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Brian Post Email & Phone Number
Client Services Associate
at
Alex. Brown - Raymond James
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Client Services Associate
Location
Minneapolis, Minnesota, United States
Company size
Who is Brian Post? Overview
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Quick answer
Brian Post is listed as Client Services Associate at Alex. Brown - Raymond James, a company with 23 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for Brian Post.
Brian Post previously worked as Member at Miami University Commercial Banking Club and Advisor Growth and Sales Intern at Ameriprise Financial Services, Llc. Brian Post holds Finance, General from Miami University Farmer School Of Business.
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Alex. Brown - Raymond James
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Profile bio
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
Current workplace
Brian Post's current company
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Alex. Brown - Raymond James
Employees
23
AeroLeads page
7 roles
Brian Post work experience
A career timeline built from the work history available for this profile.
Member
Current- 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.
Sep 2022 - Present
Advisor Growth And Sales Intern
May 2024 - Aug 2024
Data Analytics Intern
- 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.
May 2023 - Aug 2023
Assistant Recruitment Chair
- 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
Jun 2022 - May 2023
Merchandising Execution Associate
- 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
May 2022 - Jan 2023
Lacrosse Coach
- 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
Jun 2021 - Aug 2022
2 education records
Brian Post education
Finance, General
Education record
FAQ
Frequently asked questions about Brian Post
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What company does Brian Post work for?
Brian Post works for Alex. Brown - Raymond James.
What is Brian Post's role at Alex. Brown - Raymond James?
Brian Post is listed as Client Services Associate at Alex. Brown - Raymond James.
Where is Brian Post based?
Brian Post is based in Minneapolis, Minnesota, United States while working with Alex. Brown - Raymond James.
What companies has Brian Post worked for?
Brian Post has worked for Alex. Brown - Raymond James, Miami University Commercial Banking Club, Ameriprise Financial Services, Llc, Experienceit, and Sigma Chi Fraternity.
How can I contact Brian Post?
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What schools did Brian Post attend?
Brian Post holds Finance, General from Miami University Farmer School Of Business.
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