Brian S.'s Location
Johnston, Iowa, United States, United States
Brian S.'s Contact Details
Brian S. work email
- Valid
- Valid
- Valid
Brian S. personal email
n/a
Brian S. phone numbers
About Brian S.
3x Salesforce Certified and 6x FINRA licensed with over 20 years of financial services experience, including sales, operations, compliance, technology, and business analytics. Ask me how to run your whole business on the Salesforce Platform.
Brian S.'s Current Company Details
Brian S. Work Experience Details
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Elevate ManagerAgriland FsJohnston, Ia, Us
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Elevate Platform ManagerAgriland Fs May 2023 - PresentWinterset, Ia, UsAll aspects of Salesforce Platform Management, including: • project management (diplomacy & communication, team management, consultant engagement); • product management (architecture, roadmap); • business analytics (business analysis, request intake & triage, unearthing shadow systems, workflow, testing, ongoing training); • technical expertise (tool & integration requirements, tool setup & iteration, internal tool expertise, tool trainings for staff, tool maintenance); • system administration (configuration & customization, reports & dashboards, licenses & users, permissions & security, user support); • data management (data integrity & strategy, data guardianship, data prep & imports, data cleanup)
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Managing MemberCloudbanc Llc Sep 2018 - PresentJohnston, Iowa, Usfreelance Salesforce Administration & other services -
Director, Client ExperienceArcus Partners Jul 2022 - Jun 2023Philadelphia, Pa, UsSalesforce Partner - SI & ISV - focused on financial services -
Senior Salesforce AdministratorHomesteaders Life Company Jan 2021 - Jun 2022West Des Moines, Iowa, UsWorking as part of a small team creating and delivering user experiences within the Salesforce platform for both a call center team (Sales Cloud) and preneed agents around the country (Experience Cloud). Responsibilities within the team include: Salesforce UX design and implementation; automation including Flow; coaching of junior-level Salesforce Admin; migration of data from both internal and outside sources onto the Salesforce platform; and working with all levels of stakeholders, from CEO to part-time users, in order to leverage the company investment into the Salesforce ecosystem as fully as possible, via discovery, story grooming, sprint-delivery, and prod-support.• Successful integrations include: Apty, DataGroomr, Five9 (CTI), Heroku, and Power BI• Experience with Jira, Confluence, Miro, ClickUp, Slack, Teams, Zoom, Excel, and Notepad++ -
Financial Services ProfessionalJordan Creek Financial Solutions Oct 2018 - Oct 2021West Des Moines, Iowa, Usretail brokerage sales & service (mutual funds & annuities) -
Salesforce AnalystCrm Science Sep 2020 - Dec 2020King Of Prussia, Pennsylvania, UsPart of a five-person team focused on redesign, reconfiguration, redevelopment of an existing Salesforce org for a successful non-profit client. My role had dual functions, both business analysis and declarative configuration. Translated the needs of key business and IT stakeholders within the client firm into user stories in Jira, then worked with a Project Manager, Tech Lead, and Developer to groom those stories into deliverable sprints. Completed configuration/declarative work as part of those sprints using various change management methods, including Data Loader, sandbox orgs, and scratch orgs (SFDX). -
It Business Analysis Administrator (Qci)Mercer Jan 2020 - Aug 2020New York, Ny, Us• Led conversion of a large Salesforce Service Cloud org to Lightning Experience (LEX).• Led implementation of Lightning Scheduler + Lightning Community for inbound appointments. -
Salesforce Administrator (Teksystems)W. R. Berkley Corporation Apr 2019 - Dec 2019Greenwich, Ct, Us• Led conversion of multiple Salesforce Sales Cloud orgs to Lightning Experience (LEX).• Lead Salesforce System Administrator at Berkley Technology Services, supporting 700+ users in multiple Sales Cloud orgs, Financial Services Cloud, Pardot, and Marketing Cloud orgs. -
Senior Project Manager & Sales EngineerThe Sycamore Company Sep 2018 - Apr 2019Hamburg, Ny, Us• Sycamore offers a fully-integrated broker dealer and RIA back-office system on Salesforce Platform, enabling advisor management and compensation, compliance review, and data analytics in one place – 100% on the cloud. Within that context I performed the following:• Demonstrated product features to prospective clients so that they could make effective choices.• Gathered requirements from stakeholders. Worked with sales team to match needs to solutions. • Led implementation of new projects, including everything from the mapping process, to training system admins and end users, to developing the reporting and analytics for management, while meeting multiple deadlines. -
Business Analyst & Salesforce AdministratorBroker Dealer Financial Services Corp. Aug 2014 - Oct 2018West Des Moines, Iowa, Us• Collaborated with key stakeholders to plan and implement technical solutions, including within Salesforce.• Gathered and translated business requirements into technical enhancements.• Experience with Salesforce Lightning, Sales Cloud, Service Cloud, Case management, and Data Loader.• Managed security, users, roles, profiles, groups, queues, sharing rules, and other setup options.• Configured approval processes and workflows based on department requirements.• Daily user issues and change requests: create/edit/update page layouts, profiles, permission sets, reports, etc.• Performed data cleanup, extraction, mapping, and mass-updates. Implement controls to ensure data integrity.• Led project to combine two distinct Salesforce orgs, in order to achieve greater efficiency and cost savings.• Led implementation and support of several integrations with Salesforce, including commissions & compliance, document storage, forms, data aggregation, and e-signature. -
Compliance Specialist & Registered Options PrincipalBroker Dealer Financial Services Corp. Jan 2010 - Dec 2015West Des Moines, Iowa, Us• Led the implementation and administration of several new or improved technologies including email archival, social media archival, and electronic advertising review, as well as the systemization of the internal audit program.• Assisted in the internal audit function for the Compliance department including annual compliance reviews and other internal audits as necessary to ensure supervisory procedures are adequate.• Maintained and reviewed policies, procedures, and practices to help ensure compliance with laws and regulations; and recommend changes in response to business/regulatory shifts or to improve efficiency.• Prepared written responses to regulator audits and inquiries in order to ensure compliance with the SEC, FINRA, various SROs, and other Federal, state, and local regulations and laws.• Reviewed option trades, monitored client accounts, and reported large/unusual option positions to management.
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Registered Sales AssistantBroker Dealer Financial Services Corp. Oct 2000 - Dec 2009West Des Moines, Iowa, Us• Retail brokerage support: client service, document flow, trade entry (stocks, bonds, options, mutual funds)• Sales support: public communications, client correspondence, report creation• Retirement plan support: plan implementation, participant service
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Registered RepresentativeOlde Discount Corporation Jan 2000 - Jul 2000discount brokerage sales & service (stocks & muni bonds)
Brian S. Skills
Finra
Mutual Funds
401k
Securities
Series 7
Retirement Planning
Investment Advisory
Retirement
Financial Planners
Strategic Financial Planning
Investments
Series 24
Series 63
Financial Analysis
Wealth Management
Financial Planning
Insurance
Finance
Financial Services
Trading
Brian S. Education Details
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The University Of Iowa Tippie College Of BusinessFinance
Frequently Asked Questions about Brian S.
What company does Brian S. work for?
Brian S. works for Agriland Fs
What is Brian S.'s role at the current company?
Brian S.'s current role is ELEVATE Manager.
What is Brian S.'s email address?
Brian S.'s email address is bs****@****ife.com
What is Brian S.'s direct phone number?
Brian S.'s direct phone number is +151528*****
What schools did Brian S. attend?
Brian S. attended The University Of Iowa Tippie College Of Business.
What skills is Brian S. known for?
Brian S. has skills like Finra, Mutual Funds, 401k, Securities, Series 7, Retirement Planning, Investment Advisory, Retirement, Financial Planners, Strategic Financial Planning, Investments, Series 24.
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