Louis Brody

Experience

• 

  Bahia Bleu Marina

  May 2008 - Aug 2011

  Dockhand & Store Assistant

  -Managed the dock and aided customers with boat/marina issues. Assisted the manager in administering daily operations.•Established strong customer relationships, contributing to new business growth and full occupancy of the storage facility.•Selected by the owner to train new seasonal staff, ensuring the marina was operating in an efficient manner.

• 

  Hirsch & Tucker LLC

  May 2012 - Dec 2013

  Accounting Intern

  -Worked with the firm’s professional team, gaining exposure to all aspects of accounting to include payroll and tax preparation, reconciliations and P&L statements. •Reconciled clients’ financial data on a daily basis, consistently completing tasks accurately and on-time.

• 

  Comfortfeet.com, LLC

  May 2014 - Aug 2014

  Data Management Coordinator

  -Assisted in opening the store, maintaining business operations during the crucial transition stage.•Created an inventory management system to organize the warehouse and ensure appropriate inventory levels.•Assisted owners with major business decisions to include inventory control, warehousing and distribution.

• 

  Wells Fargo Wealth Management

  Jun 2015 - Dec 2018

  • Created and developed an operating model with fully functioning drivers that senior level management can leverage to identify opportunities for revenue growth• Forecasted the Wealth Management’s regional balance sheet and P&L statements using Libor rates and S&P to find opportunities to grow revenue• Analyzed various models such as expense management models and a sales dashboard that management uses on a daily basis

  • Financial Analyst

    Aug 2015 - Dec 2018

  • Regional Finance Analyst

    Jun 2015 - Aug 2015
• 

  Wells Fargo Advisors

  Dec 2018 - now

  First Vice President - Investments