Brett Malcolm Email & Phone Number

Natick, Ma

Assist customers in retail store and over the phone producing sales; Ensure customers are satisfied with their experience; Handle transactions at register as well as store opening and closing procedures; Developed exceptional communication and customer service skills

Boston, Massachusetts

Global Asset Modeling is responsible for all asset modeling initiatives initiated by the company and provides exposure to most product types (par, adjustable, or guaranteed) across multiple geographies.Responsibilities include but are not limited to: IFRS reserving using CALM; NAIC sufficiency reserve testing via bi-annual Asset Adequacy Testing; Development/improvement of asset models and liability models for new AXIS functionality embedded blocks. Results are documented & communicated to senior management

Waltham, Massachusetts

Act as front line for all new business documents and correspondence; Ensure all incoming applications are completed correctly and compliant with industry standards; Route external inquiries to the appropriate teams for resolution; Interact with other departments within company and used knowledge of company software to support their functions

Natick, Massachusetts

Analyze financials using QuickBooks to ensure the company is operating at a profit; Track performance, prepare and evaluate budgets within Excel; and confirm that bills are paid on time. Shadow owner during estimates with clients; Developed and strengthened real estate knowledge as well as business and project management skills