Brandon Wann

Experience

• 

  Wells Fargo Advisors

  Jul 2008 - Mar 2013

  Security Operations Specialist II

  Corporate Actions-Voluntary Reorganizations (July 2012 through March 2013):Researched Voluntary Reorganization offers to write summaries for field. Entered instructions from the field to the companies conducting the Reorganizations.IRA Department (November 2008 through July 2012):Responded to branch questions via Email, Smart Station, and phone for CCG and FiNet Business Lines. Worked as one of two department experts on Qualified Plans. Managed 72t reports and worked as department expert on the subject. Generated daily Non-Sufficient Funds Report (NSF) and sent notifications to branches for all lines of business. Trained new associates. Processed distributions and contributions via ACH, Wires, and Checks.Document Control Department (July 2008-November 2008):Indexed documents using AGE Indexing and ENAC Systems. Audited incoming W9 Forms for correctness using BETA and ENAC Systems. Show less

• 

  Anheuser-Busch Employees' Credit Union

  Jun 2013 - Dec 2015

  Talent Systems Administrator

  Identified training needs and developed training resources and solutions for ABECU.

• 

  Edward Jones

  Jan 2016 - now

  Lead Tech Total Rewards and Tech Core HR software development teams. Served as acting Product Delivery Manager for: Service Channels (Sept 22-Feb 23), Branch Efficiency (Feb 23-Apr 23), Tech Total Rewards and Tech Talent Acquisition (Apr 23-March 24). Lead teams of Software Developers. Compliance Officer on the Firm-Recon team. Contract position.

  • Product Delivery Manager

    Mar 2024 - now

  • Leadership Development Associate

    Sept 2022 - Mar 2024

  • Compliance Officer

    May 2017 - Sept 2022

  • Senior Research Specialist, FATA

    Jan 2016 - May 2017