Bryan Thach Email & Phone Number

Pasadena, California, United States

• Managed Honda domestic and export claims on CSX account, ensuring claim disputes and claim recovery are handled timely for over $1,000,000 worth of vehicles• Processed over 20 ocean claims monthly on behalf of Toyota (Japan, USA, Canada) and Mitsubishi (Japan) for eight different sea routes• Subrogated Toyota claims against 11 different assigned rail yards and rail processors, recovering losses worth over $100,000• Accelerated claims adjusting and payments of Honda Korea claims, ensuring high accuracy and client satisfaction• Trained three incoming analysts in claims adjusting, emphasizing attention to detail, accuracy, and customer service

Pasadena, California, United States

• Adjusted 80+ auto claims per week by developing efficient time management and multi-tasking skills, leading to high client satisfaction• Expedited the weekly credit reimbursement process with another senior analyst ensuring accurate and efficient reporting of pending reimbursements• Managed over $12,000 in processing fee and recovery fee check transactions weekly alongside MCD Coordinators to ensure accurate transactions

Fullerton, California, United States

Fullerton, California, United States

• Assisted a junior analyst in researching and writing an American Strategic Bond Fund Class F-1 (ANBEX) bond fund research report using sensitivity analysis to provide the SMIF bond portfolio less sensitivity to rising interest rates• Reported fixed income portfolio performance in a month-to-date report to the CFA Society of Orange County (CFAOC) to inform the status of the portfolio and address possible concerns to our clients monthly

Fullerton, California, United States

• Supported a research analyst team consisting of 10+ students that manages $90,000+ of scholarship money for the CFA Society of Orange County (CFAOC), through writing research reports to potentially add stocks to the portfolio using Qualitative and Quantitative Analysis• Participated in researching, analyzing, and preparing a Regeneron stock buy report with 2 peers to add more healthcare exposure to the SMIF portfolio using Fundamental Analysis and Comparable Analysis• Collaborated and pitched a potential buy opportunity of Zoom through a telecommunications sector leader and laggards’ presentation with another student

Fullerton, California, United States

• Analyzed and recommended specific investment opportunities through bottom-up analysis to SMIF leadership through a market leaders and laggards pitch for Fortinet stock in software sector • Reviewed Request for Proposal (RFP) presentation and advised a team of 8 students for the annual RFP competition, an event where we compete against UC Riverside, Chapman, Cal Poly Pomona, and other universities in presenting to the CFAOC on how we manage their money and what our portfolio strategy is going forward

Fullerton, California, United States

• Arranged large-scale events such as speaker panels, multi-club networking events, and professional workshops leading to increased membership engagement• Scheduled room bookings and venues weekly for club activities

• Recorded and organized leadership meetings into notes which reminded club leaders of their tasks and concerns while informing absent members of their duties• Maintained and edited the Finance Association website to inform members how to sign up for the club, upcoming events, and to provide a line of contact between students and leadership• Organized an official Finance Association online social platform using Discord which notified members of upcoming events and encouraged discussion on various financial topics, which overall led to increased member retention and member involvement

• Taught a supplemental Introduction to Investments course for 6 hours a week to a private client leading them to achieve success in the class• Guided student through basic investment concepts regarding bonds, options, equities, and key financial ratios• Recorded lecture material to inform assist the student in keeping track of coursework and provide structure in their learning experience

Bachelor Of Arts - Ba, Business Administration And Management, Finance Concentration

Activities and Societies: Finance Association and CSUF Student Managed Investment Fund

High School Diploma, General Studies, 3.58 Gpa

Activities and Societies: Tennis, Key Club Volunteer, Environmental Science Club, Weightlifting, Cross Country