Brandon Shaw
@brandonshaw
Financial analyst with financial planning experience at Prudential Advisors, analyzing client accounts and supporting individualized planning recommendations.
United StatesWhat I'm looking for
At Prudential Advisors, I analyze clients’ financial circumstances and account information to support individualized planning discussions and recommendations. I explain financial findings, coordinate follow-up, and maintain confidential client records.
At Aspen Creek Wealth Strategies, I analyzed client accounts and prepared financial plans for client reviews. I researched client questions and communicated financial insights in accessible terms, and was recognized as a top planner for three quarters.
Earlier, I processed financial transactions, researched retirement-plan inquiries, and prepared reconciliation reports across roles at Peyton Resource Group (USAA), Edward Jones, T. Rowe Price, ePlan 401(k) Services, and the University of Colorado Colorado Springs. I hold an MBA in Finance and Accounting and use Microsoft Excel, including pivot tables, for financial analysis and reporting.
Experience
Work history, roles, and key accomplishments
Financial Advisor / Client Relationship Professional
Jan 2026 - Present (10 months)
Analyze client financial circumstances and account information to support individualized planning discussions and recommendations. Explain financial findings and account considerations clearly, coordinate follow-up, and maintain confidential client records.
Financial Paraplanner
Aspen Creek Wealth Strategies
Feb 2020 - Jan 2026 (5 years 11 months)
Analyzed client accounts and prepared financial plans to support client reviews and informed financial decisions. Reviewed account information, researched client questions, and communicated financial insights in accessible terms.
Financial Representative
Peyton Resource Group (USAA)
Jul 2019 - Jan 2020 (6 months)
Processed financial transactions accurately and researched account-related inquiries to support timely resolution.
Evaluated clients' financial circumstances, retirement needs, and insurance considerations to develop customized financial plans. Partnered with CPAs, attorneys, and other professionals to coordinate information and address complex client needs.
Researched retirement-plan inquiries and explained account and transaction information to plan participants. Supported peer coaching and onboarding to reinforce consistent procedures and service accuracy.
401(k) Associate
ePlan 401(k) Services
Jan 2012 - Jan 2013 (1 year)
Processed loans, withdrawals, contributions, and enrollments with an emphasis on accurate financial records. Investigated retirement-plan discrepancies, coordinated with plan contacts, and prepared corrective account actions.
Accounting Technician II
University of Colorado Colorado Springs
Jan 2008 - Jan 2012 (4 years)
Prepared daily deposits, verified cash balances, completed reconciliation reports, and researched financial discrepancies. Reviewed receipts for coding, approval, and completeness; supported petty-cash audits and accurate financial recordkeeping. Coordinated with campus departments on cash transactions and supervised six work-study students.
Education
Degrees, certifications, and relevant coursework
Regis University
Master of Business Administration, Finance and Accounting
Pursued an MBA in Finance and Accounting.
University of Colorado Colorado Springs
Bachelor of Business Administration, Management
Earned a Bachelor of Business Administration in Management in 2011.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Salary expectations
Job categories
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