Hi, I’m
Adrienne Brenstuhl
Series 7 Registered Associate
London,OH
Summary
Series 7 licensed with 28 years of industry experience. Personable professional with exemplary client service skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
29
years of professional experience
1
Certificate
Work History
Wells Fargo AdvisorsDublin, OH
Client Service Associate-Registered
09.2023 - Current
DeLuca Financial StrategiesHilliard, OH
Registered Client Service Manager
10.2021 - 09.2023
Job overview
- Onboard and maintain client accounts.
- Exceptional client service skills to build relationships and ensure client retention.
- Handle daily client alerts.
- Keep client security and authorization a top priority.
- Keep complete and accurate records and notes to document client service actions and discussions.
- Track all compliance activities and documents.
- Support planning, communications, and scheduling of Client Appreciation events.
- Actively engage in training for compliance and to improve the client experience.
Morgan Stanley
Senior Client Service Associate
08.2010 - 09.2021
Job overview
- Worked with the same broker for 27 years before making change to smaller firm.
- Assisted with the development and growth of business.
- Delivered exceptional client service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Sought ways to improve processes and services.
Wells Fargo Advisors
Senior Registered Associate
09.1998 - 08.2010
Job overview
- Successfully moved over book of business.
- Facilitated new client onboarding process and investment account setup.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Obtained Series 7.
- Continued to build relationship with one broker, building business, but also assisting other brokers.
- Moved with broker to Morgan Stanley where I successfully moved book of business for second time.
The Ohio Company
Sales Assistant
06.1995 - 09.1998
Job overview
- Worked with multiple brokers assisting with all client needs.
- Developed a love for creating and maintaining excellent client relationships.
- Established relationship with one primary broker, moved with him to Everen Securities (now Wells Fargo Advisors).
Education
Columbus State Community CollegeColumbus, OH
Some College (No Degree)
Skills
- Series 7 Licensed
- Strong industry knowledge
- Exceptional written and verbal skills
- Exceptional client service mentality
- Detail oriented and great organizational skills
- Time management
- Strong sense of accountability
- Team player
Certification
Series 7
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Client Service Associate-Registered
Wells Fargo Advisors
09.2023 - Current
Registered Client Service Manager
DeLuca Financial Strategies
10.2021 - 09.2023
Senior Client Service Associate
Morgan Stanley
08.2010 - 09.2021
Senior Registered Associate
Wells Fargo Advisors
09.1998 - 08.2010
Sales Assistant
The Ohio Company
06.1995 - 09.1998
Columbus State Community College
Some College (No Degree)