Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brandon Fontenot

Ville Platte

Summary

Dynamic Financial Analyst with proven expertise at Magnolia Strategies, adept at financial statement analysis and building client relationships. Recognized for enhancing investment strategies tailored to individual needs, while demonstrating strong attention to detail in reporting. Proficient in Microsoft Excel, combining analytical skills with a commitment to client satisfaction.

Overview

10
10
years of professional experience

Work History

Sales Agent

Magnolia Strategies
10.2024 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Developed strong relationships with clients through excellent customer service and regular followups.

Clerical Worker

STAT Home Health
08.2017 - Current
  • Completed clerical tasks such as filing, copying, and distributing mail.
  • Maintained strict confidentiality when handling sensitive information, adhering to company policies regarding privacy protection.
  • Provided valuable support during audits by ensuring all documentation was well-organized and easily accessible.

Accounts Intern

Gates and Company
01.2022 - 10.2024
  • Assisted with month-end closing and reporting duties.
  • Gained hands-on experience with various accounting software programs such as QuickBooks, Excel, and Sage, enhancing overall efficiency in daily tasks.
  • Demonstrated strong attention to detail when reviewing financial statements for errors or inconsistencies before submission to management.
  • Prepared accurate financial reports by compiling data and analyzing trends for management review.

Farm Worker

Soileau Farms
05.2017 - 08.2017
  • Assisted farmers with feeding and watering cows, sheep, goats, and pigs.
  • Utilized trucks or carts to move equipment, poultry and livestock from one location to another.

Farm Worker

Sylvester Brothers Farms
05.2015 - 08.2016
  • Operated farm equipment such as tractors and trucks with extreme care and precision.
  • Maintained farm equipment in optimal condition through regular inspections, cleaning, and repairs when necessary.
  • Collaborated with fellow farm workers to complete tasks efficiently and maintain a positive working environment.

Education

Bachelors - Business Management

McNeese State University
Lake Charles, LA
12-2026

High School Diploma -

Sacred Heart Catholic School
Ville Platte
05-2017

Skills

  • Microsoft Excel
  • Financial statement analysis
  • Basic accounting
  • Data entry

Timeline

Sales Agent

Magnolia Strategies
10.2024 - Current

Accounts Intern

Gates and Company
01.2022 - 10.2024

Clerical Worker

STAT Home Health
08.2017 - Current

Farm Worker

Soileau Farms
05.2017 - 08.2017

Farm Worker

Sylvester Brothers Farms
05.2015 - 08.2016

Bachelors - Business Management

McNeese State University

High School Diploma -

Sacred Heart Catholic School

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Brandon Fontenot