About
Financial professional with expertise in retirement savings. Demonstrated ability to lead a team to success and generate a high level of customer satisfaction.
Financial Professional.
I am an experienced financial professional, with a background in accounting and management. My experience reflects demonstrated process improvement, staff growth, and client satisfaction.
- Website: www.briansfreeman.com
- Email:
- City: Denver, USA
- Degrees: Master of Finance & BS Business Management
- Licenses: Finra 6, 7, 26, 63 & Colorado Life/Health
- Designations: FLMI, AAPA, AIAA, ACS
I have years of experience in accounting and finance across multiple fields, including hospitality and telecommunications. My fiance background reflects an emphasis on retirement, including strategy, regulation, and service.
Facts
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Happy Clients
Projects
Hours Of Support
Awards
Skills
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Resume
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Summary
Brian Freeman
Innovative and deadline-driven Graphic Designer with 3+ years of experience designing and developing user-centered digital/print marketing material from initial concept to final, polished deliverable.
- Portland par 127,Orlando, FL
- (123) 456-7891
- [email protected]
Education
Master of Finance with Distinction
2019 - 2021
Colorado State University
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Bachelor of Science summa cum laude
Colorado State University
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Professional Experience
TIAA
2013 - Present
Denver, Colorado
- Director, Client Services - Lead a team of 7, across 3 states, to provide exceptional service for our largest and most complex clients.
- Lead Consultant - Green Belt, Develop registered representatives.
- Supervise the assessment of all graphic materials in order to ensure quality and accuracy of the design
- Oversee the efficient use of production project budgets ranging from $2,000 - $25,000
Great-West Life
1994 - 2013
Greenwood Village, Colorado
- Manager, Deconversion Services. Lead a team of 10, across 2 states.
- Managed up to 5 projects or tasks at a given time while under pressure
- Recommended and consulted with clients on the most appropriate graphic design
- Created 4+ design presentations and proposals a month for clients and account managers
Portfolio
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- All
- App
- Card
- Web
Services
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Testimonials
Saul Goodman
Ceo & Founder
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Sara Wilsson
Designer
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Jena Karlis
Store Owner
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Matt Brandon
Freelancer
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John Larson
Entrepreneur
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