Joe Brunner Email & Phone Number

Waldwick, Nj, Us

Dallas, Texas, United States

• Assisted in collecting and translating data from our data warehouses to finalize our Quality of Earnings for potential investors during our liquidity event.• Analyzed and interpreted our individual practices data through Tableau and Excel to develop a practice efficiency score that identified weaknesses and areas of growth within a practice, so we could provide suggestions that would increase performance and EBITDA.• Presented my team’s results from this above project in a PowerPoint to our company’s CEO, COO, CFO, as well as many other significant members of the firm. • Observed business development meetings, as well as meetings with prospective clients which taught me how to understand growing a business by measuring risk and potential reward.

Paramus, New Jersey, United States

• Mentored and taught by a seasoned financial advisor while working closely with a team of six individuals whose goal was to ensure clients’ investments reflected their goals and risk evaluations.• Organized and prepared customized spreadsheets for individual clients’ alternative investment holdings to reflect performance and included commentary on each investment.• Worked with clients whose assets under management ranged from $100,000 up to $100,000,000. • Entered prospective clients’ investments into Wealth Strategy Analysis Application using their outside statements to analyze current investments and presented them to the advisor for review. • Developed a monthly team newsletter with guidance from the financial advisors including researching and summarizing content and structure for the newsletter.

Bachelor Of Business Administration - Bba, Business Administration And Management, General, Graduate

Activities and Societies: Beta Theta PiI am a Villanova University graduate, where I completed my education with a double major in Finance.

High School Diploma

Activities and Societies: National Honors Society, Varsity Baseball Captain, DECA