable in bank, fund company, and federal govt. investment rules and regulations• Worked efficiently with teammates, managers and departments to find solutions to problems• Improved company forms eliminating redundant information and saving time and resources• Completed 240 hour work training course in mutual funds and customer relations• Attended conference calls and information sessions with mutual fund companies• Extensive experience with CRM, FSR and SuRPAS internal operating systems

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.

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