Brandon H. Russ, Cfp® Email & Phone Number

Dallas, Texas, United States

Dallas-Fort Worth Metroplex

- Worked closely with small business owners to develop strategies to increase liquidity, reduce taxliability, and improve risk management. - Exhibited strong knowledge of the US Tax Code while advising sell-side clients through pre-transactionand post-transaction planning. Strategies often included tax-efficient charitable giving and complex estateand.

Fort Worth, Texas

- Independently developed, standardized, and communicated retirement plan enrollment processes andpresentations for 401(k) plan participants.- Collaborated with lead advisors and tax professionals to optimize client portfolios, requiring advancedknowledge in public and private investments.- Engaged 401(k) participants in educational discussions targeting.

West Lafayette, IN

Indianapolis, Indiana

- Produced reports and various other forms of communications for lead advisors to utilize in both client andprospect outreach as part of the firm’s overall marketing initiative.- Exemplified strong attention to detail in client review meetings while being responsible for capturingnotes, tracking action items in the firm’s CRM, and providing a comprehensive.

Carmel, IN

- Demonstrated oral and written communication skills necessary to accommodate guests while also booking reservations for new customers.- Responsible for maintaining and updating information such as room availability and guest concerns- Utilized and became familiar with a company software that served as a CRM for the hotel. Through the software, sales.

Bachelor'S Degree, Financial Counseling & Planning

Activities and Societies: Zeta Beta Tau fraternity, Financial Planning Association, Purdue University Hillel During my time at Purdue.

Education record

Activities and Societies: DECA, Real Help Club, and GKOM (freshman mentoring) During my time at Carmel High School I was given many.