Investment Management Consultant @ (August 2022 - November 2024)
Client Solutions Associate @ (February 2022 - August 2022)
Client Support Specialist @ Advyzon | yHLsoft, Inc. (April 2021 - February 2022)
Financial Planning Intern @ (April 2020 - August 2020)
Customer Service Representative @ (February 2019 - July 2020)
Member Services @ (April 2013 - April 2018)
Brian Solis Education
Northern Illinois University
Bachelor's degree (Finance)
2018-2020
Brian Solis Skills
Banking
Cash Handling
Cash Management
Customer Service
Finance
Interpersonal Communication
Leadership
Microsoft Excel
Microsoft PowerPoint
Public Speaking
Brian Solis Summary
Brian Solis, based in Chicago, IL, US, is currently a Implementation Specialist at FactSet. Brian Solis brings experience from previous roles at FactSet, Advyzon | yHLsoft, Inc. and Raymond James | Morton Private Wealth Strategies, Inc.. Brian Solis holds a 2018 - 2020 Bachelor's degree in Finance @ Northern Illinois University. With a robust skill set that includes Banking, Cash Handling, Cash Management, Customer Service, Finance and more. Brian Solis has 1 emails and 1 mobile phone numbers on RocketReach.
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