BRANDON T. DAVIS SENIOR FINANCIAL SERVICES PROFESSIONALdbrandon2005@yahoo.com (551) 208-1639https://www.linkedin.com/in/brandon-davis-06b52555 Jersey City, New Jersey 07305

Extremely versatile and accomplished senior financial services profession with over 15 years of progressive experience and responsibilities. With valuable experience leading and supporting teams I rely on collaborative inclusive communication to foster team building to work together towards team and stakeholder goals. Versed in many core competencies including transfer of assets, corporate actions, dividends and performance reporting I have the skills needed to excel in highly dynamic environments balancing competing priorities delivering excellent client and colleague service, Areas of Expertise include:

Transfer of Assets Performance Reporting Results OrientedCorporate Actions Process Improvement Project ManagementDividends Strategic Planning Problem Resolution

EXPERIENCE & NOTABLE CONTRIBUTIONS

FIDELITY INVESTMENTS INC. Jersey City, NJ (2008 – Present)PERFORMANCE REPORTING DATA ANALYST (2014 – Present)Responsible for ensuring data accuracy in critical financial product documentation. Leveraging my continuous improvement mindset look for ways to deliver increased value through streamlined processes and procedures.KEY ACCOMPLISHMENTS:Provide stellar customer service by resolving performance reporting inquires. Responsible for communication and workflow management amongst Performance Reporting team

members, client and key internal stakeholders.Use highly developed analytical skills to review and validate 1,3,5, 10 year, since inceptions, annualized,

cumulative and composite rates of return.Proactively research and resolve daily exceptions generated from the CALIPER performance engine

DIVIDENDS DEPARTMENT SENIOR OPERATIONS ASOCIATE (2010 – 2014)Key contact for external brokerage firms for payment and process claims. Research and reconcile all present and future debit and credit breaks on dividend lines specializing in CD’s and UIT’s. Primary Departmental Contingency liaison responsible for researching and providing contingency data to management. KEY ACCOMPLISHMENTS:Partnered with the technology group to create various process improvements (automation of the

Dividend Reinvestment Corrections and MRDU processes) resulting in decreased errors as a result of manual entries and time required producing positive effects.

Use Research and resolve dividend reinvestment inquiries utilizing the BRTP and DIVD systems to adjust client payouts from cash dividends to reinvest, reinvest to cash, and the liquidation of fractional positions.

Coordinate yearly audit process of collecting data and providing internal auditors with requested information.

Key contributing member of a project team that collaborated with the Risk Area to research and collect information related to manual processes and the subsequent potential risk exposure to the firm.

TRANSER OF ASSETS SENIOR DELIVERIES ASSOCIATE (2008 – 2010)Responsible for ensuring accuracy and providing valued insight into a variety of critical tasks including approving checks and wire disbursements. Relied upon to provide mentorship and guidance to junior team members through formal and informal avenues.KEY ACCOMPLISHMENTS:Relied upon to review transfer paperwork for accuracy to comply with corporate compliance policies.Initiate deliverable via checks or wires to the various contra firms.

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METLIFE SECURITIES INC. Iselin, NJ (2006-2008)TRANSFER OF ASSETS ASSOCIATEPartner with company representatives to resolve any discrepancies with account transfers to ensure accuracy with client accounts. Relied upon to review transfer documentation ensuring corporate compliance and controls are followed. Responsible for managing the complete transfer life cycle from start through the transfer completion and provide proactive stakeholder updates. KEY ACCOMPLISHMENTS:Recipient of the “Promise Award” for exceptional team work and results achieved within a single quarter

period.

PERSHING LLC Jersey City, NJ (1998-2006)TECHNICAL SUPPORT SPECIALIST/LEAD ASSOCIATELed a team of four associates providing ongoing guidance, support and coaching to achieve department target and goals. Relied upon to research, identify and resolve discrepancies in brokerage accounts. KEY ACCOMPLISHMENTS:Acting as a key member of an interdisciplinary team comprising of Reorganization, Trading, Mutual

Funds, IRA departments and worked to ensure adjustments and tax reporting were processed for accounting corrections in IRAs, qualified plans and regular accounts.

EDUCATION & TRAININGFidelity’s Talent Acceleration Program | FIDELITY INVESTMENTS INC. | Jersey City, NJ | 2013

(Time Management, Dispute Resolution, Project Management)

High School Diploma | HENRY SNYDER HIGH SCHOOL | Jersey City, NJ | 1992