Brian Hagan
Operations at Eaton-Cambridge Inc.
- Role
- Operations at Eaton-Cambridge Inc
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About Brian Hagan
You have not lived today until you have done something for someone who can never repay…
Experience
Operations
Jan 2023 — Present · Phoenix, AZ, US
Primary account trader & portfolio manager for $450m+ in assets under management, leveraging Charles Schwab / iRebal and Betterment• Continuously evaluate internal processes & technology, regularly working with team to improve efficiency and collaboration across firm• Management of internal & client facing systems including Advyzon, Schwab Advisor Center, Kwanti, eMoney & Betterment• Work closely with 3rd party compliance team to ensure complete adherence to all laws & regulations applicable to an SEC-registered firm• Regularly meet with numerous asset managers to ensure the most appropriate securities are being leveraged in company portfolios• Developed & maintain a robust KPI dashboard
Education
Arizona State University
Bachelor’s Degree, Computer Information Systems
2012 — 2015
Chandler/Gilbert Community College
General Education
2010 — 2012
Skills
- Technology Consulting
- Php
- Computer Diagnostics
- Cascading Style Sheets (Css)
- Management
- Microsoft Excel
- Time Management
- Technical Support
- Creative Problem Solving
- Web Design
- Photography
- Volunteering
- Microsoft Onenote
- Social Media
- Client Rapport
- Videography
- Teamwork
- Microsoft Powerpoint
- Leadership
- Training
- Customer Satisfaction
- Sharepoint
- Public Speaking
- C#
- Organization Skills
- Retail Sales
- Musicality
- Microsoft Office
- Sales
- Customer Service
- Mysql
- Html
- Restaurant Management
- Sales Consulting
- Retail Sales Analysis
- Javascript
- Microsoft Word
- Computer Repair
- Team Leadership
- Dos
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