Bryant Derbyshire Cfa® Email & Phone Number

Denver, CO, US

Denver, Colorado, United States

Denver, Colorado, United States

Greater Denver Area

Denver, Colorado

Problem resolution for complex transfer of asset and money movement issues.

Denver, Colorado

Client account servicing, Trading, and Guidance for high net worth clients

Charlotte, North Carolina Area

• Leader on an innovation team focused on asset consolidation and new project implementation
• Gauged client needs and fostered investment guidance discussions to uncover outside assets or the need for advice services
• Generated $45+ million in asset consolidation leads
• Appointed as the team subject matter expert for investment guidance discussions with clients
• Recognized by management as the technology expert and selected to be part of the team responsible for building SharePoint website for the Voyager Growth business unit
• Earned “voice of client response award” for 100% positive client survey responses for 6 months

Charlotte, North Carolina Area

• Earned Series 7 and 63 Licenses
• Engaged customers in investment discussions including; asset allocation, functionality of different securities, long term investing, philosophy of indexing, and other Vanguard investing ideals
• Guided clients and implemented order requests
• Resolved client issues in a timely and satisfactory manner

Durham, North Carolina

• Contacted 1,000+ past participants, coaches, and teams in NC to create interest in participating in 2012 games
• Coordinated 400 Volunteer lunches
• Game day set up and break down 10 days including opening ceremonies.
• Managed, coordinated, and took media results for 8 different sports on their respective game day (including 3 in one day)
• Resolved issues, answered pertinent questions, and made impactful decisions on the fly during events to insure that they ran smoothly.
• Exceeded goal of 10,000 participants (11,900 total participants)

Completed certifications for Salomon, Atomic, and Marker bindingsWork with customers to ensure a simple and fun rental processRepair and wax skis and snowboards

Myrtle Beach, South Carolina Area

• Entrepreneurial position
• Prepared a 30+ page business plan and detailed schedule for the office’s four months of operation.
• Negotiated lease for office space.
• Hired and trained a receptionist team
• Interviewed 384 people
• Hired and trained a sales force of 60 sales representatives

Ran 50 + group interviewsRecruited 140 + employeesKept track and communicated with a team of 50+ representatives on a daily basisRegularly supported sales team during product presentation and to close sales.Ran weekly team meetings for all representativesProven ability to handle multiple tasks at one timePromoted contests, and divisional/regional events to.

Sold $30,000+ personally direct to customers.Generated 1,000 + leads through personal recommendations.Proven effectiveness in communication and presentation skillsReceived 4 promotions in first 5 months in the positionMember of key staff, a leadership organization with in the officeConducted 30+ field trainingsA part of a record breaking team ($1.25.

Bachelor'S Degree, Sports Management / Minor In Economics

High School Deploma

Activities and Societies: Football Team, National Honors Society