Cass Brannen
Fort Mitchell
Summary
Proactive and motivated individual with high-energy approach to building and optimizing business operations. Solid understanding of facets such as financial, business and personnel management. Results-driven with focus to critical details, uncovering clients needs, and building relationships through trust and proper work ethic.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
Northwestern Mutual
05.2025 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Collaborated with team members to improve service delivery processes.
- Facilitated client onboarding process, investment account setup, and efficient tracking and posting in CRM daily.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
Customer Relationship Advocate
Fidelity Investments
01.2023 - 04.2025
- Provide client-based assistance and solutions to customer needs and requests.
- Problem-solve to exhibit excellent customer service by proactively identifying client problems in order to exceed expectations and accomplish more than just the task at hand.
- Thrive in a metrics-driven environment to accomplish personal, team and company-wide goals.
Sales Representative Intern
Hawk Pest Control
05.2022 - 08.2022
- Drove company revenue and business success by selling door-to-door
- Top ranked sales associate for summer program
Clothing Brand Owner
Just Love
01.2021 - Current
- Manage sales, inventory, marketing and brand
- Own the product development process from start to finish, designing high-quality and unique clothing and ensuring customer orders are received in a timely manner
Valet
Renaissance Cincinnati Downtown Hotel
04.2021 - 01.2022
- Collaborated with a team to problem-solve and handle hotel valet needs to provide customers with top-tier customer service.
- Acted as a subject-matter expert in handling customer requests, answering questions, and ensuring a worry-free stay to establish customer loyalty to the Renaissance Cincinnati Downtown location.
Education
Associate of Science - Accounting and Finance
Transylvania University
Lexington, KY01.2021
Associates - General Studies
University of Cincinnati Clermont College
Cincinnati, OH01.2023
Skills
- Negotiation
- Business Strategy
- Problem-solving
- Customer Service
- Decision-Making
- B2C Business Management
- Internal & External Communication
- Leadership
Certification
- Series Industry Essentials Examination June 2023
- Series 7TO - General Securities Representative Examination August 2023
- Series 63 - Uniform Securities Agent State Law Examination August 2023
Timeline
Financial Advisor
Northwestern Mutual
05.2025 - Current
Customer Relationship Advocate
Fidelity Investments
01.2023 - 04.2025
Sales Representative Intern
Hawk Pest Control
05.2022 - 08.2022
Valet
Renaissance Cincinnati Downtown Hotel
04.2021 - 01.2022
Clothing Brand Owner
Just Love
01.2021 - Current
Associate of Science - Accounting and Finance
Transylvania University
Associates - General Studies
University of Cincinnati Clermont College
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