Deep Enrich
Brandon Wright
Default Prevention Specialist
743 followers
Charleston, South Carolina, United States
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About me
VP, Treasury Management Officer II at Fifth Third Bank
Education
Ball State University - College of Business
2003 - 2009Bachelor of Science (B.S.) Business Administration and Management, General
Ball State University
2003 - 2009B.S Finance
Experience
Sallie Mae
Jul 2007 - Apr 2011Default Prevention SpecialistExceeded goal 26 of the last 27 months 5-time Champions Club member(Top 10% of the dept./quarter)Employee of the Month for December, 2007Conducted peer interviews Assisted management daily with questions and processes Transitioned between 8-10 open programs at one time while assisting customers
Charles Schwab
May 2011 - Oct 2012Registered RepresentativeHandled between 50 - 75 calls a dayLead team in training exercisesPassed Series 7 and 63 in October, 2011Transitioned between 8-10 open programs at one time while assisting customersEffectively communicated with consumers and businesses, both over the phone and through mail/fax.Top 10% in converted leadsHelped to bring in over 25 million dollars of new assets to Schwab in the last 6 monthsSpecialized in retaining current clients accountsCurrently studying for CFA Level I Exam Show less
PNC
Dec 2012 - Jul 2020Senior Account Manager
Feb 2018 - Jul 2020Treasury Management Senior Sales Associate, AVP
Dec 2012 - Feb 2018
Fifth Third Bank
Jul 2020 - nowTreasury Management Officer II
Licenses & Certifications
Finra - Series 63
FINRA - Series 7
Nov 2011
Certified Treasury Professional
Association for Financial Professionals
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