Brian Duerson, MSF

Experience

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  Des Moines Area Community College

  Aug 2009 - Sept 2009

  Sales Associate/ Customer Service

  Helped customers resolve their concerns and assisted them in getting needed materials and textbooks. Acted as a guide to help them obtain all resources requisite of the class.

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  City of Ankeny

  Jun 2010 - Aug 2010

  Lifeguard

  Obtained Lifeguarding and First Aid/CPR certifications. Rescued patrons in danger and enforced pool rules. Performed basic maintenance for the aquatic center facilities and taught swimming lessons to youth.

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  Brigham Young University

  Aug 2013 - May 2014

  Building Manager

  Worked on the weekend crew in the absence of our supervisor. Had to problem solve and be self-motivated. Performed maintenance and routine cleaning of athletic buildings. Set up and took down equipment for BYU’s sports events throughout the year. Responsible for maintaining and securing 9 different sports facilities.

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  Brigham Young University

  Sept 2014 - Apr 2015

  Express Print and Computer Support Specialist

  • Provided computer and printer support for all the student print stations around campus.• Troubleshot computer and printer problems. • Installed and maintained equipment needed to access and print documents.

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  TransCore

  May 2015 - May 2016

  Network Technician

  • Lead and organized a six month audit of all sites and devices.• Installed and maintained traffic sensors, cameras, radios and data networks for the purpose of allowing the Iowa Department of Transportation to monitor traffic.

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  StealthCare, LLC

  Jun 2016 - Jun 2018

  Founder and Operator

  • Offered First Aid and CPR certifications through the American Heart Association.• Built and established all administrative processes of running a lean and profitable small business.

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  Mercy Medical Center - Des Moines

  Oct 2016 - May 2017

  Corporate Health Assistant

  • Managed all patient data that came through the Corporate Health screening team. • Analyzed screening results to deliver health trends within companies.

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  American Heart Association | American Stroke Association

  Jun 2017 - Jun 2018

  BLS Provider Instructor

  • Marketed, organized, and registered businesses and professionals for a range of classes.• Taught and certified individuals in CPR, AED usage, and first aid practices through the AHA.• Advocated for overall heart health.

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  Juicebox Interactive

  Mar 2018 - Jun 2018

  Project Management Intern

  • Organized program strategy, project delegation, and program implementation for designers and developers.• Coordinated travel and expense reporting for Founder and senior employees.

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  E*TRADE

  Sept 2018 - Jul 2019

  Financial Services Associate

  • Educated and instructed clients on investment options and executed trades.• Tracked and analyzed different techniques to triple personal sales conversion rate with clients.

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  Ameriprise Financial Services, Inc.

  Oct 2019 - Nov 2019

  Registered Client Associate

  • Assisted in managing client portfolios and executing trades for a Private Wealth Advisor.• Performed and scheduled money movements, account set up, client appointments, and expense reports.

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  Brex

  Nov 2019 - Oct 2020

  Operations Associate

  • Handled client and end user cases by collaborating with fraud, compliance, sales, legal, underwriting, and engineering departments to deploy growth focused solutions that contributed to a 15 point NPS increase.• Transformed into subject matter expert for Brex Cash and Card products to resolve issues both internal and client facing about deposits, withdrawals, money movements, transactions, and balances.

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  Premier Diagnostics

  Oct 2020 - Mar 2021

  Chief Operating Officer

  • Facilitated hyper growth and reached 150+ employees, 22 locations across 3 states, and hit over $10MM ARR within 3 months in a highly regulated industry. • Launched and maintained an expense system that gave us insightful spending reporting and documentation that helped to reduce our supply chain issues, lower overhead costs, and ultimately empower our employees. • Built out processes and trained personnel in the Operations, Business Development, and CX departments. • Established ticketing system that simplified handling customer emails and resolved over 30,000 tickets. • Impacted community and state by providing COVID-19 diagnostic test results to over 200,000 patients. Show less

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  Pluralsight

  Sept 2021 - May 2022

  Commercial/Academic Business Development

  • Collaborated with Account Executives and Customer Success Managers to develop the SaaS pipeline. • Built top line revenue by working with and expanding university/corporate accounts for sales opportunities.

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  GenXFinancial

  Aug 2022 - Jan 2024

  Financial Planner, MyRemoteFA®

  • Led team in sales for Q1 2023 and added $2M+ into managed accounts over the year. • Advised clients on personal budgeting, financial forecasting, and closing gaps in their investment strategy.• Revised and remodeled portfolios to optimize for cost efficiency and risk management.

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  Consecrated Holdings, LLC

  Sept 2023 - now

  Managing Member
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  Two Tree Financial

  May 2024 - now

  Founder