Brian Tolin, CFA

Experience

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  Magnolia Point Golf & Country Club

  Jun 2005 - Jul 2008

  Assistant Account Supervisor

  • Produced, maintained and submitted residents individual monthly statements • Maintained ongoing communication with accounting department to increase personal understanding in the field

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  D'Fontana's

  Dec 2009 - Jun 2011

  Assistant Manager/ Server

  • Manage night shift while providing superior customer service by properly taking orders, accurately providing promoted discounts, and professionally communicating with manager and owners• Professionally construct and maintain weekly staff schedules• Provided a welcoming, supportive and family oriented environment for new and returning customers• Complete nightly cash drawer reconciliation and have verification of balanced funds by merchant services

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  Wave Direct, Inc.

  May 2010 - Jul 2010

  Intern

  • Researched publications from campaign strategy to completion using various research methods including SRDS• Operated programs of Vertical Response and Sales Force for email blasts and customer relationship management• Demonstrated how an actual email deployment cycle operates from creative to test to deployment to analytics• Educated on how marketing agencies work with B2b and B2C focused agencies and end users

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  Roland George Investments Program

  Aug 2010 - May 2011

  Student Trustee

  Find and analyze companies meeting portfolio guidelines for potential investmentResearch current holdings to determine hold or sell recommendation One of four students elected by peers to make buy/sell decisions for $3 million equity/fixed income portfolio

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  Fidelity Investments

  Jun 2011 - Jun 2012

  Financial Representative

  • Effectively use on-line resources, including Fidelity.com and a Microsoft Windows-based workstation to execute trades, discuss Fidelity's wide range of products and services, provide market news and quotes, provide tax and retirement related information, and capture and analyze customer financial data• Engage in insightful conversations with clients regarding equity markets, fixed income markets, international markets, and economic conditions• Lead customers to an understanding of the options or solutions that are applicable to their situation, demonstrating how features and benefits match their needs Show less

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  Raymond James Trust NA

  Jun 2012 - Jan 2015

  Investment Trust Officer

  • Assist in managing assets held in Trust accounts in excess of $2.5 billion• Assist in managing in-house mutual fund model portfolio in excess of $275 million• Listed as an Investment Officer on ~600 trust accounts• Perform Initial & Annual Regulatory 9 reviews on Trust accounts• Work with Trust Officers & Financial Advisors regarding allocations & selection of investments in Trust accounts• Monitor investments within Trust accounts and determine if investment suggestions are prudent• Work closely with CFO to update monthly holding reports for $250 million portfolio• Run bonddesk reports for Fixed Income Manager and help execute trades using MarketAxess• Assist fixed income portfolio manager with asset allocation strategies Show less

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  Raymond James Trust

  Jan 2015 - Jun 2016

  Portfolio Analyst

  •Analyze client relationships and accounts totaling $720M for portfolio managers•Research large-cap equities and various funds in our buy list•Directly advise clients who no longer had financial advisers on $50M of assets•Monitored performance and made recommendations of fixed income funds in our separately managed mutual fund model totaling $320M•Managed relationship of our largest client, which had over 1,000 accounts and $320M AUM

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  Bray Capital Advisors

  Jun 2016 - Jul 2024

  • Portfolio Manager

    Jul 2017 - Jul 2024

  • Wealth Management Specialist

    Jun 2016 - Jun 2017
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  Capital Wealth Advisors

  Aug 2024 - now

  Senior Vice President