Brett Pencar, Crpc®, Mba Email & Phone Number

Miami, FL, US

Miami, Florida, United States

Miami, Florida

• Research, collect, and analyze investment performance data, design portfolio reviews, and use various portfolio management software to prepare asset allocation models and recommendations in line with client investment.
• Advise Private Wealth Advisory team on identifying and selecting appropriate investment managers for client portfolios, pricing across different platforms, and monitor investment managers on an ongoing basis for.
• Monitor high net worth client portfolios by reviewing investment allocations, comparing performance of various mutual funds, hedge funds, and third party money managers.
• Collaborate in all aspects of asset allocation process, including strategic planning for long-term client-specific goals as well as identifying tactical investment opportunities.
• Research internal and external investment vehicles for client asset allocation.
• Focusing on new business development by preparing marketing presentations for prospective and existing clients that address equity, fixed income, and alternative investment components of asset allocation.

Coral Gables

Miami, Florida

Miami, Florida

• Oversee and manage up to 15 staff members to ensure the highest level of employee satisfaction.
• Maintain and grow professional mutually beneficial relationships with dealerships within the assigned area.
• Provide sales account management support, analyze current and historical sales activity to identify opportunities and meet/exceed monthly quotas and sales objectives.
• Execute staff trainings and teach staff about new product development and changes.
• Recognize major trends and directions, understand the value of up-sales, and help customers utilize company insurance options to increase revenue.

Kendall

• Hired, supervised, and conducted performance reviews on a team of 20 personnel.
• Establish, developed, and maintained the business operation for the location with the highest revenue generated of all 3 locations.
• Provided on the job, licensed training of new employees with a focus on our core values of safety.

Norfolk, Virginia

• Acted as the principal advisor for leading chief petty officer of the division, making recommendations on staffing, training, and operations management for a division of over 65 members.
• Increased the productivity of the division by 120% by qualifying over 35 new members to be ordinance certified within the period of 4 months.
• Scheduled and instructed training with 19 family groups of ordnance for over 65 members of the weapons department in Ordnance Certification Program.

Master Of Business Administration - Mba, Business Analytics

Activities and Societies: FIU - Student Veterans of America

Bachelor Of Science (Bsc), Finance

Associate Of Arts (A.A.), Business

Activities and Societies: National All-American Swimmer, Phi Theta Kappa - Honor Society