Brandon Teo Email & Phone Number

Focused on streamlining processes and enhancing efficiency through automation and data management.-Developed a custom Excel VBA script integrated with Selenium to scrape data from websites based on specific conditional parameters and inputting said data into the excel sheet, automating data retrieval and drastically improving both efficiency and accuracy.-Developed a Google Sheets Apps Script to automate the sending of emails, streamlining communication processes with clients, improving efficiency.-Developed and implemented a streamlined process for client portfolio calculations by leveraging Salesforce for data management and Excel for advanced computation. Created a custom calculator, enabling more accurate and efficient analysis, ultimately improving decision-making and client reporting.-Generated leads to support business development and client acquisition efforts.-Designed and constructed PowerPoint slides for presentations to institutional clients, enhancing the team's presentation quality and impact.

Singapore

As a Bar Captain, besides the standard service and mixology procedures, I have honed my leadership and operational management skills in a dynamic environment. My role entails:Strategic Oversight: Planning of weekly staff schedules to optimize floor operations, aligning with performance metrics and adhering to weekly KPI's to ensure stellar customer service and cost control.Financial Management: Executing daily sales reconciliation and end-of-day financial reporting, demonstrating accuracy and attention to detail.Inventory Control: Conducting thorough daily audits to guarantee alignment between inventory levels and sales, providing reliable data for cost analysis and budgeting.Customer Experience: Enhancing customer satisfaction by leading a team committed to excellence in service, fostering an environment of continuous improvement.

Singapore

Explored the field since December 2022 but decided to stop to focus on school in August 2023. During this period, I focused on professional development, completing several key certifications and gaining profound insights into the financial industry:Certifications Achieved:HI, M5, M9, M9A from the Singapore College of InsuranceCertified Affluent Wealth Advisor (Level 1) from Wealth Management Institute, SingaporeHuman Intelligence System Level 1 from Finerty Academy, SingaporeIndustry Knowledge: Acquired in-depth understanding of various financial instruments such as funds, ETFs, and investment strategies ranging from macro to micro and from active to passive management.Client Acquisition and Retention: Developed strategies for building and maintaining client relationships, focusing on high standards of client satisfaction and trust.Market Insights: Gained comprehensive knowledge of market dynamics and investment levels, equipping me with the tools to provide informed financial guidance.

Bachelor'S Degree, Mechanical Engineering

Activities and Societies: Basketball (Tamarind Hall) -Vice Captain (2023)Currently pursuing a Bachelor's degree in Mechanical Engineering.

Education record

Activities and Societies: Basketball Saints ActivistAided in community initiatives and contributed to nationwide movements, demonstrating.

Secondary School

Activities and Societies: English Drama, Class Management CommitteeServed on the school's student leadership board(Class Management.