Brandon Lee

Chief Operating Officer | Client Services Director at THE QUARESMA GROUP LLC

Role: Chief Operating Officer Client Services Director at The Quaresma Group Llc
Location: Portland, OR, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Chief Operating Officer Client Services Director
The Quaresma Group Llc
Jul 2020 — Present · Portland, OR, US
Manage work flow within the team for effective communication and execution of planning recommendations. Develop SOP to provide consistent client experience and results. Collaborate on business planning to align with our growth goals, brand and planning philosophies. Coordinate with clients to provide clarity throughout the planning experience and guide them through various processes.

Education

Parker College of Business-Georgia Southern University
Bachelor’s of Business Administration, Management with Entraprenuership emphasis and Minor in Marketing
2012 — 2017

Skills

Communication
Microsoft Word
Microsoft Office
Sales
Customer Service
Research
Critical Thinking
Teamwork
Strategic Planning
Project Management
Time Management
Powerpoint
Microsoft Excel
Editing
Leadership

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@nm.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Pioneer Financial

Financial Services · 63 employees · Founded 2005 · New York, New York, United States

Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice. Our advisor team has more than 75 concerted years working to meet the varied and personalized needs of our clients. Our clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, from hedge fund managers to business owners, licensed professionals and affluent families. Simply put, our clients come first. We systematically plan according to the complexity and uniqueness of each particular situation. We are acutely focused on a process-driven model. Through that discipline we uncover the array of financial needs, goals, and concerns of our clients. We know the questions to ask, life’s transitions to anticipate, and the potential issues to plan for when developing and executing on a financial plan designed to adapt to your evolving needs. We look forward to putting our passion and collective experience to work for you. Website disclosure http://healthyfinancial.nm.com/disclosure 2. NM social media guidelines Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: https://pioneerfinancial.nm.com/

nm.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Experience

Chief Operating Officer Client Services Director

Education

Parker College of Business-Georgia Southern University

Skills

Find verified contacts for anyone on LinkedIn