Brian Post

Brian Post Email and Phone Number

Client Services Associate @ Alex. Brown - Raymond James
Minneapolis, MN, US
Brian Post's Location
Minneapolis, Minnesota, United States, United States
About Brian Post

I am a Senior finance major at Miami University’s Farmer School of Business expecting to graduate in the spring of 2025. I am from Edina, Minnesota and am looking forward to joining Ameriprise Financial as an Advisor Growth and Sales Intern for the summer of 2024 in the finance industry. I am a highly motivated individual with a drive for success in any environment. Many skills working with numbers and analyzing data, a proficient level of Microsoft Office with a keen eye for detail.In the summer of 2024 I worked for Ameriprise Financial, where I was a Advisor Growth and Sales Intern. Throughout the summer I worked individually and with coworkers on various internal and external projects. I have learned a tremendous amount ranging from making meaningful use of financial data, how to understand clients needs, participated in the Financial Planning Challenge, and built a foundation in Wealth Management. I also worked as a youth lacrosse coach where I was in charge of a team of 14 year olds where I was able to build my leadership and communication skills immensely.Through courses taken at Miami like business finance, economics, financial modeling, and financial accounting, I have grown and learned numerous topics that will help me in my future years.I am open to any and all conversations and opportunities, and would love to learn more! If you would like to reach out and get in touch, please contact me at postbs@miamioh.edu

Brian Post's Current Company Details
Alex. Brown - Raymond James

Alex. Brown - Raymond James

View
Client Services Associate
Minneapolis, MN, US
Employees:
23
Brian Post Work Experience Details
  • Alex. Brown - Raymond James
    Client Services Associate
    Alex. Brown - Raymond James
    Minneapolis, Mn, Us
  • Miami University Commercial Banking Club
    Member
    Miami University Commercial Banking Club Sep 2022 - Present
    - Evaluated economic developments and devised plans for strategic growth for retail, investment, and corporate banks. - Extended my professional connections to include top-level executives from various financial institutions throughout the nation.
  • Ameriprise Financial Services, Llc
    Advisor Growth And Sales Intern
    Ameriprise Financial Services, Llc May 2024 - Aug 2024
    Minneapolis, Minnesota, United States
  • Experienceit
    Data Analytics Intern
    Experienceit May 2023 - Aug 2023
    Minneapolis, Minnesota
    - Utilized Power BI and Excel to extract, transform, and visualize data, enabling accurate and insightful financial reporting for clients.- Employed generative AI techniques to enhance problem-solving capabilities and drive operational efficiency within the business.- Gained hands-on experience in applying Six Sigma methodology to optimize processes and improve quality for a client project.
  • Sigma Chi Fraternity
    Assistant Recruitment Chair
    Sigma Chi Fraternity Jun 2022 - May 2023
    Oxford, Ohio, United States
    - Developed an in-depth Excel document containing information on 500+ potential new members - Maintain relationships with PNMs to answer any questions or concerns that arise in accordance with Miami’s guidelines and encouragement of being an inclusive member of the community- Demonstrate leadership and teamwork as I am working with a group of 10
  • The Home Depot
    Merchandising Execution Associate
    The Home Depot May 2022 - Jan 2023
    St Louis Park, Minnesota, United States
    - Collaborated with various vendors to reinforce their marketing strategies and satisfy agreements - Developed a strong work ethic which helped to improve and sustain my customer service skills
  • Edina Lacrosse Association
    Lacrosse Coach
    Edina Lacrosse Association Jun 2021 - Aug 2022
    Edina, Minnesota, United States
    - Mentored and lead youth players to develop a strong work ethic, positive environment, and character on and off the field while diligently planning in union with my coaching staff

Brian Post Education Details

Frequently Asked Questions about Brian Post

What company does Brian Post work for?

Brian Post works for Alex. Brown - Raymond James

What is Brian Post's role at the current company?

Brian Post's current role is Client Services Associate.

What schools did Brian Post attend?

Brian Post attended Miami University Farmer School Of Business, Edina Senior High School.

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