Payton Brindle

Managed bookkeeping and financial records using QuickBooks, including monthly balance sheets, profit-and-loss statements, and payment-history reports. Performed payroll administration for multiple businesses, including payroll responsibilities for Solomon API LLC.

Maintained long-term concurrent employment in a high-volume customer-service environment while advancing professional responsibilities in accounting and financial services. Managed customer transactions, cash and credit-card payments, opening/closing responsibilities, and fast-paced service operations.

Supported operations across two financial services firms with approximately $277 million in combined assets under management, including 4 RIAs and 13 Investment Adviser Representatives. Managed brokerage account opening and closing, distributions, contributions, ACAT and non-ACAT transfers, wire transfers, check deposits and withdrawals, and Qualified Charitable Distributions.

Earned dual Bachelor of Business Administration degrees in Accounting and Finance in May 2024.

Certified in Microsoft Word 2010.

Certified in Microsoft PowerPoint 2010.

Certified in Microsoft Excel 2016.

Certified in QuickBooks Accounting and Payroll 2018.