Bryan Mathews Email & Phone Number

Dedham, Massachusetts, United States

• Support management in overall store leadership and supervision
• Drive brand awareness and brand advocacy to exceed projected store goals to include teaming up with partners in local market to raise awareness across the region
• Aides recruiting, hiring, and monitors development of the store associates
• Serve as an example in providing premium customer experience and building relationships with our consumers.
• Support management in maintaining high standards of visual merchandising and brand presentation
• Ensure financial objectives and controls are consistently and correctly managed

Jacksonville, Florida, United States

• Monitored and evaluated agent performance, conducting regular reviews and providing constructive feedback to foster continuous improvement.
• Facilitated weekly team meetings, ensuring clear communication of company updates, goals, and best practices.
• Resolved complex client issues and escalations, maintaining a high level of customer satisfaction and loyalty.
• Collaborated with senior management to develop and implement policies and procedures that enhanced operational efficiency and compliance.

Saugus, Massachusetts, United States

- Analyzed and explained each client's individual financial situation in order to ensure that their tax return was completed accurately and all due credits/deductions were claimed- Achieved over 100% year over year growth - Top 10% overall in company wide sales metrics- Above average Net Promoter Score

Newton, Massachusetts, United States

- Marketed services towards an affluent clientele by utilizing Search Engine Optimization, Social Media and Word-of-Mouth advertising - Increased yearly revenue to over $100,000- Alleviated potential client concerns through the usage of meticulous processes and methodologies- Gained valuable experience pertaining to hiring and supervising of employees

Boston, Massachusetts, United States

- Collaborated closely with senior management regarding a highly scrutinized set of accounts for a top-tier client- Leveraged back office teams to ensure accounting accuracy- Contributed positively to the team dynamic

Boston, Massachusetts, United States

- Reviewed and verify daily accounting information, generated by a team of fund accountants, for accuracy and tolerance of price- Acted as a senior staff resource to the manager & provide guidance to junior staff

Boston, Massachusetts, United States

- Researched and responded to complex inquiries in a timely and professional manner- Trained new employees and explained the major concepts and specific procedures to the associates

Bachelor Of Science, Accounting

Certificate, Financial Planning

Education record

Constructed an investment management portfolio ▪ Analyzed insurance policies and documents ▪ Discovered the financial planning assumptions.