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Q&A With Brandon Taylor

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Brandon Taylor
Financial Analyst, Robert Half
Location: Richmond Heights, OH United States
Joined: Apr 23rd, 2017
About   (request update)
Education   (request update)
University of Toledo class of 2005
Undergrad Major: Sociology
Experience
I currently work with Robert Half as Financial Analyst
I have years of experience working in the Finance/Economics industry.
Financial Analyst | Robert Half Finance & Accounting
From January 2017 to Current • 9 year(s)
 Analyzed customer databases for pricing accuracy, provided financial support in Treasury and Reporting, forecasted production orders over $5M monthly, led AP projects, and supported corporate finance functions.
Financial Analyst Intern | Vanderpoole Investments LLC
From January 2016 to January 2017 • 1 year(s)
 Reviewed month-end financial closings, assisted with budget preparation and forecasts for 250k portfolio, and provided decision support contributing to 9% year-over-year portfolio growth.
Licensed Banker/Junior Partner, Wealth Management Team | Citizens Bank
From January 2014 to January 2016 • 2 year(s)
 Utilized Excel to service 20-million-dollar book of business, researched investment sales data, and offered investment options to customers.
Regional Director of Sales/Financial Consultant | Hill Insurance Group Agency
From January 2011 to January 2014 • 3 year(s)
 Managed book of business with 800+ clients in Cleveland area and successfully managed team of 8 agents covering northeast Ohio.
Personal Banker II | JPMorgan Chase Bank
From January 2010 to January 2011 • 1 year(s)
 Analyzed customer data to recommend bank solutions, managed branch business to prospect investment clients, and generated financial projections.
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