Brendan Engel Email & Phone Number

West Islip, Ny, Us

West Islip, Ny, Us

Huntington, New York, United States

• Assists Financial Consultants in growing their businesses on the LPL Financial platform• Generates reports for management and Financial Consultants based on program data, client data and/or regional data, gathered from multiple sources and utilizes the data to determine next steps, including general client outreach• Manages client information including identifying, investigating, and establishing affiliates and maintaining accuracy of client relationships as they apply to various financial data and reporting systems

Farmingdale, New York, United States

•Helping clients and prospects think big and creating a game plan for achieving their goals•Developing tailored solutions for each client•Training and coaching from the best in the business through an award-winning tailored program•Attending team meetings to set and track goals•Making calls to prospective clients

Bay Shore, Ny

Melville, Ny

- Partnered with Verifications Sr. Compliance Analyst to identify customers that have had orders pend frequently in the Suspicious Order Monitoring System (SOMS)- Updated SOMS customer attributes when appropriate- Assisted in the preparation of the 2020 Annual Budget for the Global Services Organization, including inputting departmental actual costs and foretasted costs into a budget template and working with the team on capital reporting- Joined the Global Services Finance Team in key meetings- Participated in budgeting and forecasting training-

West Babylon, Ny

• Interacted with food-catering clients and created an enjoyable and safe environment• Monitored children at child-themed parties and interacted with them, ensuring a fun and safe experience • Offered services such as food catering to corporate clients and ensured that the event ran smoothly

West Islip, Ny

• Supervised elementary school children and taught them how to respect authority as well as their fellow peers• Created a fun yet competitive environment for the children in the gymnasium and ensured a safe and healthy environment • Worked with the children’s parents, communicating to them any problems with their children and how to work together to solve them

Master Of Business Administration - Mba

Bachelor'S Degree, Finance Major With Entrpreneurship Minor