Verified recordFinancial Services

Brandy Wilson

Mbo Data Analyst at Investcloud, Inc

Based in Westernport, United States

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Seniority

Other

Department

Other

Location

Westernport

Industry

Financial Services

Company size

1K

Contact information

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Email

1 credit

b•••••••@investcloud.com

Phone

5 credits

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Background

About Brandy Wilson

I’m a results-driven professional with 25+ years of experience spanning data analysis, client services, and technical support in both financial services and customer support-related environments. I specialize in managing complex data systems, resolving operational issues, and delivering remote support to high-profile clients. With 9+ years of remote work experience, I’ve proven my ability to maintain productivity, independence, and strong team member and client relationships in virtual settings. I’m actively pursuing a transition into the healthcare field with a strong foundation in administrative operations and data integrity. I’m enrolled in a Medical Billing & Coding certification program at Garrett College beginning September 2025 with completion expected in Spring 2026. This new direction allows me to combine my data expertise with a growing knowledge of healthcare workflows. My strengths include: Data analysis, financial systems, and database management Cross-functional problem solving and ticket resolution Client relationship management and remote team collaboration Confidential information handling and quality assurance Professional Highlights: Data Analyst at InvestCloud, Inc. Account Manager at Back Office Support Services, Inc. I've managed financial portfolios for advisors nationwide, provided top-tier remote support, and led accurate billing/reporting. I handled middle/back office operations by managing portfolio data, resolving advisor issues, and maintaining accurate account records within multiple vendor platforms — all in a fully remote, independent environment. I'm leveraging 25+ years of experience in data analysis, portfolio account reconciliation, data management, client support, and operations to transition into healthcare. Skills like accuracy, confidentiality, and remote workflow management align perfectly with roles in medical scheduling, patient registration, and billing. Outside of work, I’m an avid reader who values continuous learning, a photography enthusiast with a keen eye for detail, and a dedicated crocheter who enjoys creative focus and mindfulness. These interests complement my professional strengths by fostering patience, creativity, and precision. I am currently seeking remote opportunities in middle/back office financial operations as well as healthcare administration roles aligned with my upcoming certification. I look forward to contributing my expertise and dedication to a forward-thinking team.

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Brandy Wilson Email & Phone Number @ Investcloud, Inc | Kipplo Discover