Brandon Albin Email & Phone Number
Who is Brandon Albin? Overview
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Brandon Albin is listed as Client Services Administrator at Curi RMB Capital, a with 45157 employees, based in Washington Dc-Baltimore Area, United States. AeroLeads shows a matched LinkedIn profile for Brandon Albin.
Brandon Albin previously worked as Officer, Operations Specialist, Consumer Investment at Merrill Lynch and Investment Specialist at Merrill Lynch. Brandon Albin holds Bachelor Of Science - Bs, Hospitality Administration/Management from Johnson & Wales University.
Email format at Curi RMB Capital
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About Brandon Albin
A passionate finance professional, people oriented and client facing individual, problem solver and financial health advocate with knowledge in financial literacy, securities industry, and customer service. Driven by social innovation as it pertains to the transference of knowledge in the financial industry. A candid advocate for DE&I, social justice initiatives, mentoring, and authentic self.
Brandon Albin's current company
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Brandon Albin work experience
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Officer, Operations Specialist, Consumer Investment
Assess operational, process, and risk concerns to further enable efficiencies and heighten theexperience across the businessReviews process and risks with partners to ensure the line of business is operating effectivelyApplies and tests best execution of KYC, AML, CDD, risk and compliance policiesProactively detects red flags and escalates operational or business risks to internal partnersMaintains and conducts due diligence reviews and ensures client documents are up to date
Investment Specialist
- Gain knowledge on banking and investment solutions- Confidently engage over 25 clients per day to connect them with all the solutions we offer- Provide world class client service and resolutions - Grow client relationships
Teller
Delivered unique customer service aimed at improving customers financial well-beingIdentified potential AML risks and escalated risks to proper channelsProvided comprehensive guidance to clients on options for managing financial transactionsAnalyzed client transactions and submitted CTR/SAR when necessary
Colleagues at Curi RMB Capital
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John B. Mobley, Jr.
Colleague at Curi Rmb CapitalAtlanta, Georgia, United States
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Andrew Morales, Cfp®
Colleague at Curi Rmb CapitalLos Angeles, California, United States
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Chase Clark
Colleague at Curi Rmb CapitalDetroit Metropolitan Area, United States
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Rahul Sheth
Colleague at Curi Rmb CapitalKolkata, West Bengal, India
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Murali Mohan
Colleague at Curi Rmb CapitalChennai, Tamil Nadu, India
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Jenner Stimpfig, Cpfa®, Crpc™
Colleague at Curi Rmb CapitalPleasanton, California, United States
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LB
Linda Borman
Colleague at Curi Rmb CapitalNew York, United States
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PR
Patrick Riordan
Colleague at Curi Rmb CapitalOmaha, Nebraska, United States
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Mary Norcio
Colleague at Curi Rmb CapitalRockville, Maryland, United States
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JK
J.T. Kirtley
Colleague at Curi Rmb CapitalAustin, Texas, United States
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Brandon Albin education
Bachelor Of Science - Bs, Hospitality Administration/Management
Business Administration And Management, General
Associate Of Arts - Aa, General Studies
Frequently asked questions about Brandon Albin
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What company does Brandon Albin work for?
Brandon Albin works for Curi RMB Capital.
What is Brandon Albin's role at Curi RMB Capital?
Brandon Albin is listed as Client Services Administrator at Curi RMB Capital.
Where is Brandon Albin based?
Brandon Albin is based in Washington Dc-Baltimore Area, United States while working with Curi RMB Capital.
What companies has Brandon Albin worked for?
Brandon Albin has worked for Curi Rmb Capital, Merrill Lynch, and Pnc.
Who are Brandon Albin's colleagues at Curi RMB Capital?
Brandon Albin's colleagues at Curi RMB Capital include John B. Mobley, Jr., Andrew Morales, Cfp®, Chase Clark, Rahul Sheth, and Murali Mohan.
How can I contact Brandon Albin?
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What schools did Brandon Albin attend?
Brandon Albin holds Bachelor Of Science - Bs, Hospitality Administration/Management from Johnson & Wales University.
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