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
Cincinnati, OH
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
Covington, KY
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
Scottsdale, AZ
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
Cincinnati, OH
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