Josh Breer Email & Phone Number

Seattle, Washington, United States

Puyallup, Washington

• Responsible for collecting, managing and analyzing financial data used for client investment decision-making.
• Partners with external data vendors to consolidate fund performance data and create investment metrics used by portfolio managers to advise clients on investment strategy.
• Performs continual process improvements by automating the data collection process which increases efficiency as well as data accuracy and reliability.
• Appointed subject matter expert for an internal database containing fund and benchmark reporting metrics that feeds the company’s external website used by current and prospective clients.
• Successfully implemented more effective data load processes for Canadian Funds which aligned the processes to a single corporate standard and improved the accuracy and timeliness of deliverables.
• Managed an ad-hoc project which involved creating and implementing a new reporting process to capture specific fund metrics required by a new client.

Greater Seattle Area

• Responsible for guiding internal sales team members toward prospective clients by organizing leads and ensuring existing relationships stay intact.
• Followed up with the inflow of daily email requests ensuring Sales Associates’ requests were fulfilled in a timely manner.
• Interacted with external partners to confirm Assets Under Management account ownership.

Kenmore, WA

• Responsible for the on-field officiating of both youth and adult softball competition in a way that emphasizes appropriate use of the rule book and sportsmanship among players, coaches, and fans.
• USSSA Rookie of the Year Award recipient.
• Collaborated with the Umpire in Chief to staff fields and schedule tournament brackets.