Bryant Dabney, M.B.A

Bryant Dabney, M.B.A

Financial Officer

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  • Timeline

  • About me

    Wealth Advisor - Harbour Trust Investment Management Company

  • Education

    • University of Notre Dame - Mendoza College of Business

      -
      Bachelor of Business Administration (B.B.A.) Finance, General
    • Keller Graduate School of Management of DeVry University

      -
      Master of Business Administration (MBA) Finance, General
  • Experience

    • Horizon Bank

      Aug 1991 - Jun 1994
      Financial Officer

      Managed bank finances in the Control Department. Oversaw federal fed fund balancing, income statement and balance sheet analysis. Responsible for producing monthly Board of Directors financial report for Board Member review and decision making.

    • Bank Calumet

      May 1996 - Jun 1997
      Branch Manager Trainee

      Learned to manage bank branch activities. Sold different bank products. Supervised other workers including the teller line of the branch. Performed teller cash drawer and bank vault audits.

    • Purdue University North Central

      Jun 1997 - Oct 2009
      Assistant Director/Director of Financial Aid Department

      Financial Aid Awarding, Packaging, and Equity Packaging. Assisted Northwest Indiana students with financial aid process. Assisted on the Negotiation and Rules Making Committee with the Department of Education. Counseled students and parents with the various ways to pay for college education. Managed the financial aid office staff of nine. Managed scholarship distribution. Was a member of ISFAA (Indiana State Financial Aid Association). Was designated the area high school financial aid night presenter for Northwest Indiana, covering LaPorte and Porter counties. Show less

    • Ivy Tech Community College

      Aug 2013 - Jan 2016

      Instruct Managerial Accounting course which teaches all facets of managerial accounting including capital investment decisions, time value of money, cost allocations, budget production & variance analysis, and managerial decision making based on balance sheet, income statement, and other financial statement analysis. Recruited and assisted students with creation of their academic schedules. Attended numerous recruiting events for the college. Assisted Vice Chancellor with day-to-day functions. Entered all recruiting data into our Banner system to keep good records for the college. Assumed duties of the Associate Vice Chancellor. Made decisions concerning student complaints and concerns. Supervised the Student Affairs Department. Managed all enrollment functions including admissions, financial aid, and registration

      • Adjunct Faculty Instructor - Accounting

        Jan 2014 - Jan 2016
      • Associate Director of Admissions

        Jun 2010 - Jan 2016
      • Interim Associate Vice Chancellor

        Aug 2013 - May 2014
    • Michigan City Area Schools

      Jan 2016 - Sept 2017
      Guidance Counselor - Barker Middle School

      Counseled students and parents preparing middle school students for their high school academic and social experiences. Supervised the coordination of all standardized testing (ISTEP). Assisted the principal with creation of the school’s master schedule. Also handled student discipline issues.

    • School City of East Chicago

      Mar 2018 - Jan 2020
      Finance, Business Office Manager

      Teamed with the CFO and performed such duties as budget creation, inventory management, forecasting, district procurement, approving payables and payroll.

    • Indiana Department of Transportation

      Jan 2020 - Aug 2022
      District Finance Director

      Supervised all district budgeting, expenditure forecasting, account line transfers, approving expenditure requisitions, and managing district utility expenditures, Also reconciled and explain all monthly budget variance occurrences to the Finance team in Indianapolis.

    • SWANSON CENTER

      Aug 2022 - Mar 2023
      Chief Financial Officer - In Training

      Supervised all accounting and financial functions of the center. Those functions included financial statement analysis, entering accounting journal entries, approving payables, receivables, and payroll. Also imported and posted monthly revenues from patients, insurance companies, Medicaid, and Medicare.

    • Harbour Trust Investment Management Company

      May 2024 - now
      Wealth Advisor

      I/We gain a thorough understanding of our client's personal goals, aspirations, and risk tolerance, to create individual asset-managed accounts that meet individual needs for income and growth as well as client tax concerns. I/We combine research, market forecasting, and industry expertise to actively manage client's accounts to meet their objectives as their fiduciaries.

  • Licenses & Certifications

    • Securities Industry Essentials Exam (SIE) - 12/05/2023

      Financial Industry Regulatory Authority
      Dec 2023
    • How to Be More Strategic in Six Steps

      LinkedIn
      Dec 2021
      View certificate certificate
    • Developing Your Emotional Intelligence

      LinkedIn
      May 2020
      View certificate certificate
    • Accounting Ethics

      LinkedIn
      Nov 2021
      View certificate certificate