Brandon Benton Email & Phone Number

Charleston, South Carolina Metropolitan Area

As a Financial Solutions Advisor at Bank of America Private Bank, I have the privilege of serving the most valued clients with personalized, advice-driven solutions that help them achieve their life goals and financial aspirations.In a typical week, I engage in 30-40 personalized client interactions and make over 100 proactive outbound calls to ensure timely communication with our clients and prospects.I am responsible for facilitating and monitoring the account setup process for Merrill's Self-Directed platform, using referrals from the Private Bank. In addition, I take a proactive approach to identifying clients who would benefit from a more tailored, all-inclusive service and have successfully increased referrals to the Private Bank.

Charleston, South Carolina

Greenville, South Carolina Area

As a financial professional, I provided clients and prospects with customized investment solutions that focused on preserving their wealth while planning for their ongoing and future needs. My experience included:• Delivered timely responses to client/prospect inquiries and recommended personalized investment solutions based on their financial affairs• Acquired 28 new households in 22 weeks utilizing a consultative sales framework, resulting in $34,680 recurring on a yearly basis for AXA's Equivest 201 plan• Performed 60+ outbound phone calls and 20+ weekly contacts (phone and in-person)• Setting appointments for 38% of prospects contacted, running 57%, and closing 42%.Through these experiences, I've sharpened my ability to identify clients' unique needs and provide effective financial solutions. I'm passionate about helping people achieve their financial goals and committed to providing exceptional service to each and every client.

Charleston, Sc

As a Market Analyst at STAHL CraneSystems, a leading builder of high-quality explosion-protected hoisting technology and crane components, I focused on the Global Liquefied Natural Gas (LNG) Market. In this role, I implemented the following framework:• Conducted market research to identify forward-looking trends and anticipate market behavior• Analyzed large data sets to identify key drivers for LNG Projects• Developed quantitative models to express and interpret trends in the analysis• Communicated conclusions and recommendations to the team and management.Through these experiences, I honed my analytical skills, gained a deep understanding of the LNG market, and refined my ability to communicate complex ideas to various stakeholders.

Myrtle Beach, Sc

As a Business Analyst at Applecore Solutions, a technology services company offering a range of solutions, including networking, data recovery, data migration, and hardware setup and repair, I was responsible for contributing to the team's success through the following:• Managing and updating financial records with day-to-day accounting tasks• Provided analysis on current inventory trends, past performance, and forecasting for future trends• Generating reports on revenue, operating expenses, and cash flow trend analysis to support decision-making processes• Retrieving and manipulating data to build predictive models for future forecasts.Through these responsibilities, I strengthened my ability to analyze complex data, work with financial records, and communicate insights successfully.

Miami, Fl

During my internship, I played an integral role in facilitating the smooth operation of the team's framework process for 18 Latin American (LATAM) countries under coverage. My contributions included:• Developing and maintaining models for periodic reports, enabling the tracking of country outputs• Ran diverse data mining projects to extract valuable insights• Conducting market analysis for LATAM regions by tracking geopolitical and fiscal indicators, assessing their impact on regional operations• Fulfilling fiduciary duties for clients and actively participating in the creation of client review presentations.Through these experiences, I honed my analytical skills, refined my ability to extract insights from data, and learned to create compelling presentations that communicate complex ideas effectively.