Abigail Huddock
Overview
1
1
Certification
6
6
years of professional experience
Work History
Client Service Associate
Stonebrook Wealth Partners
Boca Raton, Florida
05.2025 - Current
- Built strong client relationships through daily book management, client onboarding processes, and transition support
- Developed financial plans, aligning with clients' specific goals and objectives
- Contributed to model management, the coordination of 401(k) Plans and Cash Balance Plans, while building current knowledge of financial products and services
- Led business operations, overseeing marketing initiatives and client events
- Assisted with recruiting efforts, including Advisor transition support and onboarding across the firm
Part Time Server
University Club Alabama
Tuscaloosa, Alabama
08.2024 - 04.2025
- Provided exceptional customer service in a high-volume dining environment
- Handled guest inquiries and resolved issues promptly to ensure satisfaction
- Facilitated training sessions for new servers to improve their skills
Special Projects Coordinator
Motus Power
Dallas, Texas
03.2024 - 03.2025
- Developed organized project documentation and maintained comprehensive records to enhance project clarity
- Collaborated with team members to align projects with established goals
- Conducted nationwide research to identify new opportunities for geographical expansion
Risk Analyst Intern
United Health Group, Optum
Eden Prairie, Minnesota
06.2024 - 08.2024
- Developed risk management strategies in collaboration with cross-functional teams to identify and mitigate potential risks
- Prepared detailed reports on risk assessments for internal management review
- Created Excel pivot tables and charts to effectively analyze and present data for management
Assistant Manager
European Wax Center
Burnsville, Minnesota
09.2020 - 01.2022
- Surpassed monthly sales targets by 17%, driving revenue growth
- Achieved recognition as top performer for product knowledge and consistently exceeded sales goals
- Conducted training sessions that enhanced team skills and contributed to overall performance
Education
Bachelor of Science - Finance & Banking
The University of Alabama
Tuscaloosa, AL12-2024
Certification
- SIE
- Series 7
- Series 66 - currently in progress
Personal Interests
Health and wellness, traveling, spending time with family and friends, and various genres of music
Timeline
Client Service Associate
Stonebrook Wealth Partners
05.2025 - Current
Part Time Server
University Club Alabama
08.2024 - 04.2025
Risk Analyst Intern
United Health Group, Optum
06.2024 - 08.2024
Special Projects Coordinator
Motus Power
03.2024 - 03.2025
Assistant Manager
European Wax Center
09.2020 - 01.2022
Bachelor of Science - Finance & Banking
The University of Alabama