Brandon Williams Email & Phone Number

Nashville, Tennessee, United States

Nashville, Tennessee, United States

-Consult with financial advisors regarding Mercer products and offerings available for client portfolios, such as globally-diversified ETF models, mutual funds, and CD and Treasury ladders -Build and implement client portfolios using Envestnet tools -Extensive use of Envestnet, Salesforce, Microsoft Excel, and proprietary workflow management software-

Nashville, Tennessee, United States

-Serviced client needs related to money movements, new accounts, trust updates,-Migrated assets from Money Guide Pro to eMoney -Extensive training and use of SalesForce, custodian websites including Schwab, Fidelity, and TD Ameritrade (now Schwab), and the trading platform Envestnet

Lexington, Kentucky

• Brittny's Blankets is a small, family-owned nonprofit organization that delivers handmade blankets to patients suffering from a wide-variety of illnesses in the Kentucky, Ohio, Tennessee, and Indiana regions.
• Managed 10 events through clubs, clinics, and college organizations by identifying organizations with a demand for philanthropy events
• Deliver hand-tied blankets to hospitals throughout Kentucky and Tennessee, and establish connections within each organization
• Designed web content discussing the mission, background information, and purpose of the organization
• Create marketing materials for fundraisers through social media

Brentwood, Tennessee, United States

Greater Nashville Area, TN

• Create client-facing presentations for our largest health plan partners
• Build Excel reports with Power Pivot, conditional formatting, and filters, and create graphs in PowerPoint for senior management
• Automate and streamline operational processes resulting in a dramatic reduction of manual processes and reports for the sales and marketing teams
• Collaborate with existing health plan partners to identify hurdles to increasing enrollment
• Generate and interpret metrics used in projections and sales decks, such as enrollment statistics, ADK, Hospice transition statistics, and patient eligibility/ineligibility reasons, and primary diagnoses
• Implemented and maintain JIRA kanban for work flow

Hendersonville, Tennessee

• Assisted the marketing department with creating presentations and bid files used during sales presentations
• Analyzed the quality and usability of data provided by clients for the sales and marketing division and create bid files ranging from $30 million to $1.3 billion in total AR.
• Onboard new clients and implement the IT infrastructure for daily operations
• Streamline processes and document changes to Analyst team

Nashville, TN

• Act as a point of contact with counterparty banks, and complete wiring details
• Query client portfolios that are potentially affected by negative market conditions; liaison between the IT and Risk Managers for information pertaining to Exchange-Traded Derivatives
• Enhance current reporting methods with macros and perform ongoing maintenance to expand the life of current tools; cross train team members with each tool and ensure hands offs are easily adopted

Nashville, TN

• Identified 2-3 potential acquisition sites per week with related contact information by querying database and networking within the industry
• Presented to management potential acquisitions, resulting in one highly probably acquisition of two sites in the Southeast region of the United States
• Worked with external consultants to develop new business models relating to remote power within the Oil and Gas industry and presented results to management; top management highly interested in pursuing new development.

Franklin, Tennessee

• Provided marketing via social media and print advertisements for the 1st Annual Iroquois Steeplechase Golf Tournament and 73rd Iroquois Steeplechase in the form of a campaign highlighting historical facts and pictures.
• Rejuvenated infield with recommendations to supervisors regarding key demographic information and options to improve infield amenities, which resulted in a large number of food trucks attending the 2014 event

Bachelor'S Degree, Human And Organizational Development, 3.4

Activities and Societies: •Rowing team •Phi Kappa Psi Fraternity - Founding Recruitment Chairman •Elected to Phi Kappa Psi Supervisory.

High School, 4.0 Gpa

Activities and Societies: •National Honor Society, Beta Club •Swim team member, captain (3-D Desire, Dedication, Determination Award.