Breana Coe
Parker,CO
Summary
Dynamic professional with a proven track record at Capstone Colorado, scaling an unassigned client program significantly and excelling in relationship management and financial advising. Expert in CRM systems and adept at team leadership, I blend sales expertise with strategic financial solutions to drive growth and client satisfaction.
Overview
12
12
years of professional experience
Work History
Relationship Manager & Financial Advisor
Capstone Colorado, a MassMutual Firm
Denver, CO
05.2022 - Current
- Manage a book of business with over 20,000 unassigned clients, delivering personalized financial advice and support
- Assist unassigned clients with service work, complaints, inquiries, death claims, and aligning them with a new advisor in some cases
- Proactively engage with current, personal and prospective customers to optimize the customer experience across the full customer lifecycle
- I was promoted twice at this company in my tenure
- Collaborate cross-functionally to ensure seamless client onboarding and service delivery
- Consistently exceed client satisfaction targets, contributing to overall firm growth
- Grew and scaled the unassigned client program from $13,000 to 100,000, in FYC, and $3 million to $13.5 million in AUM in 2024
Financial Advisor
Northwestern Mutual
Colorado
02.2020 - 05.2022
- Build and maintain long-term relationships with clients by understanding financial goals and providing tailored solutions
- Advise clients on financial planning, investment strategies, and insurance products to achieve financial security
Events and Artistry Sales Specialist
Too Faced Cosmetics, LLC
Colorado
03.2018 - 12.2020
- Conduct visual merchandising and recruit customers to promote product sales
- Lead team-selling initiatives and collaborate effectively with store leadership
- Build strong relationships with multiple retailers and ensure seamless event execution
Account Executive
The Ascent Services Group
Denver, CO
08.2016 - 02.2018
- Built new clientele and maintained long-term business relationships
- Achieved a minimum of 50 cold calls daily to drive business-to-business sales
- Promoted from Sales Representative to Account Executive within 4 months due to outstanding performance
IT Recruiter
Ingenium Solutions
Englewood, CO
02.2016 - 08.2016
- Identified talented individuals and matched them with ideal opportunities in the tech industry
- Partnered with hiring managers and business leaders to support workforce development
- Built relationships with technology-focused companies to enhance their core infrastructure
Account Manager
Hart Advertising
Denver, CO
04.2013 - 02.2016
- Processed media CO-OP submissions daily in a remote capacity
- Assisted in planning advertising campaign strategies for clients
- Successfully managed and maintained strong client relationships
Education
Life & Health Insurance License - Finance
Kaplan University
12-2020
Mortgage Educators Certification -
MortgageEducation.com
Parker, CO01.2015
Certification in Mixologist/Bartending -
ABC Bartending
Las Vegas, NV01.2012
Skills
- Sales and communication expertise
- Relationship Management and Financial Advising
- Visual merchandising and event execution
- Customer Relationship Management (CRM) Systems
- Proficient in Excel
- Process Improvement and Workflow Optimization
- Team Leadership and Training
- Conflict Resolution and Complaint Handling
- Business-to-business sales and recruitment
Additionalqualities
- Quick learner with a strong ability to adapt
- Well-organized and able to multi-task efficiently
- Ambitious, hard-working, and driven to succeed
- Collaborative team player
- Personality that is easy and fun to work with
Timeline
Relationship Manager & Financial Advisor
Capstone Colorado, a MassMutual Firm
05.2022 - Current
Financial Advisor
Northwestern Mutual
02.2020 - 05.2022
Events and Artistry Sales Specialist
Too Faced Cosmetics, LLC
03.2018 - 12.2020
Account Executive
The Ascent Services Group
08.2016 - 02.2018
IT Recruiter
Ingenium Solutions
02.2016 - 08.2016
Account Manager
Hart Advertising
04.2013 - 02.2016
Life & Health Insurance License - Finance
Kaplan University
Mortgage Educators Certification -
MortgageEducation.com
Certification in Mixologist/Bartending -
ABC Bartending
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