Brandon Berdecia

Experience

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  Franklin University Switzerland

  Aug 2014 - May 2016

  •Provided comprehensive support for bursar activity including scholarship distribution, receivables, billing, medical, control (audit, analysis and reconciliation), and associated financial reporting.•Maintained and archived student financial files while entrusted with confidential and sensitive documents. •Developed a training manual for the position in order to streamline future preparation and instruction.•Constructed a system of digital archives to transfer and integrate paper records. Show less

  • Bursars Office Clerical Assistant

    Aug 2014 - May 2016

  • Orientation Mentor

    Aug 2014 - Dec 2015
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  Fossil Group, Inc.

  Jun 2015 - Jan 2016

  Client Service Associate

  •Enhanced customer experience by locating merchandise, helping them to further understand product function and design, and packaging purchases according to needs. •Built and maintained merchandise displays throughout the store to best represent the diversified products, including unloading, cleaning, and restocking merchandise.

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  PANDORA

  Jun 2016 - Jan 2017

  Client Service Associate

  •Assisted customers in designing jewellery pieces that expressed their own individuality and creativity. •Provided a mid-level luxury shopping experience for clientele by presenting in-depth product knowledge and offering individual and specialised attention.

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  BANCA ARNER SA

  Jun 2017 - Sept 2017

  Wealth Management Intern

  • Masters Advisory Project: Field study, as an intern for Arner Bank, focusing on the consumer interface in private banking, with an emphasis on consumer behavior and attitudes regarding financial advising.• Assisted the Vice President and Senior Wealth Managers in the opening and closing of clients’ accounts• Consolidated financial documents and prepared preliminary portfolio overviews of new clients.• Processed payments, bank transfers, and client orders in internal bank CRM software. Show less

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  Clarks

  Dec 2017 - May 2018

  Client Service Associate

  •Delivered positive sales performance while upselling the customer, when appropriate, on multiple pairs and accessories. •Shared product knowledge with customers while making personal recommendations and providing individualized service in a competitive sales environment

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  BNB Bank

  Apr 2018 - Sept 2018

  Teller

  • Operated a teller station in a courteous and knowledgeable manner, expediting deposit and withdrawal transactions.• Provided additional customer service including issuing money orders, cash advances and cashiers’ checks.• Completed daily monetary instrument logs.• Balanced teller drawer each day in accordance with the bank’s teller difference cash standards.

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  Charles Schwab

  Oct 2018 - Feb 2021

  • Supported the growth and continued management of two Vice President Senior Financial Consultants’ affluent wealth management practices, consisting of over 600 unique households and families.• Deepened new and existing client relationships by proactively and reactively uncovering additional business development opportunities, creating leads, and transitioning them to Financial Consultants to close business.• Created schedules for outbound activities and client touchpoints focusing relationship building and obtaining referrals.• Updated and compiled information through Schwab’s internal customer relationship management tool and Salesforce, ensuring information is accurate, up-to-date, and complete; and facilitating effective pipeline management.• Managed local event administration including venue identification, scheduling, contract negotiation, invitation creation, attendance confirmation; ensuring at least 60% prospect attendance and 85% post-event follow-up. Show less • Received and deposited checks and security deposits, as well as paperwork and incoming correspondence.• Assisted clients with operational issues such as new account openings, transfer of assets, and money movements (contributions and distributions).• Leveraged key internal business partners to resolve, research, and respond to client inquiries and issues as well as ensure operational tasks are adequately completed.• Connected clients with Associate Financial Consultant and/or Financial Consultant for further consultation. Show less

  • Financial Consultant Partner

    Oct 2019 - Feb 2021

  • Client Relationship Specialist

    Oct 2018 - Sept 2019
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  Southampton Animal Shelter Foundation

  Feb 2021 - Feb 2022

  •Solicited gifts on behalf of the foundation, both individually and in conjunction with the Executive Director, fundraising staff, board members, and volunteers. •Oversaw a team of two, consisting of a Special Events Assistant and a Donor Relations Coordinator, to ensure that a strategic plan for fundraising and events was implemented and achieved.•Responsible for coordinating print production of event collateral material and facilitating planning and implementation of marketing materials including social media postings, due to the departure of the Director of Marketing, all while ensuring consistent style and branding guidelines are adhered to in a timely manner.•Organized, managed, and promoted two major fundraising events; including the shelter’s annual gala, with an events team and successfully raised over $500,000 for the foundation. Show less •Oversaw and enhanced ongoing donor cultivation, research, and recognition of individuals, corporations, and foundations for their contributions to the organization. •Researched and implemented a new fundraising database and donor tracking system, successfully transitioning the organization from Donor perfect to Virtuous CRM, for greater accountability and compliance standards. •Identified and researched prospective grantors, matching gift programs, and prospects to secure future funding. Show less

  • Development & Special Events Manager

    Jul 2021 - Feb 2022

  • Development & Events Coordinator

    Feb 2021 - Jun 2021
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  CrowdStreet

  Jan 2022 - Oct 2023

  Investor Relations Coordinator

  •Collaborated with 2 team members to build relationships and service around 800 premium investor households, consisting of accredited investors and qualified purchasers with a minimum of $1 million in investments. •Responsible for every aspect of the investor life cycle from initial interest to deal close; engaging investors interested in submitting an offer, assisting with the completion of subscription documents, obtaining and approving accredited investor qualification letters, and coordinating and communicating receipt of funds with sponsor teams.•Supported investors post close through addressing post-investment questions with sponsors, obtaining initial and corrected tax documents, triaging account related issues and access, and monitoring and tracking investment activity.•Hosted new investor orientation webinars to engage with prospective investors and introduce them to the platform; providing education on commercial real estate and the different products offered including individual deals, funds, and other investment vehicles. Show less

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  Baird

  Dec 2023 - now

  Client Specialist