Brandon Wiegand Email & Phone Number

Newtown Grant, Pa, Us

Newtown, Pennsylvania, United States

As an officer for in the Retirement Operations in the Wealth Management section of the firm. My responsibilities are split between two areas separated by Retirement types. For Defined Benefit Perform financial analysis reconciling errors, managing risks and standardizing processes Define and implement plans, procedures and metrics aligned with performance objectivesWork with cross-functional team members addressing client-centric requirements Develop and implement integrated solutions optimizing work flow efficienciesEstablish financial policies, best practices and process improvement processes Identify and resolve general ledger breaks reducing exposure risk and maximizing profitsCalculate and analyze tax records ensuring accurate withholdings and paymentsImprove dividend reconciliation by 25% implementing macrosExceeded annual performance objectives resulting in increased responsibilities Defined Contributions*Reconcile all financial transactions for plans between our record keeping and processing system.*Continued research, escalation of all plan overdrafts*Developed macro saving dividend reconciliation process by 85%• Perform financial analysis reconciling errors, managing risks and standardizing processes • Define and implement plans, procedures and metrics aligned with performance objectives• Work with cross-functional team members addressing client-centric requirements • Develop and implement integrated solutions optimizing work flow efficiencies• Establish financial policies, best practices and process improvement processes • Identify and resolve general ledger breaks reducing exposure risk and maximizing profits• Calculate and analyze tax records ensuring accurate withholdings and payments• Improve dividend reconciliation by 25% implementing macros• Exceeded annual performance objectives resulting in increased responsibilities

Pennington, Nj

• Processed routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations.• Provided quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients.• Performed analyses, trade processing, payment processing, daily incoming/outgoing wires completion and data entry• Raised funds at the beginning or end of month to fund pension payments• Notified Financial Advisors of all incoming and outgoing activity pertaining to each plan* Performed annual trust administration payment initiatives • Calculated and distributed 200+ plan participant pension payments with monthly disbursements up to $500,000• Managed annual fair market value reconciliations • Earned recognition for delivering outstanding customer service with largest partner client

Pennington, Nj

Ad hoc reportingSchedule C reconciliationsFair Value reconciliationsPortfolio rebalancingProcessing incoming and outgoing wires

Dresher, Pa

Served as financial services customer service representative Reviewed life insurance policies addressing data errors Utilized CRM system documenting data ensuring accurate reporting Analyzed and presented daily and weekly report metrics to stakeholders Provided proactive service addressing clients needs and establishing loyalty

Reading, Pennsylvania Area

*Recorded earnings estimates from analysts to trend whether firms expected to gain or lose earnings in the future using organizational and analytical skills.*Managed and tracked equity portfolios of utilities and foreign utilities for each quarter.*Developed a network approach to attract potential clients in letter form using marketing and writing skills.Participated in wholesale meetings with members of other financial institutions and learned about various investment choices currently in the market.

Master Of Business Administration - Mba, Accounting And Finance

Bachelor Of Science, Accounting, Economics, Finance

Activities and Societies: Eminent Treasurer of Sigma Alpha Epsilon, Tennis Team Major Coursework: Cost Accounting, Financial Accounting.

Education record

Activities and Societies: Baseball