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Brian Gardner

Brian Gardner

Project Manager / Carpenter

Followers of Brian Gardner136 followers
location of Brian GardnerCharleston, South Carolina Metropolitan Area

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  • Timeline

  • About me

    Director of Client Services

  • Education

    • Putnam High School

      2005 - 2009

    • Nichols College

      2009 - 2013
      Bachelor of Business Administration (B.B.A.) Business Administration and Management, General

    • Nichols College

      2013 - 2015
      Master of Business Administration (MBA) Business Administration and Management, General

  • Experience

    • DG Home Improvements

      Mar 2010 - Oct 2015
      Project Manager / Carpenter

    • Fidelity Investments

      Oct 2015 - Oct 2023

      • Manage service and operational relationship with a book of Registered InvestmentAdvisors with over $10B in assets under management• Head pivotal initiatives and projects driving operational efficiency, leading to higherclient satisfaction• Collaborate interdepartmentally and cross-functionally to resolve complex issuesand deliver favorable results• Identify operational inefficiencies for my book of clients and provide training withour technological tools and software applications to improve client experience Show less

      • Client Services Manager

        Apr 2021 - Oct 2023

      • Client Service Representative

        Jul 2018 - Apr 2021

      • Brokerage Operations Representative

        Oct 2015 - Jul 2018

    • Bull Harbor Capital

      Oct 2023 - now
      Director of Client Services

  • Licenses & Certifications

    • Series 66

      Bull Harbor Capital

    • Series 7

      Fidelity Investments