Bryan Willson

Bryan Willson Email and Phone Number

Customer Relationship Advocate at Fidelity Investments @ Fidelity Investments
boston, massachusetts, united states
Bryan Willson's Location
Draper, Utah, United States, United States
About Bryan Willson

Bryan Willson is a Customer Relationship Advocate at Fidelity Investments at Fidelity Investments.

Bryan Willson's Current Company Details
Fidelity Investments

Fidelity Investments

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Customer Relationship Advocate at Fidelity Investments
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Bryan Willson Work Experience Details
  • Fidelity Investments
    Customer Relationship Advocate
    Fidelity Investments Dec 2023 - Present
    Salt Lake City, Utah, United States
  • Martin'S
    Manager / Bartender / Server
    Martin'S Nov 2020 - Mar 2021
    Key West, Florida, United States
    • Assisted with ordering, scheduling, inventory, and operations.• Demonstrated the ability to work efficiently and effectively in a fast-paced bar setting.• Displayed technical skills and customer service expertise.
  • Banana Cafe
    General Manager
    Banana Cafe Nov 2018 - Nov 2020
    Key West, Florida, United States
    • Oversee employee work in front and back of the house to ensure compliance with company policies, regulations, and food safety guidelines.• Hire and onboard necessary staff.• Consistently exceed daily, weekly, and monthly sales targets while maintaining costs and keeping employee turnover low.• Efficiently resolve problems or concerns to the satisfaction of all parties involved.
  • Pribramsky & Company, Llc
    Staff Accountant
    Pribramsky & Company, Llc Mar 2016 - Nov 2017
    Key West, Florida, United States
    • Serviced clients in the hospitality, restaurant, art, and reality industries.• Responsibilities included bookkeeping, payroll, audit, sales tax, and consulting.
  • Inspira Health Network
    Staff Accountant
    Inspira Health Network Oct 2014 - Sep 2015
    Bridgeton, New Jersey, United States
    • Maintain chart of accounts, G/L account reconciliation and analysis of trial balances for all entities of Inspira with monthly-end closes.• Perform general financial analysis, prepare revenue forecasts, and evaluate any possible financial risks.• Create reports used to track revenue projections, P&L of the hospitals within the network, commission payments, and financial analysis tools.• Work with a multitude of executives within Inspira to ensure seamless coordination of financial data between all the departments.
  • Gms Surgent Cpa'S & Advisors
    Tax Intern
    Gms Surgent Cpa'S & Advisors Jan 2013 - May 2013
    Devon, Pennsylvania
    • Prepared 1099s and Individual tax returns.• Responsible for E-filing 1096’s as well as the Scan/Autoflow process.

Bryan Willson Education Details

Frequently Asked Questions about Bryan Willson

What company does Bryan Willson work for?

Bryan Willson works for Fidelity Investments

What is Bryan Willson's role at the current company?

Bryan Willson's current role is Customer Relationship Advocate at Fidelity Investments.

What schools did Bryan Willson attend?

Bryan Willson attended West Chester University Of Pennsylvania.

Who are Bryan Willson's colleagues?

Bryan Willson's colleagues are Saul Portillo, Obuliraj Dhanakotti, John Peter, Prasanth Rk, Brooke Deschamps, Abiola Sanu, Maverick Melton.

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