Brennan Diamond Email & Phone Number

Tempe, Arizona, United States

- Led & conducted research with committee on properly managing and budgeting an account worth over $200,000- Prepared and presented financial reports to the executive board and fraternity members, providing clear insight into the financial status- Ensure policies and procedures for financial transactions are documented, reviewed, and frequently updated.

Tempe, Arizona, United States

- Engaged with clients to understand their needs and preferences in order to improve customer satisfaction- Assisted team members with their duties, fostering a collaborative and supportive work environment- Received proper training in guest service and interpersonal communication- Collaborated with colleagues to organize and execute events, providing.

Philadelphia, Pennsylvania, United States

- Conducted comprehensive analysis of client financial situations including income, expenses, assets, liabilities, and investment portfolios- Assist in gathering and organizing client financial data ensuring accuracy and completeness- Use financial planning software to input client data, run scenarios, and generate reports- Collaborate with financial.

Berlin, New Jersey, United States

- Conducted evidence-gathering of corporate financial records and interactions with over 200 clients and employees- Created various Excel sheets to assist accountants with keeping/maintaining up-to-date financial records- Send correspondence to over 30 district Boards of Education throughout the state of New Jersey- Assisted in conducting internal audits.