Brandon Perry
Gilbert
Summary
Professional educator skilled in curriculum development and student engagement. Proven ability to collaborate with colleagues and adapt to changing academic needs. Strong focus on delivering impactful lectures, facilitating discussions, and guiding students in their academic growth. Known for reliability, flexibility, and delivering results in educational settings.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Adjunct Faculty/Instructor
GRAND CANYON UNIVERSITY
09.2023 - Current
- Taught Finance 375: Introduction to Investments to undergraduate students helping them prepare for and pass the Securities Industry Essentials exam
Adjunct Faculty/Instructor
PARK UNIVERSITY
03.2021 - Current
- Taught courses in international business and university-approved professor of courses in personal financial management, professional financial planning, investment analysis, and investment management
Owner/Entrepreneur
CAVEL GAME COMPANY, LLC
09.2018 - Current
- Ran a family-owned and operated board game and book business distributing products throughout the U.S.
- Marketed eight full-length board games to expand brand and product awareness and increase sales
- Initiated $20,000 Kickstarter campaign to purchase inventory and develop marketing materials, assisted with rewards program details
Enterprise Relationship Consultant
BANK OF AMERICA
10.2015 - 09.2018
- Analyzed investment portfolios including stock, bond, mutual fund, ETF, and cash holdings recommending proper asset allocation based on investment objectives and risk tolerances, and rebalanced portfolios in line with top-rated research on weightings in areas such as large cap, small cap, and growth and value equity positions and in areas of short-term, intermediate, and long-term fixed income positions
- Assessed budgets and cash flow statements providing guidance and advice on personal finances and wealth management
- Evaluated retirement snapshots helping clients maximize projected retirement income and achieve their long-term financial goals
- Achieved over 140% performance referral metric as a relationship consultant and received numerous high client satisfaction scores averaging 9.36, 9.42, and 9.50 as an advisor
- Carefully listened to clients, making the most of interactions, resulted in becoming four-time recipient of Director’s Bronze Award
Financial Representative
NORTHWESTERN MUTUAL
05.2014 - 05.2015
- Created long-term financial plans for clients by addressing areas of risk management, wealth accumulation, and wealth distribution
- Organized own market for clients with long-term financial needs using relationship outreach and community engagement skills
Personal Banker/Lead Teller/Teller
WELLS FARGO
05.2008 - 07.2012
- Oversaw new personal and business account openings; average of 3 new account packages weekly
- Partnered with private bankers to form relationships with wealth management clients generally on bank accounts of a minimum value of $50,000; resulted in several new private banking referrals
- Trained new tellers on a quarterly basis in internal banking systems and cash handling; coached tellers/lead tellers in sales and service skills
Education
Doctor of Philosophy - Personal Financial Planning
TEXAS TECH UNIVERSITY
Lubbock, TX05-2027
Master of Business Administration - Finance
CASE WESTERN RESERVE UNIVERSITY
Cleveland, OH01-2015
Master of Global Management - Global Finance
THUNDERBIRD SCHOOL OF GLOBAL MANAGEMENT
Glendale, AZ12-2014
Bachelor of Arts - Spanish
BRIGHAM YOUNG UNIVERSITY
Provo, UT05-2008
Skills
- Online teaching
- Learning management systems
- Classroom management
- Research and analysis
- Curriculum delivery
- Grading and evaluation
- Lecturing
- Personal finance
- Portfolio management
- Asset allocation
- Retirement planning
- Capital markets
- Risk mitigation
- SPSS
- STATA
Certification
CFP®, Series 66, 7, 63, and 6, Life, Health, Disability and Long-Term Care Insurance
Languages
English
Native or Bilingual
Spanish
Full Professional
Timeline
Adjunct Faculty/Instructor
GRAND CANYON UNIVERSITY
09.2023 - Current
Adjunct Faculty/Instructor
PARK UNIVERSITY
03.2021 - Current
Owner/Entrepreneur
CAVEL GAME COMPANY, LLC
09.2018 - Current
Enterprise Relationship Consultant
BANK OF AMERICA
10.2015 - 09.2018
Financial Representative
NORTHWESTERN MUTUAL
05.2014 - 05.2015
Personal Banker/Lead Teller/Teller
WELLS FARGO
05.2008 - 07.2012
Doctor of Philosophy - Personal Financial Planning
TEXAS TECH UNIVERSITY
Master of Business Administration - Finance
CASE WESTERN RESERVE UNIVERSITY
Master of Global Management - Global Finance
THUNDERBIRD SCHOOL OF GLOBAL MANAGEMENT
Bachelor of Arts - Spanish
BRIGHAM YOUNG UNIVERSITY
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