Brandon Phillips

Client Services Manager at Wespath Benefits and Investments

Brandon Phillips has a diverse professional background ranging from technical consultancy to client services management. With experience in managing large sums of financial data and leading tax reporting projects, Brandon is skilled in resolving payment variances and reducing outstanding balances. Additionally, their technical expertise includes developing training guidelines, analyzing product failure trends, and providing exceptional customer support. Brandon also holds a degree from Northwestern University.

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Timeline

  • Client Services Manager

    May, 2015 - present

  • Batch Specialist

    August, 2012