Travis Brown

Experience

• 

  The Whiting-Turner Contracting Company

  May 2013 - Aug 2013

  Intern

  ● Assisted with field measurements, construction site quality control, and requests for information.● Contacted suppliers, assisted with ordering materials, and coordinating shipments.● Reviewed and updated shop drawings daily.● Assisted with tracking project budgets and overall project progress to maintain construction schedule.● Compiled material cost reports and delivered results to project managers to ensure optimal budget allocation.

• 

  Berman McAleer

  Jun 2014 - Aug 2014

  Intern

  ● Compiled client portfolio information into databases for Black Diamond Performance reporting system.● Analyzed various asset allocation plans to ensure proper alignment with client goals.● Calculated and created cost basis reports for client portfolios totaling $745 million in assets.● Assisted financial planners with pulling various reports from Black Diamond Performance reporting system.● Worked with Client Services Associates to help maintain over 99% client retention rates. Show less

• 

  The Kelly Group- Financial Planning and Wealth Management Services

  May 2015 - Dec 2015

  Intern

  ● Attended financial planning meetings and assisted advisors with client portfolios.● Drafted financial planning documents for clients.● Conducted research for potential mutual funds for client portfolios.● Utilized Morningstar to prepare investment reports for financial planners.● Performed routine analysis of current investment portfolios to ensure asset allocation aligned with client goals.

• 

  TEKsystems

  Jun 2016 - Feb 2018

  ● Analyzed financial data and audited weekly reports to maintain accurate client records.● Created weekly financial reports for various Sales Offices using Microsoft Access and Excel.● Supported Sales Offices and utilized reporting capabilities to monitor growth.● Worked closely with team to solve complex client issues.● Created and analyzed financial reports to support client needs.● Used advanced functions/formulas with Excel and Oracle Peoplesoft reports.● Ad-hoc reporting and budget projections as needed by various TEKsystems stakeholders.● Created and implemented new processes for the Back Office to improve internal financial performance, bolster client relationships, and increase communication with Sales Offices. Show less

  • Senior Business Operations Analyst

    Mar 2017 - Feb 2018

  • Business Operations Associate

    Jun 2016 - Mar 2017
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  Morgan Stanley

  Feb 2018 - Jun 2023

  • Director

    Jan 2021 - Jun 2023

  • Data Operations Associate

    Feb 2018 - Jan 2021
• 

  Lockheed Martin

  Jun 2023 - now

  Senior Price Cost Analyst