Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brandy Welch

Simpsonville

Summary

Senior Consultant II with over 8 years of expertise in Federal Tax Specialty Services, focusing on cost segregation. Demonstrated success in conducting detailed studies for acquisitions, new construction, and renovation projects. Proficient in business development and client relations, delivering strategic tax solutions that enhance value.

Property Claims Professional with 12 years of experience at State Farm Insurance, specializing in in-office adjusting and catastrophe services. Proven track record in managing high-volume claims, conducting thorough property inspections, and providing accurate damage assessments. Recognized for strong policy knowledge and attention to detail, excelling in fast-paced environments while prioritizing customer satisfaction.

Overview

20
20
years of professional experience

Work History

Senior Consultant II

Forvis Mazars
Greenville
09.2017 - Current
  • Identified opportunities for cost segregation studies, generating new business across various industries.
  • Partnered with tax professionals and business owners to implement solutions yielding millions in tax savings.
  • Consistently surpassed internal business development goals by expanding service lines and uncovering cross-sell prospects.
  • Mentored junior staff, improving team performance and enhancing client delivery while supporting business development initiatives.

Catastrophe Claims Adjuster

State Farm Insurance Company
Greenville
10.2005 - 09.2017
  • Managed storm-related property claims for residential and commercial sectors across multiple regions.
  • Assessed repair costs for storm-damaged properties using estimating software.
  • Determined coverage eligibility by applying extensive knowledge of insurance policies.
  • Trained new claims adjusters in damage estimation, site inspections, and claim summary documentation.

Education

Bachelor of Science - Criminal Justice And Criminology

Ball State University
Muncie, IN
07-2006

Skills

  • Business development
  • Leadership
  • Project management
  • Time management
  • Cost estimation tools
  • Claim management
  • Effective communication
  • Client relationship

Timeline

Senior Consultant II

Forvis Mazars
09.2017 - Current

Catastrophe Claims Adjuster

State Farm Insurance Company
10.2005 - 09.2017

Bachelor of Science - Criminal Justice And Criminology

Ball State University
Brandy Welch