Braden Langeloh
Client Operations Specialist @Moran Wealth Management®
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WORK HISTORY
Client Operations Specialist @Moran Wealth Management®
Naples, FL, US
Open, maintain, and close client accounts, ensuring accurate data entry and timely updates across systems.• Process client transactions (trades, transfers, asset movements) in compliance with regulatory standards.• Ensure all operations meet regulatory, audit, and compliance requirements.• Deliver exceptional service by responding to inquiries, researching issues, and providing operational support.• Partner with financial advisors and client service teams to coordinate operational needs.• Leverage CRM and financial technology platforms to manage and document activities.
EDUCATION
Community School of Naples
High School Diploma
Florida State University
Bachelor of Science - BS, Finance, General
ABOUT BRADEN LANGELOH
I am a recent graduate with a BS in Finance from the Florida State University College of Business interested in a career in equipment finance and leasing. I excel in competitive environments and when working in collaborative groups to solve problems. Go Noles!
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